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