Deliver financial planning and lending guidance as a Foundational Financial Planner at Beem Credit Union's on-site Whistler Branch. Use clear communication daily.
This full-time position supports members with evolving financial needs through structured planning and appropriate credit solutions. You will assess goals, risk tolerance, and life stage while documenting practical action steps. The work combines financial education, personalized recommendations, lending assessment, and proactive engagement to support financial wellness.
Key Responsibilities:
- Assess member financial situations, goals, and lending needs
- Document simplified plans covering budgeting, debt, savings, and investments
- Guide members through financial concepts and recommended next steps
- Conduct annual reviews and milestone-based planning updates
- Refer complex needs to appropriate portfolio-management partners
Requirements:
- Diploma or degree in finance, business, economics, or related field
- Mutual Funds License through IFIC or MFDA
- Three to five years in financial advisory or educational roles
- Client-facing financial education and planning experience
- Financial planning tools, CRM, and communication proficiency
Apply financial planning, lending assessment, and member education skills to support confident decisions at Beem Credit Union in Whistler.
Financial Planner Lending Advisory Whistler employer: Beem Credit Union
Beem Credit Union is an exceptional employer that prioritizes a people-first culture, fostering an environment where employees can thrive and grow. With a strong commitment to leadership development and innovative talent initiatives, Beem offers unique opportunities for professional advancement in the beautiful settings of British Columbia's Lower Mainland or Kelowna. Join a team that values collaboration, insight, and strategic investment in its workforce, making it a rewarding place to build your career.
