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 (Vancouver)
🏢 Beem Credit Union
📍 Vancouver