07 Nov
|
Beem Credit Union
|
Burnaby
07 Nov
Beem Credit Union
Burnaby
Beem Credit Union in Burnaby, BC, seeks a Financial Solutions Specialist to provide licensed investment advice and multi-goal financial strategies, engaging members through hybrid channels and referrals. You will drive holistic planning, stay compliant, and collaborate with investment and branch teams to strengthen member relationships.
Ideal candidates have 4–6 years of advisory experience, mutual fund licensing, and a robust grasp of RRSP/TFSA/RESP products, with CRM proficiency and excellent
📌 Licensed Financial Solutions Advisor (Burnaby)
🏢 Beem Credit Union
📍 Burnaby