Foundational Financial Planner - Lynn Valley Branch
North Vancouver, BCBeem Credit Union
3+ ansCandidates need a diploma or degree in finance, business, economics or a related field, plus a Mutual Funds License (IFIC/MFDA). Three to five years in financial advisory or educational roles, strong communication skills and the ability to explain complex money topics simply are also required.
CRM systems, Financial planning tools
Financial Solutions Associate - Vernon Branch
Vernon, BCBeem Credit Union
2+ ansBeem Credit Union needs candidates with 2 to 4 years of advisory or retail financial services experience, and a strong grasp of investment principles and registered products. Post-secondary education in finance or business is preferred, and equivalent experience will be considered. Strong relationship, communication and coaching skills, plus comfort with CRM and digital tools, are required.
CRM system
Financial Solutions Associate - Kerrisdale Branch
Vancouver, BCBeem Credit Union
2+ ansBeem Credit Union needs candidates with 2 to 4 years of advisory or retail financial services experience and a strong understanding of investment principles and registered products. Post-secondary education in finance or business is preferred, and strong relationship, communication and coaching skills are required.
CRM system
Financial Solutions Specialist - Burnaby Branch
Burnaby, BCBeem Credit Union
4+ ansCandidates need a post-secondary degree or diploma in business, finance, economics or a related field, plus a Mutual Fund License (IFIC/MFDA). They also need 4 to 6 years of advisory experience covering investments and lending, and a PFP, QAFP or CFP designation is preferred.
CRM systems
Financial Solutions Specialist - Nordel Branch
Surrey, BCBeem Credit Union
4+ ansBeem Credit Union needs candidates with a post-secondary degree or diploma in business, finance or economics, a Mutual Fund License (IFIC/MFDA), and 4 to 6 years of advisory experience including investments and lending.
CRM systems