Financial Associate

Position: Financial Associate at Beem Credit Union
Elevate your career with Beem Credit Union as a Financial Solutions Associate in Kitsilano. This on-site, temporary role focuses on delivering personalized financial guidance and supports members in achieving their financial goals.

As a Financial Solutions Associate at Beem's Kitsilano branch, you'll engage with clients for holistic financial advice on savings, investments, and debt management.

Your role emphasizes expertise in budgeting strategies and financial literacy while ensuring compliance with regulatory standards. Collaboration with branch teams will enhance the member experience through tailored advice and services.

Key Responsibilities:

• Conduct discovery conversations to identify member financial milestones

• Provide guidance on savings products and investment principles

• Assist members with budgeting and debt reduction strategies

• Identify needs requiring licensed financial advice and refer appropriately

• Ensure compliance with lending standards and guidelines

Requirements:

• 2–4 years in advisory or retail financial services

• Strong understanding of investment principles and registered products

• Excellent member engagement and relationship management skills

• Post-secondary education in Finance or Business preferred

• Comfortable with CRM and digital tools adoption

Drive financial success for members while showcasing your relationship-building skills at Beem Credit Union.