Beem Credit Union in Kelowna seeks a Financial Solutions Specialist to provide licensed investment advice and multi-goal financial strategies. In a hybrid delivery model, you will work with investment partners and branch advisory teams to strengthen member relationships and deliver holistic financial planning.
Ideal candidates have 4–6 years advisory experience, a mutual fund license, and familiarity with RRSP/TFSA/RESP. Join a team-oriented team focused on financial wellness for all.
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📌 Investment & Financial Planning Specialist (British Columbia)
🏢 RiseMe
📍 British Columbia
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