Money Advisor

4 days ago

Vancouver, Canada Gulf & Fraser Full time

**About Beem Credit Union**

**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 is role will be based out of our beautiful** Fraser Street 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.

**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 starting salary for this position is $44,825.95.
- An incentive bonus plan.
- Extended health care, dental coverage and disability coverage.
- Favorable vacation benefits - paid time off to recharge #LI-Onsite
- 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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