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Added 8 mins ago
SM
Senior Associate, Alternative Assets - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Responsible for system administration and proper set-up and controls
Added 8 mins ago
SL
Senior Associate, Alternative Assets - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Responsible for system administration and proper set-up and controls
Added 8 mins ago
MU
Faculty Lecturer (Professional), School of Physical and Occupational Therapy, Clinical Education of Physical Therapy Program (C1-261028)
McGill University
Meredith,Chas.,House
- Full-time
Bi-annual meetings with clinical site coordinators and partners to review and coordinate potential adjustments to clinical placement administration.
Added 8 mins ago
TF
Payroll Manager
The Fastener Group Ltd.
Calgary, AB
- Full-time
Partner with HR, Finance, Benefits, and IT to support payroll initiatives, projects, reporting, and system enhancements.
Added 8 mins ago
S
IT Security Profess.
Schaeffler
Chatham-Kent, ON · Chatham, ON
- Full-time
Documentation of Security Incidents in the case management system
Added 8 mins ago
S
IT Security Profess.
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Chatham-Kent, ON · Chatham, ON
- Full-time
Documentation of Security Incidents in the case management system
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Senior Dotnet Developer
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Regina, SK
- $75 to $95 CAD / hour
- Contract
The Senior .NET Developer will contribute to application development, production support, system integrations, technical enhancements and the transition of new solutions into ongoing…
Added 8 mins ago
GT
Senior .NET Support, Maintenance, and Development Resource
Global Technical Talent, an Inc. 5000 Company
Regina, SK
- $45 to $70 CAD / hour
- Contract
Minimum 5 years of experience in Microsoft Azure Administration, including Azure DevOps and CI/CD.
Added 8 mins ago
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Cloud Engineer, Healthcare IT PACS
Sectra
Vancouver, BC
- Full-time
Drive and support system reliability, scale and performance activities
Added 9 mins ago
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Marketing and Patient Experience Strategy Lead - Clinical Research
ActivMed Practices & Research, LLC.
Burlington, ON
- Full-time
Minimum Qualifications: A Bachelor’s degree in health administration, health sciences, business or related field AND a minimum of 4 years related experience, or an equivalent combination of…
Added 23 mins ago
JC
Security Systems Alarm Operator
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Toronto, ON · CAN ON Toronto Sheppard Avenue
- Part-time
This role is to provide administration and monitoring of physical access security for 1 major client. It is an innovative position that allows the client to have multiple locations remotely…
Added 23 mins ago
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OT Infrastructure Engineer
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- Full-time
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Added 38 mins ago
H
Manager Primary Health Care
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Manager, Primary Health Care is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province's healthcare goals. Reporting to the…
Added 38 mins ago
H
Manager Population Health
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Saskatoon, SK
- Full-time
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Added 38 mins ago
Senior HR Business Partner, Pacific Link - Edmonton - Referral Eligible
Trans Mountain
Edmonton, AB
Trans Mountain Corporation operates Canada’s only pipeline system transporting oil products to the West Coast. We deliver approximately 890,000 barrels of petroleum products each day…
Added 38 mins ago
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National Education Officer – Learning Management System
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Ottawa, ON
- Full-time
…education, the National Education Officer – Learning Management System builds the union and fosters membership solidarity and activism by conceptualizing, researching, developing, testing…
Added 38 mins ago
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Supporting financial administration through budget monitoring, invoice processing, expenditure tracking, reconciliations, and reporting.
Added 39 mins ago
Mgr Administration Serv
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BC · Prince George, BC · Duncan, BC · Nanaimo, BC · Courtenay, BC · Victoria, Brit
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Added 39 mins ago
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Registered Practical Nurse - Stroke Unit
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Added 54 mins ago
Lease Administrator
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Abstracting Realty agreements and uploading in the Realty administration system SAP-REFX.
Added 54 mins ago
JF
Restaurant Supervisor
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- $17.92 CAD / hour
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Implement feedback and suggestion system (from sales building to evaluation) during shift.
Added 54 mins ago
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Manager, Information Systems & Technology-Biomedical Technology
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- Full-time
Supervise the daily activities of IT systems administration, infrastructure, clinical applications and biomed support teams (Tiers 1, 2, 3, and 4).
Added 54 mins ago
M
Intermediate DevOps Specialist
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- Full-time
At least 3 years of experience in software development, DevOps, platform engineering, cloud engineering, or systems administration.
Added 54 mins ago
MN
Salesforce Technical Lead
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Beem Credit Union

Financial Solutions Associate - Kerrisdale Branch

Vancouver, BC, V6M 2A4, Canada

Full-time

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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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