Jobs in Canada

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Added 29 mins ago
MW
Junior Investment Advisor Opportunity
Manulife Wealth
Montreal, QC
- Full-time
As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the…
Added 44 mins ago
W
Principal Mechanical Engineer
Worley
Toronto, ON
- Full-time
Worley is a global professional services company of energy, chemicals and resources experts. We partner with customers to deliver projects and create value over the life of their assets.…
Added 44 mins ago
F
Project Manager - Mining & Metals
Fluor
Vancouver, BC
- Full-time
…leading the market with efficient designs and serves as a key partner for our clients in developing new ways of adopting innovative technologies emerging in our sector, as well as…
Added 59 mins ago
LH
PHYT-Physiotherapist
Lifemark Health Group
Victoria, BC
- $46.95 to $63.61 CAD / hour
- Full-time
…and private-pay services, our shared focus is helping each client work toward their individual…
Added 59 mins ago
I
Responsable des solutions clients
Insight
Montreal, QC
- Full-time
Le Client Solutions Executive est spécialisé dans la vente de solutions logicielles aux comptes situés sur un territoire géographique défini. Les titulaires peuvent aider les responsables…
Added 1 hour ago
MA
Oliver Wyman - Sr. Analyst, Associate Team Lead; Team Lead; Director-Data and Analytics (DNA) - Toronto
Marsh Agency
Toronto, ON
- Full-time
…opportunities to travel with a mix of around 50% of time spent on client site vs off site, though individual needs will be considered when staffing offsite vs onsite…
Added 1 hour ago
MA
Senior H&B Consultant I
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 hour ago
MA
SVP, Actuary
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 hour ago
Senior Product Manager - Tokenization & Stablecoin Infrastructure
BitGo
Toronto, ON
Work with GTM, sales, and client success teams on positioning, pricing, and client enablement, and act as a trusted product partner to key clients.
Added 1 hour ago
PL
Account Executive
Progress Luv2Pak
Toronto, ON
- Full-time
Location: 20 Tangiers Road, Toronto, ON (in-office, with client travel)
Added 1 hour ago
LH
Clinic Director
Lifemark Health Group
Trenton, ON
- $80,622 to $118,246 CAD / year
- Full-time
PhysioHouse Trenton clinic provide personalized, evidence-based rehabilitation for a predominantly private client population, helping individuals recover from injury, manage pain, and…
Added 1 hour ago
LH
Clinic Director
Lifemark Health Group
Prince Edward, ON
- $80,622 to $118,246 CAD / year
- Full-time
PhysioHouse Picton clinic provide personalized, evidence-based rehabilitation for a predominantly private client population, helping individuals recover from injury, manage pain, and…
Added 1 hour ago
Senior Associate, Business Development (Finance/Accounting Staffing Agency)
Vaco by Highspring
Toronto, ON
…entrepreneurial professionals are trusted to own their markets. You will partner with skilled recruiters, leverage broader national capabilities, and deliver talent solutions ranging from…
Added 1 hour ago
Executive Finance and Accounting Recruiter (Full Desk)
Vaco by Highspring
Montreal, QC
Partner closely with experienced recruiters to deliver high-quality accounting and finance professionals and ensure strong client service.
Added 1 hour ago
G
Site Safety Manager - Industrial & Nuclear Projects
Ganotec
Clarington, ON
- Full-time
…mitigate operational risks, and ensure compliance with company, client and regulatory…
Added 1 hour ago
V
Vans: Assistant Gérant - Premium Outlets Montreal
Vans
Mirabel, QC
- $23.6 to $31.2 CAD / hour
- Full-time
…d’ambassadeur(-drice)s de marque afin d’offrir une expérience client exceptionnelle, cohérente et alignée sur nos valeurs. Vous travaillez en étroite collaboration avec le/la gérant(e) de…
Added 1 hour ago
Associate Director, Business Development (IT Agency Staffing & Recruitment)
Vaco by Highspring
Vancouver, BC
…entrepreneurial professionals are trusted to own their markets. You will partner with skilled recruiters, leverage broader national capabilities, and deliver technology talent solutions…
Added 2 hours ago
LH
Physiotherapist
Lifemark Health Group
Trenton, ON
- $36.92 to $54.14 CAD / hour
- Full-time
PhysioHouse Trenton clinic provide personalized, evidence-based rehabilitation for a predominantly private client population, helping individuals recover from injury, manage pain, and…
Added 2 hours ago
ZG
Intern, Brand
Zeno Group Canada
Toronto, ON
- Full-time
Client & Team Support: Partner with account teams to support client deliverables, maintain project materials and help keep programs organized and moving forward.
Added 2 hours ago
OM
Sr Campaign Manager, Programmatic
Omnicom Media
Toronto, ON
- Full-time
…strong leadership in mentoring their team and begins to master client and partner relationship management is on a direct path to becoming an account…
Added 2 hours ago
S
Analyst, Contingent Workforce (Temporary)
Slalom
Toronto, ON · Greater Toronto Area, Canada
- $25 to $30 CAD / hour
- Temporary
…delivery, our agile teams across 52 offices in 12 countries partner with clients to co-create powerful customer experiences, modern ways of working, and meaningful…
Added 2 hours ago
TL
FIRE ALARM TECHNICIAN
Troy Life & Fire Safety Ltd.
Moncton, NB
- Full-time
Must possess a valid driver’s license and have a clean driving record
Added 2 hours ago
OM
Manager, Media Planning
Omnicom Media
Toronto, ON
- Full-time
Liaise and foster knowledge-sharing with other disciplines internally, partner agencies and other departments to ensure that media and client knowledge is current.
Added 2 hours ago
OM
Manager, Media Planning
Omnicom Media
Toronto, ON
- Full-time
Liaise and foster knowledge-sharing with other disciplines internally, partner agencies and other departments to ensure that media and client knowledge is current.
Added 2 hours ago
SP
Intermediate Electrical Engineer
Spark Power ⚡
Calgary, AB
- Full-time
Spark Power, a trusted partner in energy in North America, is looking for an Intermediate Engineer to join our Calgary, Alberta team. Spark Power provides a wide range of services to…

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