More jobs:
Investment Advisor
Job in
North Vancouver, BC, Canada
Listed on 2026-10-09
Listing for:
Beem Credit Union
Full Time
position Listed on 2026-10-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Advance your career with Beem Credit Union as an Investment Advisor at our Lonsdale Branch. Provide licensed financial solutions and personalized advisory services to help members achieve their financial goals.
In this full-time role, you will bring your advisory experience to deliver innovative investment strategies aligned with members' evolving financial needs. Your expertise will cover conducting suitability reviews, mutual fund sales, and retirement planning conversations while ensuring compliance with regulations and internal policies. Collaborating closely with branch teams, you will enhance member experiences through goal-driven advice and relationship building.
Key Responsibilities:
• Perform investment suitability reviews for clients
• Provide tailored investment recommendations and execute mutual fund sales
• Educate members on portfolio diversification and retirement strategies
• Manage escalated lending scenarios from branch teams
• Mentor Financial Solutions Associates on product knowledge
Requirements:
• 4–6 years of advisory experience in investment and lending
• Strong knowledge of registered and non-registered products
• Excellent communication and relationship-building skills
• Familiarity with complex lending scenarios
• Post-secondary degree in Finance or related field
Utilize your investment knowledge and advisory skills to foster member financial wellness at Beem Credit Union.
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