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, as well as contributing to the growth of all lines of Beem’s business. 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 on all facets of business. The successful candidate will cover the Osoyoos, Oliver, Penticton and Summerland branches.

What you’ll do:

Investment Advise and Portfolio Management

• Provides high-calibre financial and investment advice and services to members

• Manages a member portfolio for accounts less than $250,000, 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

• Works to develop business from external sources, within current book and with the Beem membership
• Builds an annual business plan, collaborating with the various Branch Managers to implement the plan
• Participates in the implementation of branch marketing plans to attain investment and other product growth within set objectives
• Takes part in campaigns, specific marketing initiatives and/or promotions of new products and services that promote sales and growth in key target areas
• Actively seeks opportunities to cross-sell other Beem products and refer members to the appropriate branch representatives
• Develops and maintains an awareness of competitor’s products, services and marketing initiatives

Mentoring & Collaboration

• Provides guidance, coaching and mentoring to branch and team members

• Proactively educates and mentors branch employees in best practices surrounding cross-selling and referrals of investment products and services

• Collaborates with Beem employees to cross-sell and refer banking and insurance products

Community Investment

• Represents and promotes Beem in the community by participating in local business activities and community functions

• Leads and/or participates in Beem-sponsored educational seminars and information sessions

• Builds and maintains positive relationships within community and business network

Compliance & Regulatory

Adheres to regulatory, compliance and code of ethics standards.

A little about your qualifications:

• Post-secondary business degree or diploma
• 3-5 years’ related experience
• Successful completion of the Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC) (Preferred)
• Registration with CIRO MF or INV
• Equivalent combination of the above may be appropriate
• Completion of the LLQP to obtain Life and Accident & Sickness license is an asset

What you’ll gain:

This role has a base salary of $60,000 - $71,000 based on experience, with further cash compensation paid based on net sales achieved (with no cap) and AUM held.

Ready to apply?

We encourage all qualified internal candidates to apply through UKG – View Opportunities. Before applying, please ensure that your manager endorses your application.

The position will remain visible and available on UKG until closed. If you're interested in applying after the closing date, you are still welcome to submit your application. Please note, however, that the acceptance of late applications will be reviewed, and consideration may depend on current stage of the recruitment process.

If you have any questions, don't hesitate to reach out to the People & Culture team. We're here to support your career growth!

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.