Investment Advice Associate Beem Credit Union

Apply investment advice and goal-based advisory skills at Beem Credit Union’s full-time, on-site Chilliwack branch serving local members.

As a Financial Solutions Associate, you will provide general investment advice and proactive guidance without an assigned portfolio. The role centers on helping members progress through financial milestones while supporting business growth. You will build relationships, deliver personalized advisory conversations, and identify opportunities connected to member needs.

Key Responsibilities:

• Guide members through financial milestones proactively
• Provide general investment advice without assigned portfolios
• Deliver personalized, goal-based advisory
• Build meaningful member relationships
• Identify opportunities connected to member goals

Requirements:

• Experience or interest in investment advice
• Comfort providing proactive member guidance
• Ability to deliver goal-based advisory
• Sales-driven focus supporting business growth
• Commitment to personalized member service

Use investment advice, milestone guidance, and personalized relationships to support Beem Credit Union’s members and growth in Chilliwack.