Elevate your career with Beem Credit Union as an Investment and Financial Solutions Specialist. Provide tailored financial strategies and investment advice, enhancing the financial wellness of British Columbians.
This full-time, on-site role at our Mt. Lehman Centre branch requires a licensed financial expert passionate about delivering exceptional service. You'll leverage your advisory experience to perform investment suitability reviews and implement multi-goal financial strategies, ensuring compliance and exceptional member support. Your engagement with clients will foster robust, lasting relationships and facilitate their journey towards financial health.
Key Responsibilities:
- Perform investment suitability reviews based on client profiles
- Provide tailored investment recommendations and mutual fund sales
- Develop long-term strategies based on member goals
- Educate members on diversification and retirement planning
- Collaborate with branch teams on complex lending scenarios
Requirements:
- 4–6 years of advisory experience in investment and lending
- Post-secondary degree in related field preferred
- PFP, QAFP, CFP certification or willingness to pursue
- Proficiency in CRM systems and regulatory compliance
- Excellent communication and relationship-building skills
Shape a fulfilling financial future for clients while advancing your career at Beem Credit Union.