Elevate your career with Beem Credit Union as a Financial Solutions Associate in Kitsilano. This in office, temporary role focuses on delivering personalized financial guidance and supports members in achieving their financial goals. As a Financial Solutions Associate at Beem's Kitsilano branch, you'll engage with clients for holistic financial advice on savings, investments, and debt management.

Your role emphasizes expertise in budgeting strategies and financial literacy while ensuring compliance with regulatory standards. Collaboration with branch teams will enhance the member experience through tailored advice and services. Key Responsibilities:
Conduct discovery conversations to identify member financial milestones
Provide guidance on savings products and investment principles




Assist members with budgeting and debt reduction strategies
Identify needs requiring licensed financial advice and refer appropriately
Ensure compliance with lending standards and guidelines Requirements:
2–4 years in advisory or retail financial services
Solid understanding of investment principles and registered products
Excellent member engagement and relationship management skills
Post-secondary education in Finance or Business preferred
Comfortable with CRM and digital tools adoption Drive financial success for members while showcasing your relationship-building skills at Beem Credit Union.

📌 Financial Associate At Beem Credit Union Burnaby
🏢 Beem Credit Union
📍 Burnaby