Foundational Financial Planner - Whistler Branch
Whistler, BCTemps plein
Beem Credit Union
3+ ansBeem Credit Union needs candidates with a finance, business or economics diploma or degree and a Mutual Funds License (IFIC/MFDA). They should have 3 to 5 years in financial advisory or education roles, strong communication skills, and the ability to explain complex money topics simply. A CFP or similar planning designation is preferred.
CRM systems, financial planning tools