Help establish Beem Credit Union’s new Chilliwack branch through member relationships, financial guidance, and goal-based advisory on-site.

The Financial Solutions Associate supports members without assigned portfolios through proactive, milestone-based guidance and general investment advice. This sales-driven retail branch role contributes to business growth by uncovering opportunities and building strong connections. The work supports Beem’s aim of delivering financial wellness through personalized advice and human connection.

Key Responsibilities:

- Support members without assigned portfolios
- Offer proactive milestone-based financial guidance
- Provide general investment advice
- Build solid connections within Chilliwack
- Uncover business growth opportunities

Requirements:

- Sales-driven approach in a retail branch
- Ability to provide personalized financial advice
- Strong member relationship-building skills
- Interest in supporting financial wellness
- Commitment to human-centered member connections

Bring financial guidance, investment advice, and relationship-building skills to Beem Credit Union’s growing Chilliwack branch team.

📌 Retail Banking Financial Advisor Chilliwack
🏢 Beem Credit Union
📍 Chilliwack