Advance your career as an Investment Advisor with Beem Credit Union in North Vancouver. This role combines licensed investment advice with multi-goal financial strategies to support our members.

As a Financial Solutions Specialist at Beem, you will utilize your advisory skills to provide tailored investment recommendations and engage members through milestone-driven interactions. Working within a hybrid advice delivery model, you'll collaborate closely with investment and credit partners to enhance the member experience and ensure comprehensive planning.

Key Responsibilities:



• Perform investment suitability reviews and maintain compliance • Develop medium- and long-term investment strategies for clients • Educate members on retirement planning and portfolio diversification • Manage escalated lending scenarios and complex transactions • Facilitate collaboration with various advisory teams

Requirements: • Degree in Business, Finance, or a related field • Mutual Fund License (IFIC/MFDA) required • 4–6 years of advisory experience • Knowledge of registered and non-registered products • Excellent communication and relationship-building skills

Leverage your expertise in investment and lending to drive success for Beem Credit Union members. #J-18808-Ljbffr

📌 Investment Advisor at Beem Credit Union (Winnipeg)
🏢 Socket.dev
📍 Winnipeg