Elevate your career with Beem Credit Union as an Investment and Financial Solutions Specialist. Provide tailored financial strategies and investment advice, enhancing the financial wellness of British Columbians.
This full-time, on-site role at our Mt. Lehman Centre branch requires a licensed financial expert passionate about delivering exceptional service. You'll leverage your advisory experience to perform investment suitability reviews and implement multi-goal financial strategies, ensuring compliance and exceptional member support. Your engagement with clients will foster solid, lasting relationships and facilitate their journey towards financial health.
Key Responsibilities:
• Perform investment suitability reviews based on client profiles
• Provide tailored investment recommendations and mutual fund sales




• Develop long-term strategies based on member goals
• Educate members on diversification and retirement planning
• Collaborate with branch teams on complex lending scenarios
Requirements:
• 4–6 years of advisory experience in investment and lending
• Post-secondary degree in related field preferred
• PFP, QAFP, CFP certification or willingness to pursue
• Proficiency in CRM systems and regulatory compliance
• Excellent communication and relationship-building skills
Shape a fulfilling financial future for clients while advancing your career at Beem Credit Union.
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📌 Investment & Financial Solutions Expert (Abbotsford)
🏢 Beem Credit Union
📍 Abbotsford