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. 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.

The Financial Solutions

Associate provides proactive, milestone‑based financial guidance and general investment advice to members without an assigned portfolio. This sales‑driven role supports business growth by delivering goal‑based advisory, building strong member relationships, and uncovering opportunities that align with key financial milestones such as saving, debt management, early investing, and future planning. The Associate offers holistic guidance on savings accounts, GICs, term deposits, and registered/non‑registered products, and ensures timely referrals to licensed specialists or planners when needed.

Holistic

Financial & Investment Guidance (Non‑Licensed) Provide general investment education and guidance on savings products, including RRSP, TFSA, RESP, term deposits, GICs, and basic investment concepts. Support members with budgeting strategies, emergency savings planning, and debt reduction approaches. Identify when member needs require licensed advice and provide appropriate referrals where required.

Lending & Credit Support Assist members with credit‑related needs, including mortgages, loans, lines of credit, and credit optimization strategies. Guide members through major credit milestones such as homeownership, refinancing, or debt restructuring.



Identify early‑stage business or rental financing opportunities and provide appropriate referrals where required.

Ensure all lending activities comply with internal standards, regulatory requirements, and risk management guidelines. Conduct proactive follow‑ups to help members stay on track toward achieving financial goals. Document all interactions, opportunities, and coaching notes accurately in the CRM system for effective member engagement activities.

Support digital onboarding and encourage members to use the digital financial tools for convenience and empowerment. Work closely with Financial Solutions Specialists to ensure seamless handoffs for licensed investment conversations. Participate in team learning sessions, coaching programs, and continuous improvement initiatives for advisory practices.

Post‑secondary education in Finance, Business, or related field preferred. ~2–4 years of experience in advisory or retail financial services. ~ Strong understanding of investment principles and registered products. ~ Excellent communication and coaching skills ~ Comfortable using CRM and supporting digital adoption. ~ Annual salary range of $61,120 - $65,000, with pay based on your skills and experience, and performance bonuses tied to shared goals Extended health coverage (including mental health support), dental care, and disability coverage Time Away: Vacation and personal days to rest, recharge, and manage life outside of work Retirement & Financial Well‑being: Generous RRSP contributions, in‑house financial advice, and versatile options to add your own contributions Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks Visit us at to learn more about what it’s like to work for Beem Credit Union! We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees.

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. #

📌 Financial Services Representative- Full Time (Vancouver)
🏢 Beem Credit Union
📍 Vancouver