Join Beem Credit Union as a Financial Solutions Specialist in North Vancouver. This hybrid role focuses on providing advanced investment advice and comprehensive financial guidance to our valued members. In this sales-driven position, you'll engage with members through proactive outreach, ensuring their evolving financial needs are met.

Your collaboration with diverse teams will help facilitate seamless advisory services and enhance member relationships through effective multi-goal strategies. Key Responsibilities:

- Deliver personalized investment recommendations aligned with client goals
- Support complex lending requests from various teams
- Engage members through digital, virtual, and in-person channels




- Maintain strict adherence to compliance and licensing requirements
- Mentor and guide Financial Solutions Associates within the team

Requirements:

- Post-secondary degree in Finance or Economics
- Mutual Fund License and willingness for further specialization
- Significant advisory experience in investment and lending
- Deep knowledge of regulatory standards in financial services
- Robust interpersonal and advisory skills

Utilize your skills and experience to foster member financial wellness as part of Beem's dedicated team.

📌 Financial Solutions Specialist Role (Vancouver)
🏢 Socket.dev
📍 Vancouver