Burnaby Hub7300 Edmonds StBurnaby, BC V3N, CANBeem 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.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.Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to join us in the role ofPersonal Advisor. The Personal Advisor is a key role in the Member Hub, acting as first point of contact for member calls and is an example of service excellence and powerful first impressions. The Personal Advisor provides a superior member experience by proactively solving member inquiries, promoting Beem Credit Union’s products and services and collaborating to support the branch network and other departments in maintaining and growing the member portfolio while building lasting and meaningful relationships.This position requires ability to travel between our Member Hubs in Burnaby and Langley, BC, with reliable transportation. The successful candidate must be flexible with a rotating schedule, including Monday to Friday or Tuesday to Saturday, and early morning and evening shifts.What this role is all aboutProvides non-cash related account services to members and processes routine banking transactions.Analyzes member needs, provides individualized financial advice and recommends appropriate Beem Credit Union products and services and alternatives,



including cross-selling and referrals to specialists.Conducts interviews with members to identify lending needs and make recommendations. Gathers information related to loan applications including conducting credit checks.Sells, prepares and ensures accurate processing of deposit and investment products and services including Term Deposits, RRSPs, RRIF’s, RESPs and related transactions.Proactively participates in seasonal and ongoing marketing product campaigns.Maintains records of financial information, produces financial reports and maintains financial systems to provide accurate, timely and relevant information for the most effective decision making.Reviews computer generated reports such as overdraft, new accounts and term maturities to identify variances and necessary action.Performs regular and proactive outbound calls for mortgage and deposit product renewals as well as marketing campaigns to increase member retention and wallet share.Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with Beem Credit Union.Proactively identifies and recommends process improvements for better efficiencies.Collaborates with specialist departments by referring members for additional services.What you’ll bringPost-secondary business degree or diploma, or a combination of education and experience2-3 years’ related experienceBack to Basics – Lending ProgramFinancial Planning 1 or equivalent is recommendedCUIC 210: Consumer & Residential Mortgage Lending is preferredEquivalent combination of the above may be appropriateTotal RewardsOur total rewards approach reflects Beem's values — celebrating success, investing in your growth,



and supporting you at work and in life.Compensation:Starting annual salary of$49,822(aligned to union agreement terms), with pay based on your skills and experience, and performance bonuses tied to shared goalsHealth & Wellness:Extended health coverage (including mental health support), dental care, and disability coverageTime Away:Vacation and personal days to rest, recharge, and manage life outside of workRetirement & Financial Well-being:Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributionsBeem Member Perks:Free banking accounts, special mortgage and lending rates, and preferred financial perksAt Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!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 agile, 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?Visit us atwww.Beemcreditunion.Ca to learn more about whatit’slike to work for Beem Credit Union! Wesincerely thankall 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 allqualifiedcandidates to apply. We are committed to a fair andequitablehiring 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

📌 Personal Advisor - C$49,822 A Year (Winnipeg)
🏢 Beem Credit Union
📍 Winnipeg