Foundational Financial Planner - Lynn Valley Branch
North Vancouver, BCFull Time
Beem Credit Union
3+ YOECandidates need a diploma or degree in finance, business, economics or a related field, plus a Mutual Funds License (IFIC/MFDA). They should have 3 to 5 years in financial advisory or educational roles, strong communication skills, and experience with planning tools and CRM systems.
CRM systems, financial planning tools