Deliver financial planning and lending guidance as a Foundational Financial Planner at Beem Credit Union's in office Whistler Branch. Use clear communication daily.This full-time position supports members with evolving financial needs through structured planning and appropriate credit solutions. You will assess goals, risk tolerance, and life stage while documenting practical action steps. The work combines financial education, personalized recommendations, lending assessment, and proactive engagement to support financial wellness.Key Responsibilities:Assess member financial situations, goals, and lending needsDocument simplified plans covering budgeting, debt, savings,



and investmentsGuide members through financial concepts and recommended next stepsConduct annual reviews and milestone-based planning updatesRefer complex needs to appropriate portfolio-management partnersRequirements:Diploma or degree in finance, business, economics, or related fieldMutual Funds License through IFIC or MFDAThree to five years in financial advisory or educational rolesClient-facing financial education and planning experienceFinancial planning tools, CRM, and communication proficiencyApply financial planning, lending assessment, and member education skills to support confident decisions at Beem Credit Union in Whistler.

📌 Financial Planner Lending Advisory Whistler
🏢 Beem Credit Union
📍 Whistler