23 Oct
|
Beem Credit Union
|
Burnaby
23 Oct
Beem Credit Union
Burnaby
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. Provide guidance on savings products and investment principles
- Identify needs requiring licensed financial advice and refer appropriately
- 2-4 years in advisory or retail financial services
- Strong understanding of investment principles and registered products
- 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.
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📌 Financial Associate at Beem Credit Union (Burnaby)
🏢 Beem Credit Union
📍 Burnaby