Locations Showing 1 locationDescription 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 over 200,000 members across 66 branches with $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.Partnering with a full team of professionals, this role provides comprehensive and balanced financial solutions that support the financial wellness of our clients. This position is perfect for someone wanting to develop their banking career towards a Financial Planning/Advisory pathway. Your in‑depth understanding of a wide variety of investment and credit solutions enables you to be a sales and service leader.This is a role within our BlueShore Financial division, based out of the Kerrisdale Branchin Vancouver.What you’ll doRespond to a wide variety of client requests and inquiries using the "Four Pillars" approach – Banking, Investments, Credit and Insurance.Understand and advise clients on the purchase of registered and non‑registered investment products (including Mutual Funds). Complete and process all related documentation utilizing advisory tools and ensuring compliance to regulations.



Refer more complex needs to Financial Advisor as required.Understand and advise clients on the purchase of personal lending products and services including mortgages, personal loans, lines of credit, MasterCard applications and associated insurance products. Make appropriate credit recommendations to Manager.Call unassigned clients during campaigns and as directed by Manager. Negotiate pricing and process renewals within established pricing grid.Process estate accounts compiling the necessary documentation. Complete required transactions and refer more complex requests as needed.What you’ll bring2 years’ experience in the financial services industry.Mutual Funds license and experience is an asset.Solid understanding of retail lending (including mortgages) and investment products.Your Total Rewards Compensation, Performance & Recognition Annual salary range: $61,800 - $67,600.Pay is based on your skills, experience, and the value you bring, with annual salary reviews. We recognize robust performance through meaningful recognition and, where applicable, performance bonuses tied to shared goals.Health & wellness and Time away We support your well‑being with extended health and dental coverage, mental health support, and disability coverage. Rest matters.



Enjoy vacation and personal days to recharge and take care of life outside of work.Retirement & financial well-being Plan confidently with generous RRSP contributions, optional employee contributions, and access to in‑house financial advice. In addition, you’ll have access to Beem member perks: Enjoy free banking, preferred lending and mortgage rates, and other exclusive member benefits.The bottom line Our Total Rewards reflect who we are — investing in your growth, recognizing success, and supporting you at work and beyond.Values B uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity. O wn It: You are ready to take charge, drive change, and deliver outstanding results. L ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation. D riven 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.#J-18808-Ljbffr

📌 Financial Services Associate 3 - Kitsilano Branch - C$61,800 - C$67,600 A Year (Vancouver)
🏢 Beem Credit Union
📍 Vancouver