Financial Solutions Advisor: Investments & Lending

Socket.dev; Abbotsford; On-site; CAD 68,000 - 73,000; Full time

Benefits offered by this job

Health & Wellness

Time Off

RRSP contributions

Beem Perks

Free banking

Job summary

Beem Credit Union is seeking a Financial Solutions Specialist to provide advanced, licensed investment advice and multi-goal financial strategies. The role emphasizes milestone-driven interactions, proactive outreach, and referrals to ensure a timely, compliant, and holistic member experience.

The position is based at Mt. Lehman Centre with hybrid/advisory collaboration across investment partners, branch advisory teams, and wealth/risk units.

Qualifications

• Post-secondary degree or diploma in Business, Finance, Economics, or a related field.
• Mutual Fund License (IFIC/MFDA) required.
• PFP, QAFP, or CFP designation preferred or willingness to pursue.
• 4-6 years of advisory experience including investment and lending.
• Strong understanding of registered products (RRSP, TFSA, RESP) and non-registered investment solutions.
• Knowledge of regulatory requirements and compliance standards in financial services.
• Excellent communication, relationship-building, and advisory and coaching skills.
• Familiarity with complex lending scenarios, including mortgages, refinancing, and multi-product strategies.
• Proficiency in CRM systems and documentation of suitability and compliance requirements.

Responsibilities

• Licensed Investment Advice & Mutual Fund Sales: Perform investment suitability reviews based on client information, following regulations and internal policies.
• Develop and implement medium- and long-term investment strategies based on member risk tolerance, goals, and time horizon.
• Educate members on portfolio diversification, market fundamentals, and retirement planning strategies.
• Maintain strict adherence to regulatory, licensing, and documentation requirements, ensuring compliance at all times.
• Expanded Multi-Goal Advisory Support: Deliver advanced planning conversations focused on retirement accumulation, education savings, multi-year investment objectives, and early-stage tax efficiency considerations.
• Support financial milestones requiring judgment, technical expertise, and strategic insight.
• Leverage CRM analytics to identify advisory opportunities, deepen member relationships, and proactively engage members.
• Complex Lending & Credit Expertise: Manage escalated lending scenarios from branch teams and Financial Solutions Associates, including construction and renovation mortgages, rental/investment property financing, business-for-self income structures, and multi-product lending strategies.
• Recommend lending structures that balance member needs with institutional risk appetite.
• Collaborate with credit partners to resolve complex or escalated cases, ensuring timely and effective solutions.
• Member Experience & Journey Support: Engage proactively through holistic advisory services to help members implement recommended strategies and achieve financial goals.
• Utilize hybrid advisory channels- digital, virtual, and in-person- ensuring accessibility and convenience.
• Document all suitability assessments, investment recommendations, and next steps accurately in CRM systems.
• Promote digital literacy and encourage members to use digital tools for goal tracking and financial management.
• Collaboration & Referral Partnership: Coordinate closely with appropriate teams for members requiring comprehensive financial planning.
• Mentor Financial Solutions Associates and other branch team members, sharing product knowledge, regulatory guidance, and best practices.
• Work collaboratively with wealth, credit, and risk teams to ensure a seamless and integrated member experience.
• Actively participate in advisory practice development, continuous learning, and professional growth initiatives.

Education

Post-secondary degree or diploma in Business, Finance, Economics, or a related field

Tools

CRM systems

Job description

Beem Credit Union is seeking a Financial Solutions Specialist to provide advanced, licensed investment advice and multi-goal financial strategies. The role emphasizes milestone-driven interactions, proactive outreach, and referrals to ensure a timely, compliant, and holistic member experience.

The position is based at Mt. Lehman Centre with hybrid/advisory collaboration across investment partners, branch advisory teams, and wealth/risk units.