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
Solid 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.

📌 Beem Credit Union Financial Associate Burnaby
🏢 Beem Credit Union
📍 Burnaby