Join Beem Credit Union and help members achieve their financial dreams as a Financial Solutions Associate. In this proactive role, you will deliver personalized financial guidance while fostering strong member relationships.

The Financial Solutions Associate at Beem provides comprehensive advisory services without requiring a license. You’ll facilitate discovery conversations about member financial goals and education on essential products like RRSPs and GICs. Your approach helps empower members with informed decision-making based on their individual needs.

Key Responsibilities: • Guide members through investment education and products • Support credit strategies for mortgages and loans • Promote financial literacy and empower informed choices • Collaborate with specialists for complex planning • Conduct follow-ups to ensure members meet their goals

Requirements: • 2-4 years experience in financial services preferred • Knowledge of registered investment products • Robust communication and coaching skills • Relationship management expertise • Familiarity with CRM systems and digital adoption

Leverage your skills in a community-focused role with Beem and foster financial wellness. #J-18808-Ljbffr

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