Elevate your career with Beem Credit Union as a Financial Solutions Associate in Brentwood. Drive member success through investment education and personalized financial plans.

In this in office full time role at Beem, you will engage members by providing targeted financial guidance and support. Your primary responsibility will be to deliver goal-based advice on savings, debt management, and investment opportunities. This sales-oriented position will enable you to enhance the member experience by promoting financial literacy and identifying when licensed advice is necessary.

Key Responsibilities:
• Facilitate discussions to uncover member goals and priorities
• Educate on various savings and investment products




• Support members with homeownership and credit-related milestones
• Document member interactions and milestones accurately
• Partner with specialists for licensed investment advice

Requirements:
• 2–4 years experience in advisory positions
• Robust communication and coaching abilities
• Knowledge of registered financial products
• Experience with digital tools and CRM platforms
• Relevant educational background in Finance or Business

Join Beem and help British Columbians navigate their financial journeys effectively.
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📌 Beem Credit Union Financial Associate British Columbia
🏢 Beem Credit Union
📍 British Columbia