Job Details

Posting Details

- Posted on November 6, 2026

Locations

110 - 1200 Lynn Valley Road
North Vancouver, BC V7J 2A2, CAN

- On-site
- Retail Branch (non SPP)
- Full-Time
- Requisition #: FOUND003642

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, cutting-edge 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.ca

What this role is all about:

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.

Collaboration & Referral Management

- 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.

Education & Financial Literacy

- 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.

A little about your qualifications:

- 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.
- Strong interpersonal and communication skills.
- Ability to simplify complex financial concepts for members.
- Proficiency in financial planning tools and CRM systems.

Total Rewards:

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

📌 Foundational Financial Planner (North Vancouver)
🏢 Beem Credit Union
📍 North Vancouver