Financial Solutions Advisor - Hybrid Wealth Planning - C$67,700 - C$73,000 A Year (Winnipeg)

Financial Solutions Advisor - Hybrid Wealth Planning - C$67,700 - C$73,000 A Year (Winnipeg)

06 Sep
|
Beem Credit Union
|
Winnipeg

06 Sep

Beem Credit Union

Winnipeg

Beem Credit Union in Vancouver is seeking a Financial Solutions Specialist to deliver licensed investment advice and multi-goal financial strategies within an unassigned member model. The role emphasizes milestone-driven outreach, proactive engagement, and referrals to ensure timely, compliant, and holistic member experiences.Working in a hybrid advisory approach, you’ll collaborate with investment partners, credit teams, and branch advisory teams to strengthen member relationships and provide#J-18808-Ljbffr

📌 Financial Solutions Advisor - Hybrid Wealth Planning - C$67,700 - C$73,000 A Year (Winnipeg)
🏢 Beem Credit Union
📍 Winnipeg

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