As of November 7, 2026, Jobsy lists 7 financial solutions specialist jobs in Canada. The most active employers are Beem Credit Union and PenFinancial Credit Union. Skills often requested: product knowledge, financial management, sales and relationship building.
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3+ YOECandidates need 3+ years of progressive experience in a credit union or bank branch with lending limits. The role also requires accurate administrative work, sound lending judgment, and a commitment to member service.
4+ YOECandidates need a post-secondary degree or diploma in business, finance, economics or a related field, plus a Mutual Fund License (IFIC/MFDA). They also need 4 to 6 years of advisory experience covering investments and lending, and a PFP, QAFP or CFP designation is preferred.
4+ YOEBeem Credit Union needs candidates with a post-secondary degree or diploma in business, finance or economics, a Mutual Fund License (IFIC/MFDA), and 4 to 6 years of advisory experience including investments and lending.
4+ YOECandidates need a Mutual Fund License (IFIC/MFDA), a post-secondary degree or diploma in business, finance or economics, and 4 to 6 years of advisory experience covering investments and lending. A PFP, QAFP or CFP designation is preferred.
4+ YOECandidates need a Mutual Fund License (IFIC/MFDA), a post-secondary degree or diploma in business, finance or economics, and 4 to 6 years of advisory experience covering investments and lending. A PFP, QAFP or CFP designation is preferred.
4+ YOECandidates need a post-secondary degree or diploma in business, finance or economics, a Mutual Fund License (IFIC/MFDA), and 4 to 6 years of advisory experience in investing and lending. A PFP, QAFP or CFP is preferred.
4+ YOECandidates need a post-secondary degree or diploma in business, finance or economics, a Mutual Fund License (IFIC/MFDA), and 4 to 6 years of advisory experience covering investments and lending. A PFP, QAFP or CFP designation is preferred.
Beem Credit Union (6) and PenFinancial Credit Union (1).
What skills do financial solutions specialist jobs ask for?
Postings most often mention product knowledge, financial management, sales, relationship building, communication skills, coaching, recruit members and documentation.