Foundational Financial Planner - Lynn Valley Branch
North Vancouver, BCBeem 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
Financial Solutions Associate - Vernon Branch
Vernon, BCBeem Credit Union
2+ YOEBeem Credit Union needs candidates with 2 to 4 years of advisory or retail financial services experience, and a strong grasp of investment principles and registered products. Post-secondary education in finance or business is preferred, and equivalent experience will be considered. Strong relationship, communication and coaching skills, plus comfort with CRM and digital tools, are required.
CRM system