Financial Solutions Associate Brentwood Branch

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 weve 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 BCs largest credit unions we serve over200000 membersacross66 brancheswith$18 billion in assets under administration.

If youre passionate about making a difference and want to join a team that values collaboration innovation and purpose join us on the journey.

Learn more:

What this role is all about:

The Financial Solutions Associate provides proactive milestoneâbased financial guidance and general investment advice to members without an assigned portfolio. This salesâdriven role supports business growth by delivering goalâbased advisory building strong member relationships and uncovering opportunities that align with key financial milestones such as saving debt management early investing and future planning. The Associate offers holistic guidance on savings accounts GICs term deposits and registered/non-registered products and ensures timely referrals to licensed specialists or planners when needed.

Whatyoulldo:

Holistic Financial & Investment Guidance (Non-Licensed)

• Conduct comprehensive discovery conversations to understand member goals priorities and financial milestones.
• Provide general investment education and guidance on savings products including RRSP TFSA RESP term deposits GICs and basic investment concepts.
• Support members with budgeting strategies emergency savings planning and debt reduction approaches.
• Promote financial literacy and empower members to make informed decisions about their financial future.
• Identify when member needs require licensed advice and provide appropriate referrals where required.

Lending & Credit Support

• Assist members with credit-related needs including mortgages loans lines of credit and credit optimization strategies.
• Guide members through major credit milestones such as homeownership refinancing or debt restructuring.
• Identify early-stage business or rental financing opportunities and provide appropriate referrals where required.
• Ensure all lending activities comply with internal standards regulatory requirements and risk management guidelines.

Member Experience & Engagement

• Deliver exceptional service aligned with a holistic and enhanced member experience.
• Conduct proactive follow-ups to help members stay on track toward achieving financial goals.
• Document all interactions opportunities and coaching notes accurately in the CRM system for effective member engagement activities.
• Support digital onboarding and encourage members to use the digital financial tools for convenience and empowerment.

Collaboration & Team Support

• Work closely with Financial Solutions Specialists to ensure seamless handoffs for licensed investment conversations.
• Partner with appropriate teams for complex or holistic planning needs requiring advanced expertise.
• Collaborate with branch teams to support the full member journey and provide a consistent experience.
• Participate in team learning sessions coaching programs and continuous improvement initiatives for advisory practices.

A little about your qualifications:

• Post-secondary education in Finance Business or related field preferred.
• 24 years of experience in advisory or retail financial services.
• Strong understanding of investment principles and registered products.
• Excellent relationship management and member engagement skills with a track record of delivering exceptional service.
• Excellent communication and coaching skills
• Comfortable using CRM and supporting digital adoption.
• Equivalent combination of education and experience will be considered.

Total Rewards:

Our total rewards approach reflects Beems values celebrating success investing in your growth and supporting you at work and in life.

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• Build Together: You are a team player who thrives on collaboration sparks ideas and fosters inclusivity.
• Own It: You are ready to take charge drive change and deliver outstanding results.
• Lead with Agility: You are a dynamic adaptable thinker who thrives on challenge and innovation.
• Driven by Curiosity: You are eager to explore learn and shape the future.

Ready to join

Visit us at learn more about whatitslike 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 allqualiïedcandidates 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.

Required Experience:

IC