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 • Solid 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.

📌 Financial Solutions Associate at Beem (Winnipeg)
🏢 Beem Credit Union
📍 Winnipeg