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Added 26 mins ago
7
Assistant Store Leader (Assistant Manager)
7-Eleven
AB · Edmonton, AB
- Full-time
…immediately and are focused and dedicated to your success! We offer full-time hours and a valuable management and leadership experience with competitive…
Added 56 mins ago
A
Warehouse Assistant
ALS
Timmins, ON · CAN - ON - Timmins
- Full-time
At ALS, you’ll be supported to develop new skills and reach your full potential. We invest in our people with programs and opportunities that help you build a diverse career with us.
Added 1 hour ago
CO
Working Foreman – Environmental Division, Department of Public Works
City of Methuen
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
The City of Methuen is committed to the full inclusion and consideration of all qualified individuals for its open positions, regardless of their race, gender identity, religion, ethnicity,…
Added 1 hour ago
C
Registered Practical Nurse, Perioperative Services – Permanent Full-Time (1.0)
CHEO
Ottawa, ON
- Full-time
…researchers, as well as volunteers – all of whom work together to help children and youth achieve their best lives. Within its own walls and through partnerships with community providers,…
Added 2 hours ago
R|
Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…clinician-scientist, is looking for a motivated person to fill the position of full-time Research Associate. The team specializes in genetic white matter diseases, leukodystrophies, and…
Added 2 hours ago
TH
Millwork Sales Specialist Full-Time - 7258 Lloydminster
The Home Depot
Lloydminster, SK
- Full-time
Typically requires overnight travel less than 10% of the time.
Added 3 hours ago
SAP Ariba / AP Solution Architect
Capgemini
Vancouver, BC
Capgemini offers a comprehensive, non-negotiable benefits package to all regular, full-time employees. In the U.S. and Canada, available benefits are determined by local policy and…
Added 3 hours ago
Customer Service Representative (Dimond Roofing, Hamilton)
Fletcher Building
Hamilton, ON
Join New Zealand’s leading roofing manufacturer and help shape the customer experience from the front line.
Added 3 hours ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
Regina, SK
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 3 hours ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
AB · Edmonton, AB
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 4 hours ago
LC
Receiver Part Time Night
Loblaw Companies Limited
Saskatoon, SK
- Part-time
Whether picking up a bag of cookies, a sweet new outfit or a cart full of essentials, our Receiver team members contribute to building memorable experiences by receiving and unloading new…
Added 6 hours ago
T
Full-Time Assistant Manager
Torrid
AB · Edmonton, AB
- Full-time
Help recruit, develop and train top talent who are sales, customer, and fashion-focused
Added 6 hours ago
AL
Vehicle Loader
Auto Logistics Providers Canada
New Tecumseth, ON
- $23 to $26 CAD / hour
- Full-time
Auto Logistics Providers Canada is looking to hire Full Time Vehicle Loaders for our Alliston ON location on the Honda property. This position will be to load the new vehicles onto the…
Added 6 hours ago
Human Resources Business Partner
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Added 6 hours ago
SC
Voilà Delivery Teammate - Full-time
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Vaughan, ON
- Full-time
…e-commerce grocery delivery and curbside business. You will help grow the e-commerce business in the Ontario, Nova Scotia, Newfoundland, and Québec markets powered by Ocado Group’s…
Added 6 hours ago
CL
Human Resources Assistant
Community Living Dufferin
East Garafraxa, ON
- Full-time
- Contract
Human Resources Assistant - Full Time Contract (Up to One Year)
Added 6 hours ago
LC
Receiver Part Time Day
Loblaw Companies Limited
Red Deer, AB
- Part-time
Whether picking up a bag of cookies, a sweet new outfit or a cart full of essentials, our Receiver team members contribute to building memorable experiences by receiving and unloading new…
Added 6 hours ago
SC
Automotive Service Technician (310S)
Stoakley-Stewart Consultants Ltd.
Burlington, ON
- Full-time
The stated compensation range reflects the full scope of the role as currently structured and is provided in accordance with pay transparency requirements. Offers are determined based on…
Added 6 hours ago
GF
Talent Acquisition Partner
General Fusion Inc.
Richmond, BC
- Full-time
Reporting to the Manager, People & Culture, the Talent Acquisition Partner will be a hands-on, full-cycle recruiter with primary responsibility for a portfolio of General Fusion's…
Added 8 hours ago
W
HR & Operations Coordinator (Manufacturing)
Wonderbrands
Mississauga, ON
- Other
The Operations Coordinator is responsible for providing full administrative support to various departments, which may include general office duties, and coordinating office facilities.…
Added 8 hours ago
BT
Controller
Baker Tilly Canada
Windsor, ON
- Full-time
…and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 9 hours ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Halifax, NS
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 hours ago
S
Communications + Public Affairs Assistant
Sutherland
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Help organize and maintain client files, shared drives, contact lists and project materials.
Added 10 hours ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of…
Added 11 hours ago
OR
Wireless Sales Associate - 3128 Temiskaming Shores
OSL Retail Services Inc
Temiskaming Shores, ON
- Other
Wireless Sales Associate | Full- Time | 3128 Temiskaming Shores

Beem Credit Union

Financial Solutions Associate - Kerrisdale Branch

Vancouver, BC, V6M 2A4, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Experience: 2–4 years of experience in advisory or retail financial services.
Posting language: English
Posted: Nov 5, 2026

Original job description

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, we’ve 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 BC’s largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration.

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

Learn more: www.beemcreditunion.ca

What this role is all about:

The Financial Solutions Associate provides proactive, milestone‑based financial guidance and general investment advice to members without an assigned portfolio. This sales‑driven role supports business growth by delivering goal‑based 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.

We are currently seeking two Financial Solutions Associates for our Kerrisdale Branch on 2326 W 41st Ave, Vancouver.

What you’ll do:

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.
2–4 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 Beem's values - celebrating success, investing in your growth, and supporting you at work and in life.

Compensation: Annual salary range of $61,120 - $65,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks

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 www.beemcreditunion.ca to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all 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 all qualiﬁed candidates to apply. We are committed to a fair and equitable hiring 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.

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More about this job

Responsibilities

The Financial Solutions Associate provides proactive financial guidance and investment advice to members to support their financial milestones. They are responsible for managing lending needs, promoting financial literacy, and maintaining strong member relationships through effective CRM documentation.

Requirements

Candidates should have 2–4 years of experience in advisory or retail financial services and a strong understanding of investment principles. A post-secondary education in Finance, Business, or a related field is preferred.

Skills

Financial guidance
Investment advice
Relationship management
Sales
Lending
Credit optimization
Financial literacy
CRM
Digital onboarding
Communication
Coaching
Budgeting
Debt management
Risk management

Benefits

Extended health coverage
Mental health support
Dental care
Disability coverage
Vacation days
Personal days
RRSP contributions
In-house financial advice
Free banking accounts
Special mortgage and lending rates

Visa sponsorship

Not detected in the job text

Keywords

Financial Solutions
Credit Union
Banking
Investment
RRSP
TFSA
RESP
GIC
Term Deposits
Lending
Mortgages
Debt Management
Financial Wellness
CRM
Retail Financial Services
Member Engagement
Financial Literacy
Risk Management
Digital Adoption
Advisory

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