Financial Solutions Advisor - Hybrid Wealth Planning

Beem Credit Union in Vancouver is seeking a Financial Solutions Specialist to deliver licensed investment advice and multi-goal financial strategies within an unassigned member model. The role emphasizes milestone-driven outreach, proactive engagement, and referrals to ensure timely, compliant, and holistic member experiences.

Working in a hybrid advisory approach, you’ll collaborate with investment partners, credit teams, and branch advisory teams to strengthen member relationships and provide