Wealth Protection Specialist Okanagan

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 Wealth Protection Specialist provides professional life insurance planning services advice and support to clients with personal and business insurance needs. This role works proactively with the Advisory Sales team to identify and cultivate insurance referral opportunities across branch wealth business and commercial channels. The Wealth Protection Specialist supports the growth of existing and new member relationships by delivering appropriate insurance solutions promoting holistic financial protection strategies and supporting the broader credit union product and service offering. The role ensures advice is delivered in accordance with regulatory requirements ethical standards and best practices while contributing to a highâquality member experience.

What youll do:

MemberAdvisory & Insurance Planning

• Consults with members on personal and business insurance needs by analyzing income assets liabilities and wealth transferobjectivesin alignment withmembergoals.
• Determinesinsurance needs identifiesappropriate solutions and provides recommendations formemberconsideration.
• Advisesclientson a broad range of insurance products and solutions including Universal Life Term Life Whole Life Critical IllnesslongâTerm Care Disability Key Person insuranceBuyâSell Agreements andotherwealth transfer strategies.
• Conducts followâup meetings to reassessmembercircumstances and recommend adjustments where needs have changed.

Sales Support & Business Development

• Proactively partners with Advisory Sales branch small business and commercial teams toidentifyreferral opportunities and support insurance needs analyses.
• Promotes growth of insurance coverage for existing and newmembers while crossâreferring to other credit union products and services asappropriate.
• Pursues business development opportunities in alignment with ethical standards and all regulatory and licensing requirements.
• Generates leads and referral opportunities through professional networking community involvement and other approved engagementactivities.

Application Processing & Relationship Management

• Processes life insurance applications and coordinates all required followâup discussions and documentation.
• Ensurestimelyandaccuratecompletion of insurance applications and ongoing communication with members throughout the process.
• Maintains strong branch and advisor relationships to ensure seamlessmemberexperiences across banking and wealth services.

Compliance & Professional Standards

• Conducts all activities in compliancewith InsuranceCouncil of British Columbia requirements and applicable regulatory standards.
• Ensuresmemberrecommendations documentation and communications meet internal policies and external regulatory obligations.

Internal Expertise & Knowledge Sharing

• Acts as a technical resource to internal teams by providing information sessions demonstrations and guidance on life insurance products features benefits and processes.
• Supports internal understanding of insurance solutions by responding to questions and providing followâup whererequiredto ensure clarity and alignment.
• Contributes tomaintainingconsistent knowledge and best practices across Advisory and Wealth & Planning teams.

What youll bring:

• Licensedandin good standingwith the Insurance Council of British Columbia.
• 46 years ofdirectly relatedexperienceprovidinglife insurance advice and protection planning within a financial services environment.
• Expert knowledge of personal insurance products and concepts including life disability critical illness wealth protection strategies andrelatedindividual/corporate taxation considerations.
• Solid understanding ofinvestment andbanking products and services to support holistic memberâfocused advice.
• A commitment to innovation driven by curiosity with a proactive approach to exploringnew ideas
• Certified Financial Planner (CFP) designation or other relevant financial planning credentials are considered an asset.
• Equivalent combination of the above may be appropriate

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