Deliver financial planning and lending guidance as a Foundational Financial Planner at Beem Credit Union’s on-site Whistler Branch. Use clear communication daily.
This full time position supports members with evolving financial needs through structured planning and appropriate credit solutions. You will assess goals, risk tolerance, and life stage while documenting practical action steps. The work combines financial education, personalized recommendations, lending assessment, and proactive engagement to support financial wellness.
Key Responsibilities: Assess member financial situations, goals, and lending needs
Document simplified plans covering budgeting, debt, savings, and investments
Guide members through financial concepts and recommended next steps




Conduct annual reviews and milestone-based planning updates
Refer complex needs to appropriate portfolio-management partners
Requirements: Diploma or degree in finance, business, economics, or related field
Mutual Funds License through IFIC or MFDA
Three to five years in financial advisory or educational roles
Client-facing financial education and planning experience
Financial planning tools, CRM, and communication proficiency
Apply financial planning, lending assessment, and member education skills to support confident decisions at Beem Credit Union in Whistler.

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📌 Financial Planner Lending Advisory Whistler (British Columbia)
🏢 Beem Credit Union
📍 British Columbia