Foundational Financial Planner - Whistler Branch

Job Category: Retail Branch (non SPP)

Requisition Number: FOUND003611

- Posted : October 22, 2026
- Full-Time
- On-site

Locations

Showing 1 location

Whistler Branch
101 - 4321 Village Gate Boulevard
Whistler, BC V8E 1H3, CAN

Description

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 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.

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.

Whatyou’lldo:





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.

Advisory Support

- Act as a trusted advisor by guiding members through comprehensive financial concepts and helping them understand the impact of their decisions.
- Provide personalized recommendations that align with members’ objectives.
- Support members in implementing action plans by explaining next steps and monitoring progress during follow-up reviews.

Member Engagement & Relationship Building

- Conduct annual planning reviews and milestone-based updates to ensure plans remain relevant and actionable.
- Proactively identify opportunities to deepen member engagement through discovery conversations and needs analysis.




- Encourage members to adopt digital tools and resources to enhance their financial management capabilities.
- Evaluate when member needs exceed the Foundational Advice tier and make timely, well-documented referrals for complex portfolio management (e.g., Wealth Advisors, Small Business, Commercial Insurance Advisors).
- Maintain accountability for ensuring referrals are seamless and member experience remains positive.
- Track referral outcomes and collaborate with partners to ensure holistic financial solutions are delivered.
- Simplify complex financial concepts into clear, actionable guidance for members.
- Develop and share educational resources that empower members to make informed decisions.
- Actively contribute to financial literacy initiatives within the organization.

Compliance & Documentation

- Ensure all recommendations and referrals comply with regulatory standards and internal policies.
- Maintain accurate, detailed records of member interactions, decisions made, and action plans implemented.
- Diploma or degree in Finance, Business, Economics, or related field.
- Mutual Funds License (IFIC/MFDA) required.
- Financial planning designations such as CFP, or equivalent advanced financial planning certificates are preferred.
- 3-5 years in financial advisory or educational roles.
- Experience in client-facing roles with a focus on financial education and planning.
- Robust interpersonal and communication skills.
- Ability to simplify complex financial concepts for members.
- Proficiency in financial planning tools and CRM systems.

Total Rewards:

Our total rewar

📌 Foundational Financial Planner (Canada)
🏢 Beem Credit Union
📍 Canada