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Added 2 days ago
BC
Senior Commercial Relationship Manager
Beem Credit Union
Kelowna, BC
- Full-time
Added 2 days ago
BC
Foundational Financial Planner - Whistler Branch
Beem Credit Union
Whistler, BC
- Full-time
Added 2 days ago
BC
Business Advisor - Okanagan Region
Beem Credit Union
Kelowna, BC
- Full-time
Added 4 days ago
BC
Everyday Banking Specialist (Temporary 6-months) - Member Connect (Contact Centre)
Beem Credit Union
Kelowna, BC · North Vancouver, BC
- Full-time
Added 5 days ago
BC
Financial Solutions Associate - Chilliwack Branch
Beem Credit Union
Chilliwack, BC
- Full-time
Added 5 days ago
BC
Everyday Banking Associate - Chilliwack Branch
Beem Credit Union
Chilliwack, BC
- Full-time
Added 5 days ago
BC
Everyday Banking Specialist - Chilliwack Branch
Beem Credit Union
Chilliwack, BC
- Full-time
Added 5 days ago
BC
Financial Solutions Specialist - Chilliwack Branch
Beem Credit Union
Chilliwack, BC
- Full-time
Added 8 days ago
BC
Wealth Associate - Lonsdale Branch
Beem Credit Union
North Vancouver, BC
- Full-time
Added 9 days ago
BC
Everyday Banking Associate - Squamish Branch
Beem Credit Union
Squamish, BC
- Full-time
Added 9 days ago
BC
Financial Solutions Associate - West Broadway Branch
Beem Credit Union
Vancouver, BC
- Full-time
Added 9 days ago
BC
Financial Solutions Associate (Temporary 6 months) - Kitsilano Branch
Beem Credit Union
Vancouver, BC
- Full-time
Added 11 days ago
BC
Director, Compliance Advisory & Enablement
Beem Credit Union
Burnaby, BC · Kelowna, BC · North Vancouver, BC
- Full-time
Added 11 days ago
BC
IT Audit Manager
Beem Credit Union
Burnaby, BC
- Full-time
Added 11 days ago
BC
Director, Compliance Advisory & Enablement
Beem Credit Union
BC
- Full-time
Added 11 days ago
BC
Everyday Banking Associate - Mission (Kelowna) Branch
Beem Credit Union
Kelowna, BC
- Full-time
Added 16 days ago
BC
Everyday Banking Specialist - Langley Branch
Beem Credit Union
Langley (District), BC · Langley, BC
- Full-time
Added 17 days ago
BC
Product Manager
Beem Credit Union
BC
- Full-time
Added 17 days ago
BC
Business Advisor - Northern Region
Beem Credit Union
Fort St. John, BC · Prince George, BC
- Full-time
Added 17 days ago
BC
Financial Solutions Specialist - Lonsdale Branch
Beem Credit Union
North Vancouver, BC
- Full-time
Added 17 days ago
BC
Everyday Banking Associate - Whistler Branch
Beem Credit Union
Whistler, BC
- Full-time
Added 18 days ago
BC
Financial Solutions Specialist - Gladstone Branch
Beem Credit Union
Vancouver, BC
- Full-time
Added 18 days ago
BC
Commercial Relationship Manager
Beem Credit Union
Prince George, BC
- Full-time
Added 1 month ago
BC
Everyday Banking Specialist - Kelowna Branch
Beem Credit Union
Kelowna, BC
- Full-time
Added 1 month ago
BC
Financial Solutions Specialist - Willoughby Branch
Beem Credit Union
Langley (District), BC · Langley, BC
- Full-time

Beem Credit Union

Financial Solutions Specialist - Chilliwack Branch

Chilliwack, BC, V2R 6N7, Canada

Full-time

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Job details

Job type: Full-time
Posted: Oct 19, 2026

Original job description

A full description isn’t available for this job.

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More about this job

Responsibilities

The Financial Solutions Specialist provides licensed investment advice and multi-goal financial strategies while managing complex lending scenarios. They engage members through proactive outreach and hybrid advisory channels to ensure a holistic financial experience.

Requirements

Candidates must hold a post-secondary degree or diploma in a relevant field and possess a valid Mutual Fund License. A minimum of 4-6 years of advisory experience in investment and lending is required, along with strong knowledge of regulatory compliance.

Skills

Investment advice
Mutual fund sales
Financial planning
Lending expertise
Relationship management
CRM systems
Regulatory compliance
Portfolio diversification
Retirement planning
Coaching
Communication
Risk management
Digital literacy
Strategic insight

Benefits

Extended health coverage
Mental health support
Dental care
Disability coverage
Vacation
Personal days
RRSP contributions
In-house financial advice
Free banking accounts
Special mortgage and lending rates

Visa sponsorship

Not detected in the job text

Keywords

Investment Advice
Mutual Fund License
IFIC
MFDA
PFP
QAFP
CFP
RRSP
TFSA
RESP
CRM
Lending
Mortgages
Financial Planning
Retirement Accumulation
Compliance
Investment Strategy
Credit Union
Banking
Risk Appetite
Advisory Services
Digital Literacy
Portfolio Management
Financial Wellness

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