Empower British Columbians with financial wellness as a Financial Solutions Associate at Beem Credit Union. This sales-driven role offers personalized guidance and investment advice to help members achieve their financial goals.

As a crucial member of the Beem team, you will deliver milestone-based financial guidance, build member relationships, and support goal-oriented advisory services. With a focus on holistic financial planning, your responsibilities will include educating members on various investment products and providing essential budgeting and debt management support.

Key Responsibilities:
• Conduct discovery conversations to uncover member goals
• Provide guidance on savings and investment products




• Assist members with budgeting and debt reduction strategies
• Ensure timely referrals for licensed financial advice
• Document all interactions in the CRM system

Requirements:
• Post-secondary education in Finance or Business preferred
• 2–4 years in financial advisory services
• Robust understanding of investment principles
• Excellent relationship management skills
• Comfortable with CRM and digital tools

Bring your passion for financial wellness to Beem and help members navigate their financial journeys.
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📌 Financial Solutions Associate at Beem (British Columbia)
🏢 Beem Credit Union
📍 British Columbia