Money Advisor

6 months ago

Surrey, Canada Beem Credit Union Full time

**About Beem**

Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from 53 branches that span BC from downtown Vancouver to the North Peace region.

At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

Learn more about our journey to build Beem Credit Union at togetherwearebetter.ca.

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit

**What this role is all about**:
Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to join us in the role of Money Advisor. 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 will be based out of our beautiful **Cloverdale Branch**. Located in Surrey, BC, a dynamic city nestled within the stunning landscapes of Metro Vancouver. Experience the natural beauty and urban vibrancy that define Surrey's unique charm. Join a diverse and welcoming community that celebrates culture, creativity, and innovation. With a thriving economy, excellent educational institutions, and easy access to major metropolitan centers, Surrey offers endless opportunities for professional growth and personal fulfillment. Come discover why Surrey is more than just a destination—it's a place to call home.

**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.

**A little about your qualifications**:

- 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.

**What will you gain**:

- Competitive base salary; reviewed annually. The salary range for this position is $43,260 to $54,075. The starting salary will be based on related education, training, and experience. #LI-Onsite
- An incentive bonus plan.
- Extended health care, dental coverage and disability coverage.
- Favorable vacation benefits - paid time off to recharge
- RRSP with Employer contributions, and the option to contribute yourself.
- Special banking perks - including mortgage and lending products.

**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 dynamic, 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?

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