Deliver milestone-based financial guidance at Beem Credit Union’s in office North Vancouver branch using relationship management and investment knowledge.

As a full-time Financial Solutions Associate, you will support members without assigned portfolios through goal-based advisory and general investment education. Your work covers registered products, savings, lending, debt management, and financial milestones. You will build relationships, document engagement, and refer members to licensed specialists when needed.

Key Responsibilities:

- Conduct discovery conversations about member goals and financial milestones
- Provide guidance on RRSPs, TFSAs, RESPs, GICs, and term deposits
- Support budgeting, emergency savings, and debt reduction strategies
- Assist with mortgages, loans, credit lines,



and credit optimization
- Document interactions and support digital financial tool adoption

Requirements:

- Post-secondary Finance, Business, or related education preferred
- Two to four years’ advisory or retail financial services experience
- Strong understanding of investment principles and registered products
- Excellent relationship management, communication, and coaching skills
- Comfort using CRM systems and supporting digital adoption

Apply financial guidance, lending support, and member engagement skills as Beem Credit Union’s North Vancouver Financial Solutions Associate.

📌 Financial Advisor Associate North Vancouver (Canada)
🏢 Beem Credit Union
📍 Canada