Money Advisor - West Broadway Branch (Vancouver)

Money Advisor - West Broadway Branch (Vancouver)

31 Oct
|
Beem Credit Union
|
Vancouver

31 Oct

Beem Credit Union

Vancouver

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 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.

What this role is all about : This position offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. This is not just a job—it’s a career. As a Money Advisor, you are the face of Beem Credit Union and central to the member experience. You have an entrepreneurial spirit, personal drive, and initiative, and thrive on seeking out the best solutions for your customers with your knack for balancing sales and outstanding customer service.

This role is based at our West Broadway Branch located in Vancouver, BC.

What you’ll do :

- Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
- Provides full-cycle account services including processing general banking transactions, identifying and processing deposits, investment and lending needs and resolving account issues.
- Proactively connects with members to identify needs as well as seek opportunities for additional and future business and strengthen members’ banking relationships with Beem Credit Union.
- Collaborates with branches and other departments, and provides referrals to product specialists,



to ensure a superior member experience and increase business across the credit union.
- Builds and maintains a professional network within the branch and local community and represents Beem Credit Union as a positive community partner.

What you’ll bring :

- 1-2 years experience in a sales and service-oriented role.
- Excellent customer service and strong relationship building abilities.
- Entrepreneurial and collaborative spirit.
- Self-initiative in driving your career and personal development.
- Degree or diploma in Business or Finance is preferred; general understanding of retail banking principles is an asset.

Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.

- Compensation : Annual salary range of $47,500 to $58,100 , with pay based on your skills and experience, and performance bonuses tied to shared goals
- Health & Wellness : 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

At 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?

- 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._

📌 Money Advisor - West Broadway Branch (Vancouver)
🏢 Beem Credit Union
📍 Vancouver

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