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 cooperative team focused on financial wellness for all.