Beem Credit Union: Banking for every journeyBeem 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, creative technology, and genuine human connection.As one of BC’s largest credit unions, we serve over200,000 membersacross66 brancheswith$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. Learn more: www.Beemcreditunion.CaWhat this role is all aboutPartnering 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 enable you to be a sales and service leader.This is a role within our BlueShore Financial division, based out of theLynn Valley branchin North Vancouver working a Monday‑Friday schedule.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.Intermediate financial planning courses preferred.CompensationAnnual salary range:$58,500 - $68,800. Your starting pay reflects the skills, experience, and unique strengths you bring. We review salaries every year.Performance and recognitionYour success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.Health and wellnessExtended health coverage, including mental health supportDental care that keeps you smilingDisability coverage for peace of mindTime away: Rest isn’t extra—it’s essentialTake the time you need to relax, explore,



or just catch up on life, with vacation and personal days.Retirement and financial well-beingGenerous RRSP contributionsIn‑house financial advice to help you plan aheadFlexible options to add your own contributionsBeem member perksFree banking accountsSpecial mortgage and lending ratesPreferred financial perksAt Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.Own It: You are ready to take charge, drive change, and deliver outstanding results.Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.Driven by Curiosity: You are eager to explore, learn, and shape the future.Ready to join? Visit us at www.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.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 - Lynn Valley Branch - C$58,500 - C$68,800 A Year (Winnipeg)
🏢 Beem Credit Union
📍 Winnipeg