Investment Specialist
3 days ago
About Beem Credit Union
Beem is a new credit union with 80 years of 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. It means energy. It means a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January 1, 2025, Beem will be one of BC's largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca.
What this role is all about:
The Investment Specialist supports Beem's vision of sales and service excellence by developing valuable long-term relationships with members, pro-actively determining and fulfilling their investment needs and providing them sound advice with high-quality, tailored financial solutions to match their financial goals. Through personal strengths in communication, sales leadership, and initiative, you will achieve financial sales goals through a focus on medium to high net-worth investors seeking diverse investment solutions. You will pro-actively manage client relationships; pursue internal opportunities/referrals, and external business growth opportunities.
Beem Credit Union is looking for a motivated and high-performing individual to join our Wealth Management team as an Investment Specialist. Working amongst a team of respected professionals, you will provide holistic financial and investment planning advice, develop long-term relationships, and create customized investment solutions for Beem Credit Union.
The successful candidate must have access to a reliable vehicle and be able to commute to offices in the South Okanagan.
What you'll do:
- Develop comprehensive financial plans as required.
- Promote high-quality financial personal image in the community.
- Identify cross-selling and referral opportunities to other Beem partners, achieve referral objectives.
- Develop external leads and build referral relationships within the community.
- Develop and deliver educational seminars to members and staff on investment related topics and assist in the education of branch staff regarding Credit Union services and products in order to pro-actively grow the business.
- Work as a team member with licensed branch staff to ensure that all member needs are met in a timely, cost-effective manner.
A little about your qualifications:
- High School diploma/Grade 12 plus 2 years of formal post-secondary education or equivalent and have or be willing to work towards the CFP (Certified Financial Planner designation).
- Must possess a Mutual Funds License.
- 2-4 years of job-related experience in a financial sales and services environment.
- Knowledge of current domestic and international investment marketplace.
- Knowledge of RRSPs, RRIFs, RESPs, mutual funds and individual securities.
- Must have a valid BC Driver's License and reliable access to a vehicle.
What you'll gain:
- The base salary range for this position is $55,411 - $69,264.
- In this role, you have the opportunity to earn variable compensation of up to 7% quarterly on top of your base salary, as well as up to 5% variable compensation earned annually.
- Annual incentive bonus based on performance.
- Extended health care, dental coverage and disability coverage.
- Favorable vacation benefits.
- RRSP with Employer contributions, and the option to contribute yourself.
- Special banking perks - including mortgage and lending products.
Ready to join?
Visit us at beemcreditunion.ca to learn more about what it's like to work for Beem Credit Union We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.
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.
#J-18808-Ljbffr-
Financial Services Professional
3 days ago
Penticton, British Columbia, Canada Beem Credit Union Full timeAbout Beem Credit UnionBeem Credit Union is a progressive financial institution with a rich history of 80 years. Inspired by cooperative values, our founding credit unions recognized that we can achieve more together. Our mission is to provide exceptional sales and service excellence to our members, ensuring their financial wellness and success.The Role:...
-
Advisory Financial Specialist
7 days ago
Penticton, British Columbia, Canada Scotiabank Full timeKey ResponsibilitiesTaking a proactive approach to understanding customer needs, providing expert advice and guidance on financial matters.Educating customers on financial strategies, including day-to-day banking, investments, and borrowing solutions.Building strong, long-standing relationships with customers, nurturing trust and loyalty.Developing and...
-
Mortgage Specialist
3 weeks ago
Penticton, British Columbia, Canada BMO Financial Full timeApplication Deadline:03/28/2025Address:195 Main Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....
-
Mortgage Specialist
3 weeks ago
Penticton, British Columbia, Canada BMO Financial Full timeApplication Deadline: 03/28/2025 Address: 195 Main Street Job Family Group:Retail Banking Sales & Service Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....
-
Mortgage Specialist
2 weeks ago
Penticton, British Columbia, Canada BMO Financial Full timeApplication Deadline:03/28/2025Address:195 Main Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....
-
Civil Infrastructure Development Specialist
4 days ago
Penticton, British Columbia, Canada TRUE Consulting Full timeCompany OverviewTRUE Consulting is a client-focused engineering firm that prioritizes genuine relationships and practical solutions. We believe in building long-term partnerships with our clients, based on trust, honesty, and mutual success.We strive to deliver exceptional engineering services by investing in the well-being and success of our employees. Our...
-
Procurement Specialist
2 days ago
Penticton, British Columbia, Canada Penticton Foundry Ltd. Full timePenticton Foundry Ltd. is a leading manufacturer of high-quality products, and we're seeking a skilled Purchasing Manager to join our team.The successful candidate will be responsible for executing supply contracts, obtaining quotes, researching suppliers, and developing and maintaining supply chains. They will also administer complex purchase orders, review...
-
Civil Infrastructure Development Specialist
6 days ago
Penticton, British Columbia, Canada TRUE Consulting Full timeWe are seeking a talented Junior Civil Engineer to join our team at TRUE Consulting, where we prioritize genuine relationships and engineering excellence. Our commitment to clients goes beyond contracts, focusing on building long-term partnerships and investing in employee well-being.">In this role, you will contribute to the design and planning of municipal...
-
junior civil engineer
2 weeks ago
Penticton, British Columbia, Canada TRUE Consulting Full timeWhy We're Here At TRUE Consulting, relationships are at the heart of everything we do – TRUE , genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That's why we focus on building long-term partnerships, not just one-off...
-
Junior Civil Engineer
4 weeks ago
Penticton, British Columbia, Canada True Consulting Engineers Ltd Full timeAt TRUE Consulting, relationships are at the heart of everything we do – TRUE, genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That's why we focus on building long-term partnerships, not just one-off projects. Our commitment...
-
Junior Civil Engineer
1 week ago
Penticton, British Columbia, Canada TRUE Consulting Full timeWhy We're HereAt TRUE Consulting, relationships are at the heart of everything we do – TRUE, genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That's why we focus on building long-term partnerships, not just one-off projects....
-
Junior Civil Engineer
4 weeks ago
Penticton, British Columbia, Canada TRUE Consulting Full timeWhy We're Here At TRUE Consulting, relationships are at the heart of everything we do – TRUE , genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That's why we focus on building long-term partnerships, not just one-off...
-
Client Advisor Intern
5 days ago
Penticton, British Columbia, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...
-
Mortgage Specialist
4 weeks ago
Penticton, Canada BMO Financial Group Full timeApplication Deadline: 03/28/2025Address: 195 Main StreetJob Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more....
-
Personal Banker
2 weeks ago
Penticton, Canada HSBC Full time-Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of...
-
Immediate Start! Junior Civil Engineer
4 weeks ago
Penticton, Canada TRUE Consulting Full timeWhy We’re Here At TRUE Consulting, relationships are at the heart of everything we do – TRUE, genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That’s why we focus on building long-term partnerships, not just one-off...
-
Junior Civil Engineer
4 weeks ago
Penticton, Canada True Consulting Engineers Ltd Full timeAt TRUE Consulting, relationships are at the heart of everything we do – TRUE, genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That’s why we focus on building long-term partnerships, not just one-off projects. Our...
-
Junior Civil Engineer
4 weeks ago
Penticton, Canada TRUE Consulting Full timeWhy We’re Here At TRUE Consulting, relationships are at the heart of everything we do – TRUE , genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That’s why we focus on building long-term partnerships, not just one-off...
-
Junior Civil Engineer
4 weeks ago
Penticton, Canada TRUE Consulting Full timeWhy We’re HereAt TRUE Consulting, relationships are at the heart of everything we do – TRUE, genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That’s why we focus on building long-term partnerships, not just one-off...
-
Junior Civil Engineer
4 weeks ago
Penticton, Canada TRUE Consulting Full timeWhy We’re HereAt TRUE Consulting, relationships are at the heart of everything we do – TRUE, genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That’s why we focus on building long-term partnerships, not just one-off...
-
Junior Civil Engineer
4 weeks ago
Penticton, BC, Canada TRUE Consulting Full timeWhy We’re Here At TRUE Consulting, relationships are at the heart of everything we do – TRUE , genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That’s why we focus on building long-term partnerships, not just one-off...
-
Junior Civil Engineer
4 weeks ago
Penticton, British Columbia, U2A, CA TRUE Consulting Full timeWhy We’re HereAt TRUE Consulting, relationships are at the heart of everything we do – TRUE, genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That’s why we focus on building long-term partnerships, not just one-off...
