Elevate your career with Beem Credit Union as a Financial Solutions Associate in Kitsilano. This in office, temporary role focuses on delivering personalized financial guidance and supports members in achieving their financial goals.As a Financial Solutions Associate at Beem's Kitsilano branch, you'll engage with clients for holistic financial advice on savings, investments, and debt management. Your role emphasizes expertise in budgeting strategies and financial literacy while ensuring compliance with regulatory standards.



Collaboration with branch teams will enhance the member experience through tailored advice and services.Key Responsibilities:Conduct discovery conversations to identify member financial milestonesProvide guidance on savings products and investment principlesAssist members with budgeting and debt reduction strategiesIdentify needs requiring licensed financial advice and refer appropriatelyEnsure compliance with lending standards and guidelinesRequirements:2–4 years in advisory or retail financial servicesStrong understanding of investment principles and registered productsExcellent member engagement and relationship management skillsPost-secondary education in Finance or Business preferredComfortable with CRM and digital tools adoptionDrive financial success for members while showcasing your relationship-building skills at Beem Credit Union.

📌 Financial Associate At Beem Credit Union (Burnaby)
🏢 Beem Credit Union
📍 Burnaby