Deliver financial planning and lending guidance as a Foundational Financial Planner at Beem Credit Union’s in office 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.

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