Join Beem Credit Union as a Financial Solutions Specialist in North Vancouver. This full-time, in office role allows you to provide advanced investment advice and personalized financial strategies to members.As a Financial Solutions Specialist, you will offer tailored investment guidance, conduct suitability reviews, and support members through financial milestones. Your advisory expertise will drive proactive outreach, ensuring that every interaction is aligned with the evolving needs of our clients. Collaborating closely with credit partners,



your focus on a holistic member experience will be vital in helping individuals achieve their financial goals.Key Responsibilities:Perform investment suitability reviews based on client informationProvide tailored investment recommendations and execute mutual fund salesDevelop medium- and long-term investment strategiesEducate members on portfolio diversification and retirement planningMaintain strict adherence to regulatory compliance requirementsRequirements:Post-secondary degree in Business or Finance4-6 years of advisory experience in investment and lendingKnowledge of registered and non-registered investment solutionsExcellent communication and relationship-building skillsFamiliarity with complex lending scenarios like mortgagesUtilize your advisory expertise and relationship-building skills to provide exceptional service at Beem Credit Union in Lynn Valley.

📌 Investment Advisor At Beem Credit Union (Vancouver)
🏢 Beem Credit Union
📍 Vancouver