Advance your career with Beem Credit Union as an Investment Advisor at our Lonsdale Branch. Provide licensed financial solutions and personalized advisory services to help members achieve their financial goals.In this full time role, you will bring your advisory experience to deliver innovative investment strategies aligned with members' evolving financial needs. Your expertise will cover conducting suitability reviews, mutual fund sales, and retirement planning conversations while ensuring compliance with regulations and internal policies. Collaborating closely with branch teams,



you will enhance member experiences through goal-driven advice and relationship building.Key Responsibilities:Perform investment suitability reviews for clientsProvide tailored investment recommendations and execute mutual fund salesEducate members on portfolio diversification and retirement strategiesManage escalated lending scenarios from branch teamsMentor Financial Solutions Associates on product knowledgeRequirements:4–6 years of advisory experience in investment and lendingStrong knowledge of registered and non-registered productsExcellent communication and relationship-building skillsFamiliarity with complex lending scenariosPost-secondary degree in Finance or related fieldUtilize your investment knowledge and advisory skills to foster member financial wellness at Beem Credit Union.

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