Money Advisor

5 days ago

Abbotsford, Canada Gulf & Fraser Full time

**Your Future is Bright**

Are you ready to elevate your career within Beem Credit Union? We're thrilled to announce this opportunity for talented individuals like you to step into key roles and drive our mission forward.

**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 a temporary role (12 months) and will be based out of our beautiful **Mt Lehman** **Branch**located in Abbotsford, 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.

**Ready to apply?**

If you have any questions, don't hesitate to reach out to the People & Culture team. We're here to support your career growth

  • Money Advisor

    24 hours ago

    Abbotsford, British Columbia, Canada Gulf & Fraser Full time $47,500 - $58,100 per year

    About Beem Credit UnionBeem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are...

  • Money Advisor

    1 week ago

    Abbotsford, 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...

  • Money Advisor

    17 hours ago

    Abbotsford, British Columbia, VSE, Canada Personal Banking Full time $47,500 - $58,100 per year

    About Beem Credit Union  Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are...

  • Money Advisor

    2 days ago

    Abbotsford, Canada G&F Financial Group Full time

    About Beem Credit Union Beem is a new credit union with years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are...

  • Parts Advisor

    2 weeks ago

    Abbotsford, Canada Abbotsford Chrysler Full time

    Are you a looking for more than just a job? Want to earn great money, work with cutting-edge tools, and be part of a company that actually values you? Abbotsford Chrysler—a proud member of Trotman Auto Group and one of Abbotsford's top employers—is looking for YOU! We’re more than a dealership—we’re a team of professionals who take pride in...

  • Automotive Technician

    6 days ago

    Abbotsford, Canada Trotman Auto Group Full time

    Automotive TechnicianComox Valley Toyota – Courtenay, BCFlat Rate: $37.29–$45.00/hr + Proficiency Bonus | Up to $5,000 Signing BonusAre you a skilled Automotive Technician looking for more thanjusta job? Want to earn great money, work with cutting-edge tools, and be part of a company that actually values you?Comox Valley Toyota—a proud member ofTrotman...

  • Accounts Manager

    2 weeks ago

    Abbotsford, Canada Innovative Flooring Full time

    **Senior Accounts Manager (Commission-Based)** Are you a seasoned sales professional with 10+ years in the construction or flooring industry? Do you have an established book of business—preferably with a background in flooring retail in the Fraser Valley—and strong relationships with builders, developers, and contractors? If you thrive on closing...

  • Administrative Assistant

    2 weeks ago

    Abbotsford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?**: RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

  • Financial Solutions Manager

    1 week ago

    Abbotsford, Canada Prospera Credit Union Full time

    **TEAM LOCAL is hiring** Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve...

  • Senior Manager

    2 weeks ago

    Abbotsford, Canada KPMG Canada Full time

    Senior Manager, Global Infrastructure Advisory - Commercial6 days ago. Be among the first 25 applicants.OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world. Our Global Infrastructure Advisory team is a multi-disciplinary group...