Job Details

Posting Details

- Posted on November 4, 2026

Locations

Showing 1 location Burnaby Branch
4403 East Hastings Street
Burnaby, BC V5C 2K1, CAN

- On-site
- Retail Branch (SPP)
- Full-Time
- Requisition #: FINAN003628

Description

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:financial wellness for all. We help British Columbians achieve their goals through personalized advice, cutting-edge technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over200,000 members across66 branches with$18 billion in assets under administration.

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

Learn more: www.beemcreditunion.ca

What this role is all about:

The Financial Solutions Specialist provides advanced, licensed investment advice and multi-goal financial strategies aligned to members’ life events and evolving financial needs. Working in an unassigned member model, the Financial Solutions Specialist engages members through milestone-driven interactions, proactive outreach, and referrals, ensuring advice remains timely, compliant, and appropriate. Through goal-based advisory and collaborative partnerships, this sales-driven role ensures a seamless, holistic member experience.

Through hybrid advice delivery and close collaboration with investment partners, credit partners,



and branch advisory teams, the Financial Solutions Specialist plays a key role in strengthening member relationships, identifying when comprehensive financial planning is required, and ensuring a seamless, holistic member experience across the broader advice ecosystem.

Whatyou’lldo:

Licensed Investment Advice & Mutual Fund Sales

- Perform investment suitability reviews based on client information, following regulations and internal policies.
- Provide tailored investment recommendations and execute mutual fund sales and other licensed investment products.
- Develop and implement medium- and long-term investment strategies based on member risk tolerance, goals, and time horizon.
- Educate members on portfolio diversification, market fundamentals, and retirement planning strategies.
- Maintain strict adherence to regulatory, licensing, and documentation requirements, ensuring compliance at all times.

Expanded Multi-Goal Advisory Support

- Deliver advanced planning conversations focused on retirement accumulation, education savings, multi-year investment objectives, and early-stage tax efficiency considerations.
- Support financial milestones requiring judgment, technical expertise, and strategic insight.
- Leverage CRM analytics to identify advisory opportunities,



deepen member relationships, and proactively engage members.

Complex Lending & Credit Expertise

- Manage escalated lending scenarios from branch teams and Financial Solutions Associates, including construction and renovation mortgages, rental/investment property financing, business-for-self income structures, and multi-product lending strategies.
- Recommend lending structures that balance member needs with institutional risk appetite.
- Collaborate with credit partners to resolve complex or escalated cases, ensuring timely and effective solutions.

Member Experience & Journey Support

- Engage proactively through holistic advisory services to help members implement recommended strategies and achieve financial goals.
- Utilize hybrid advisory channels—digital, virtual, and in-person—ensuring accessibility and convenience.
- Document all suitability assessments, investment recommendations, and next steps accurately in CRM systems.
- Promote digital literacy and encourage members to use digital tools for goal tracking and financial management.

Collaboration & Referral Partnership

- Coordinate closely with appropriate teams for members requiring comprehensive financial planning.
- Mentor Financial Solutions Associates and other branch team members, sharing product knowledge, regulatory guidance, and best practices.
- Work collaboratively with wealth, credit, and risk teams to ensure a seamless and integrated member experience.
- Actively participate in advisory practice development, continuous learning, and professional growth initiatives.

A li

📌 Financial Solutions Specialist (Burnaby)
🏢 Beem Credit Union
📍 Burnaby