Investment Specialist - South Okanagan

G&F Financial Group; Penticton; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a leading financial group as an Investment Specialist, providing premium financial and investment advice and driving growth within wealth management. This role involves relationship management across multiple branches and contributing to business development in a collaborative environment, ensuring service excellence and community engagement.

Qualifications

• Post-secondary degree or diploma required.
• Completion of IFIC or CSC preferred.
• Registration with CIRO MF or INV needed.

Responsibilities

• Provides financial and investment advice to members.
• Manages member portfolios focused on mutual funds and GICs.
• Develops business from external and current book sources.

Skills

Financial Advisory

Sales

Relationship Management

Business Development

Networking

Education

Post-secondary business degree or diploma

Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC)

LLQP for Life and Accident & Sickness license

Job description

Beem is a new credit union with a rich history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light, energy, and a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January , , Beem is one of BC’s largest provincially regulated credit unions, supporting the financial wellness of , members from branches across the province with $ billion in assets under administration. Learn more about our journey at

What this role is all about :

The Investment Specialist promotes financial wellness for all by contributing to the growth of Wealth Management business, providing financial and investment advice, gathering external assets, acting on internal referrals, and managing a portfolio of relationships. The incumbent works collaboratively with all credit union and subsidiary staff to proactively network, build relationships, and seek business development opportunities with members and non-members. The Investment Specialist is mobile, representing multiple branches, and is committed to service excellence. The successful candidate will cover the Osoyoos, Oliver, Penticton, and Summerland branches.

What you’ll do :

Investment Advice and Portfolio Management

• Provides high-calibre financial and investment advice and services to members.
• Manages a member portfolio for accounts less than $,, focused primarily on mutual funds and GICs.
• Manages portfolio growth by meeting sales and referral targets and increasing product and service penetration of existing members.
• Maintains and continually updates financial advising and investment product knowledge.

Sales and Business Development

• Develops business from external sources, within the current book, and with the Beem membership.
• Builds an annual business plan in collaboration with Branch Managers.
• Participates in branch marketing plans and campaigns to promote investment and other product growth.
• Seeks opportunities to cross-sell other Beem products and refer members to appropriate representatives.
• Develops awareness of competitor products, services, and marketing initiatives.
• Provides guidance, coaching, and mentoring to branch and team members.
• Educates and mentors branch employees in best practices for cross-selling and referrals.
• Collaborates with Beem employees to cross-sell banking and insurance products.

Community Investment

• Represents and promotes Beem in the community through participation in local activities and functions.
• Leads and/or participates in Beem-sponsored educational seminars and information sessions.
• Builds and maintains positive community and business relationships.

Compliance & Regulatory

Adheres to regulatory, compliance, and ethical standards.

• Post-secondary business degree or diploma.
• Successful completion of the Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC) (Preferred).
• Registration with CIRO MF or INV.
• Equivalent experience may be considered.
• Completion of the LLQP for Life and Accident & Sickness license is an asset.

What you’ll gain :

This role offers a base salary of $, - $, depending on experience, with additional compensation based on net sales (uncapped) and assets under management.

At Beem, we are BOLD and Always Welcoming, with values guiding our actions:

Build Together : You are a team player who fosters collaboration and inclusivity.

Own It : You take charge, drive change, and deliver results.

Lead with Agility : You are adaptable, innovative, and thrive on challenges.

Driven by Curiosity : You are eager to learn and shape the future.

Ready to join?

Visit us at to learn more about working at Beem Credit Union! We thank all applicants; only shortlisted candidates will be contacted.

We are committed to inclusive employment practices and an accessible environment. We do not discriminate and encourage all qualified candidates to apply. We value reconciliation, decolonization, and building strong relationships with communities across British Columbia.