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.

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