Financial Solutions Specialist - Mt. Lehman Centre Branch

Beem Credit Union; Abbotsford; On-site; CAD 67,000 - 73,000; Full time

Benefits offered by this job

Salary range

Health coverage

Dental care

Disability coverage

Vacation days

RRSP contributions

Banking perks

Job summary

Beem Credit Union is seeking a Financial Solutions Specialist to deliver licensed investment guidance and multi-goal advisory support from our Mt. Lehman Centre branch.

You will help members with investment suitability, retirement planning, and complex lending strategies, while collaborating with partners to ensure a holistic experience. The role requires 4–6 years of advisory experience, relevant credentials (PFP/QAFP/CFP preferred), and strong CRM/documentation skills.

Qualifications

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

• Provide licensed investment advice and multi-goal financial strategies.
• 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.
• Deliver advanced planning conversations focused on retirement, education savings, and tax efficiency.
• Support advisory opportunities using CRM analytics and deepen member relationships.
• Manage lending scenarios, including mortgages and multi-product strategies, with risk-conscious recommendations.
• Mentor Financial Solutions Associates and branch teams, sharing product knowledge and regulatory guidance.
• Document all steps in CRM and ensure seamless customer experience across channels.

Skills

Communication

Relationship building

Advisory skills

Coaching

Education

Business/Finance/Economics degree

Tools

CRM software

Job description

Job Category: Retail Branch (SPP)

Requisition Number: FINAN003506

• Posted : September 4, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Description

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:financial wellness for all.We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over200,000 membersacross66 brancheswith$18 billion in assets under administration.

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

The Financial Solutions Specialist provides advanced, licensed investment advice and multi‑goal financial strategies aligned to members’ life events and evolving financial needs. Working in an unassigned member model, the Financial Solutions Specialist engages members through milestone‑driven interactions, proactive outreach, and referrals, ensuring advice remains timely, compliant, and appropriate. Through goal‑based advisory and collaborative partnerships, this sales‑driven role ensures a seamless, holistic member experience.

Through hybrid advice delivery and close collaboration with investment partners, credit partners, and branch advisory teams, the Financial Solutions Specialist plays a key role in strengthening member relationships, identifying when comprehensive financial planning is required, and ensuring a seamless, holistic member experience across the broader advice ecosystem.

This role is based out of our Mt. Lehman Centre branch.

Whatyou’lldo:

Licensed Investment Advice & Mutual Fund Sales

• Perform investment suitability reviews based on client information, following regulations and internal policies.
• Provide tailored investment recommendations and execute mutual fund sales and other licensed investment products.
• 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.
• 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.
• Post‑secondary degree or diploma in Business, Finance, Economics or a related field.
• 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.

Total Rewards:

Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.

• Compensation:The salary range for this position is $67,700- $73,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
• Health & Wellness:Extended health coverage (including mental health support), dental care, and disability coverage
• Time Away:Vacation and personal days to rest, recharge, and manage life outside of work
• Retirement & Financial Well-being:Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Beem Member Perks:Free banking accounts, special mortgage and lending rates, and preferred financial perks

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• Own It: You are ready to take charge, drive change, and deliver outstanding results.
• Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
• Driven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join?

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.