Jobs in Canada

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Added 1 hour ago
H
Head of Marketing
Haystack
Canada
- Full-time
Hands-on expertise configuring and managing enterprise automation platforms and CRM systems like Marketo and Salesforce
Added 4 hours ago
FO
Field Estimator
First Onsite Property Restoration
Regina, SK
- Full-time
…conditions, and ensure all information is accurately captured in CRM and estimating…
Added 4 hours ago
HT
Director, Global Marketing & Sales Enablement
Husky Technologies
Bolton, ON
- Full-time
Drive adoption of sales methodologies, CRM capabilities, digital tools, and AI-enabled solutions to strengthen commercial execution.
Added 5 hours ago
A
Manager of Renewals, SMB
Ashby
Canada
- Full-time
Drive consistency in renewal execution, forecasting accuracy, CRM hygiene, and pricing governance across the team
Added 6 hours ago
A
District Manager, 25-49 Digital Sales (Hunter)
ADP
Mississauga, ON
- Full-time
Hybrid: 3 days in office
Added 6 hours ago
A
Registered Equity Sales Associate (Retail & Institutional)
ATB
Toronto, ON
- Full-time
Maintain and update retail client profiles, documentation, and CRM records.
Added 6 hours ago
A
RQ11863-Microsoft Dynamics 365 CRM Developer
Amyantek
Toronto, ON
- Contract
Job Title: RQ11863 - Intermediate Software Developer - CRM
Added 6 hours ago
TP
Fundraising & Partnerships Specialist
The Power of Play
Vancouver, BC
- Full-time
Assets: fundraising, sales, or partnership experience, familiarity with a CRM, and prior volunteer experience.
Added 7 hours ago
CW
B2B Sales Executive
City Wide Facility Solutions
Coquitlam, BC
- $50,000 to $100,000 CAD / year
- Full-time
Maintain accurate and up-to-date customer information in the CRM system
Added 7 hours ago
CW
B2B Sales Executive
City Wide Facility Solutions
Vancouver, BC
- $50,000 to $100,000 CAD / year
- Full-time
Maintain accurate and up-to-date customer information in the CRM system
Added 7 hours ago
CW
B2B Sales Executive
City Wide Facility Solutions
Burnaby, BC
- $50,000 to $100,000 CAD / year
- Full-time
Maintain accurate and up-to-date customer information in the CRM system
Added 7 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 7 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 7 hours ago
SM
RQ11863 – Software Developer – CRM – Intermediate
S M Software Solutions Inc
Toronto, ON
- Internship
Work Arrangement: Onsite – 5 Days per Week
Added 7 hours ago
MC
AI & Automation Developer
Morgan Construction and Environmental Ltd.
AB · Edmonton, AB
- Full-time
At Morgan, we don’t just build projects, we build careers and futures! Join us as an AI & AUTOMATION DEVELOPER and play a pivotal role in our dynamic world of heavy civil construction!
Added 7 hours ago
CS
Regional Director of Sales and Business Development
Canuck Security Services Ltd.
Surrey, BC
- Full-time
Own the sales pipeline, forecasting and reporting in our CRM
Added 8 hours ago
CS
Regional Director of Sales and Business Development
Canuck Security Services Ltd.
Surrey, BC
- Full-time
Own the sales pipeline, forecasting and reporting in our CRM
Added 8 hours ago
EE
Director, Key Account Sales, GTA
Element Event Solutions
Toronto, ON
- Full-time
· Proficiency in CRM platforms, sales reporting tools and Microsoft Office applicatio
Added 8 hours ago
Data and Business Analyst
CMP Group Ltd.
Delta, BC
2 + years of experience in ERP and CRM software; Infor Visual (ERP), PIMCore and/or Zoho CRM is an asset
Added 8 hours ago
M
Digital Account Executive- Legal and Financial Services
Microsoft
Toronto, ON
- Full-time
Added 8 hours ago
ZA
Experienced Financial Services Manager - Alta Nissan Richmond Hill - 26342
Zanchin Automotive Group
Richmond Hill, ON
- Full-time
proficiency working with ERP/DMS/CRM systems (ie. CDK, DealerTrack, One Eighty), and Microsoft Office software (ie. Excel, Word, Outlook)
Added 8 hours ago
NI
Sales Team Lead (Calgary)
NOV Inc.
Calgary, AB
- Full-time
Proficiency in CRM systems, Microsoft Office, and NOV business systems considered an asset.
Added 8 hours ago
CB
Manager, Learning & Program Development
CPHR BC & Yukon
Vancouver, BC
- Full-time
Added 8 hours ago
AS
Territory Sales Manager - Western Canada
Ajax Systems
Winnipeg, MB
- Full-time
Data-Driven sales approach: ready to work with CRM and analytics tools
Added 8 hours ago
GP
Systems Analyst (D365 F&O, CRM & WMS)
Global Pharma Tek
ON · Ontario, Canada
- Contract
Hands-on experience with Microsoft Dynamics AX/D365 F&O, Customer Engagement (CRM), and Power Platform, including system configuration, support, and administration.

Beem Credit Union

Financial Solutions Specialist - Willoughby Branch

Langley (District), BC, Canada
Langley, BC, Canada

Full-time

Apply on recruiting.ultipro.ca About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 4–6 years of advisory experience including investment and lending.
Posting language: English
Posted: Sep 24, 2026

Original job description

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear: financial wellness for all. We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration.

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

Learn more: www.beemcreditunion.ca

What this role is all about:

The Financial Solutions Specialist provides advanced, licensed investment advice and multi‑goal financial strategies aligned to members’ life events and evolving financial needs. Working in an unassigned member model, the Financial Solutions Specialist engages members through milestone‑driven interactions, proactive outreach, and referrals, ensuring advice remains timely, compliant, and appropriate. Through goal‑based advisory and collaborative partnerships, this sales‑driven role ensures a seamless, holistic member experience.

Through hybrid advice delivery and close collaboration with investment partners, credit partners, and branch advisory teams, the Financial Solutions Specialist plays a key role in strengthening member relationships, identifying when comprehensive financial planning is required, and ensuring a seamless, holistic member experience across the broader advice ecosystem.

What you’ll do:

Licensed Investment Advice & Mutual Fund Sales

Perform investment suitability reviews based on client information, following regulations and internal policies.
Provide tailored investment recommendations and execute mutual fund sales and other licensed investment products.
Develop and implement medium- and long-term investment strategies based on member risk tolerance, goals, and time horizon.
Educate members on portfolio diversification, market fundamentals, and retirement planning strategies.
Maintain strict adherence to regulatory, licensing, and documentation requirements, ensuring compliance at all times.

Expanded Multi-Goal Advisory Support

Deliver advanced planning conversations focused on retirement accumulation, education savings, multi-year investment objectives, and early-stage tax efficiency considerations.
Support financial milestones requiring judgment, technical expertise, and strategic insight.
Leverage CRM analytics to identify advisory opportunities, deepen member relationships, and proactively engage members.

Complex Lending & Credit Expertise

Manage escalated lending scenarios from branch teams and Financial Solutions Associates, including construction and renovation mortgages, rental/investment property financing, business-for-self income structures, and multi-product lending strategies.
Recommend lending structures that balance member needs with institutional risk appetite.
Collaborate with credit partners to resolve complex or escalated cases, ensuring timely and effective solutions.

Member Experience & Journey Support

Engage proactively through holistic advisory services to help members implement recommended strategies and achieve financial goals.
Utilize hybrid advisory channels - digital, virtual, and in-person - ensuring accessibility and convenience.
Document all suitability assessments, investment recommendations, and next steps accurately in CRM systems.
Promote digital literacy and encourage members to use digital tools for goal tracking and financial management.

Collaboration & Referral Partnership

Coordinate closely with appropriate teams for members requiring comprehensive financial planning.
Mentor Financial Solutions Associates and other branch team members, sharing product knowledge, regulatory guidance, and best practices.
Work collaboratively with wealth, credit, and risk teams to ensure a seamless and integrated member experience.
Actively participate in advisory practice development, continuous learning, and professional growth initiatives.

A little about your qualifications:

Post-secondary degree or diploma in Business, Finance, Economics, or a related field.
Mutual Fund License (IFIC/MFDA) required. 
PFP, QAFP, or CFP designation preferred or willingness to pursue. 
4–6 years of advisory experience including investment and lending. 
Strong understanding of registered products (RRSP, TFSA, RESP) and non-registered investment solutions.
Knowledge of regulatory requirements and compliance standards in financial services.
Excellent communication, relationship-building, and advisory and coaching skills. 
Familiarity with complex lending scenarios, including mortgages, refinancing, and multi-product strategies.
Proficiency in CRM systems and documentation of suitability and compliance requirements.

Total Rewards:

Our total rewards approach reflects Beem's values - celebrating success, investing in your growth, and supporting you at work and in life.

Compensation: Annual salary range of $67,700 - $73,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
Own It: You are ready to take charge, drive change, and deliver outstanding results.
Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
Driven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join?

Visit us at www.beemcreditunion.ca to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualiﬁed candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.

Apply on recruiting.ultipro.ca About employer

More about this job

Responsibilities

Provide licensed investment advice, mutual fund sales, and multi-goal financial strategies tailored to members’ needs, while managing complex lending cases and ensuring regulatory compliance. Proactively engage members through digital, virtual, and in-person channels, document advice in CRM systems, and collaborate with branch, wealth, credit, and risk teams to deliver integrated support.

Requirements

A post-secondary degree or diploma in business, finance, economics, or a related field and a Mutual Fund License (IFIC/MFDA) are required; a PFP, QAFP, or CFP designation is preferred or candidates must be willing to pursue one. The role requires 4–6 years of advisory experience in investment and lending, knowledge of registered and non-registered investment products and compliance, and strong communication, relationship-building, advisory, and coaching skills.

Skills

Licensed Investment Advice
Mutual Fund Sales
Investment Suitability Assessment
Financial Planning
Retirement Planning
Registered Investment Products
Complex Lending
Mortgage Financing
Credit Risk Assessment
Regulatory Compliance
CRM Systems
Member Relationship Building
Financial Advisory
Coaching and Mentoring
Digital Financial Literacy
Communication

Benefits

Extended Health Coverage
Mental Health Support
Dental Care
Disability Coverage
Vacation Days
Personal Days
Employer RRSP Contributions
In-House Financial Advice
Free Banking Accounts
Preferred Mortgage and Lending Rates
Financial Perks

Visa sponsorship

Not detected in the job text

Keywords

Mutual Fund License
IFIC
MFDA
PFP
QAFP
CFP
RRSP
TFSA
RESP
CRM
Investment Suitability
Mutual Fund Sales
Registered Investments
Non-Registered Investments
Retirement Planning
Education Savings
Tax Efficiency
Construction Mortgages
Renovation Mortgages
Rental Property Financing
Investment Property Financing
Business-for-Self Income
Multi-Product Lending
Regulatory Compliance
Risk Tolerance
Portfolio Diversification
Digital Financial Tools
Financial Wellness
Hybrid Advisory Channels

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Work requirements

Jobs in Canada