Apply investment advice and goal-based advisory skills at Beem Credit Union’s full time, in office Chilliwack branch serving local members.

As a Financial Solutions Associate, you will provide general investment advice and proactive guidance without an assigned portfolio. The role centers on helping members progress through financial milestones while supporting business growth. You will build relationships, deliver personalized advisory conversations, and identify opportunities connected to member needs.

Key Responsibilities:
Guide members through financial milestones proactively
Provide general investment advice without assigned portfolios
Deliver personalized, goal-based advisory
Build meaningful member relationships
Identify prospects connected to member goals

Requirements:
Experience or interest in investment advice
Comfort providing proactive member guidance
Ability to deliver goal-based advisory
Sales-driven focus supporting business growth
Commitment to personalized member service

Use investment advice, milestone guidance, and personalized relationships to support Beem Credit Union’s members and growth in Chilliwack.

📌 Investment Advice Associate Beem Credit Union Chilliwack
🏢 Beem Credit Union
📍 Chilliwack