Business Advisor - Okanagan Region
Kelowna, BC$77k–$97k/yrFull Time
Beem Credit Union
7+ YOECandidates need 7 to 10 years in financial services, including 5 to 7 years in small business or commercial portfolio management. A solid understanding of financial accounting, credit underwriting and risk assessment is required, and a business, accounting or finance degree is preferred.
CRM tools
Foundational Financial Planner - Whistler Branch
Whistler, BCFull Time
Beem Credit Union
3+ YOEBeem Credit Union needs candidates with a finance, business or economics diploma or degree and a Mutual Funds License (IFIC/MFDA). They should have 3 to 5 years in financial advisory or education roles, strong communication skills, and the ability to explain complex money topics simply. A CFP or similar planning designation is preferred.
CRM systems, financial planning tools