Licensed Financial Solutions Advisor (Canada)

Licensed Financial Solutions Advisor (Canada)

08 Nov
|
Beem Credit Union
|
Canada

08 Nov

Beem Credit Union

Canada

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 solid grasp of RRSP/TFSA/RESP products, with CRM proficiency and excellent

📌 Licensed Financial Solutions Advisor (Canada)
🏢 Beem Credit Union
📍 Canada

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