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 Foundational Financial Planner provides structured and simplified financial planning and lending support to members with evolving financial needs. This role is accountable for providing documented, easy‑to‑understand financial plans, assessing lending needs, and offering appropriate credit solutions that build confidence, improve financial literacy, and prepare members for comprehensive portfolio‑managed planning. As a sales‑driven role, the Foundational Financial Planner actively drives business growth through a goal‑focused approach and proactive member engagement.

Financial Planning Delivery & Decision-Making

Assess members’ financial situations, including lending needs and determine appropriate planning strategies based on their goals, risk tolerance, and life stage.

Make informed decisions on financial planning tools and resources to apply for each member scenario.

Document and present simplified financial plans that include clear, prioritized action steps for budgeting, debt management, savings, and advanced investment strategies.





Act as a trusted advisor by guiding members through comprehensive financial concepts and helping them understand the impact of their decisions.

Member Engagement & Relationship Building

Encourage members to adopt digital tools and resources to enhance their financial management capabilities.

Wealth Advisors, Small Business, Commercial Insurance Advisors).

Ensure all recommendations and referrals comply with regulatory standards and internal policies.

Diploma or degree in Finance, Business, Economics, or related field.

- Financial planning designations such as CFP, or equivalent advanced financial planning certificates are preferred.
- Experience in client-facing roles with a focus on financial education and planning.
- Proficiency in financial planning tools and CRM systems.

Compensation: The salary for this position is $74,500, with 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 flexible 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 robust, connected relationships.

📌 Consultant(e) - Banking & Financial Services (Whistler)
🏢 Beem Credit Union
📍 Whistler