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Added 12 mins ago
NP
24 Hour - Administrative Assistant
NANTUCKET POLICE DEPARTMENT
Montreal, QC · Urban agglomeration of Montreal, QC
- Internship
…Administrative Assistant provides clerical, payroll and customer service support for residents, staff, and visitors of Our Island…
Added 12 mins ago
RD
RBCDS - Administrative Associate
RBC Dominion Securities
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, focused on earning the right to be clients’ first choice for…
Added 12 mins ago
O
Office Clerk
OPENLANE
Richmond, BC
- Full-time
We are seeking an Office Clerk with experience in customer service and general office administration. You will work as part of our close-knit administrative team and will be responsible for…
Added 1 hour ago
YM
Treatment Coordinator
York Mills Orthodontics
Toronto, ON
- Full-time
Strong Customer Service skills, with a patient-centered approach and a friendly, professional demeanor.
Added 1 hour ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Mississauga, ON
- Part-time
…of Practice, and to provide superior, timely, and pleasant service to…
Added 1 hour ago
C
Service Manager
Convergint
Toronto, ON · CA ON Etobicoke
- Full-time
Responsible for the successful administration of key accounts with a higher level of complexity including, estimating, competitive pricing, maximize profit margin, quoting, order…
Added 1 hour ago
C
Service Coordinator - Security Systems
Convergint
Dartmouth, NS · CA NS Dartmouth
- Full-time
Job Description: Convergint is currently recruiting for a team-oriented, results-driven, Service Coordinator to join our amazing culture in Halifax, NS. The Service Coordinator answers,…
Added 1 hour ago
C
Sales Director
Convergint
Toronto, ON · CA ON Etobicoke
- Full-time
You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering…
Added 1 hour ago
C
Représentant(e) des ventes bilingue - Solutions de sécurité
Convergint
Laval, QC · CA QC Laval
- Full-time
…dans tous les secteurs d’activités, y compris les solutions de service et d’installation pour les clients, nouveaux et actuels. Il recherche des clients potentiels et établit des relations…
Added 1 hour ago
C
Supply Chain Data Analyst
Convergint
Toronto, ON · Calgary, AB · CA AB Calgary
- Full-time
You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering…
Added 1 hour ago
C
Senior Business Services Coordinator
Convergint
Calgary, AB · CA AB Calgary
- Full-time
You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering…
Added 1 hour ago
C
Project Administrator - Capital Projects
Convergint
Dartmouth, NS · CA NS Dartmouth
- Full-time
You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering…
Added 1 hour ago
CF
Mess Administrative Assistant
Canadian Forces Morale and Welfare Services (CFMWS)
Wainwright, AB
- Full-time
In office administration and records management
Added 1 hour ago
CF
Program Support Manager, MFS
Canadian Forces Morale and Welfare Services (CFMWS)
Cold Lake, AB
- Full-time
…maintain strategic partnerships within the military and other service delivery agencies, as well as review programs and services to ensure compliance and consistency with Military and…
Added 1 hour ago
CF
Acting Shift Supervisor
Canadian Forces Morale and Welfare Services (CFMWS)
Saint-Gabriel-de-Valcartier, QC · Valcartier
- Part-time
…and prepare takeout food, while ensuring cleanliness of food service and eating…
Added 1 hour ago
CF
MFS Program Specialist PT
Canadian Forces Morale and Welfare Services (CFMWS)
Cold Lake, AB
- Part-time
(OR College diploma or certificate in Social Science, Education, Administration, Community Development or a related field AND several years of experience in family support, social services…
Added 1 hour ago
CF
Family Liaison Officer
Canadian Forces Morale and Welfare Services (CFMWS)
Cold Lake, AB
- Full-time
In developing and coordinating family service oriented programs
Added 1 hour ago
CF
Customer Service Attendant
Canadian Forces Morale and Welfare Services (CFMWS)
AB · Edmonton
- Part-time
The Customer Service Attendant plays an important role, providing quality leisure programs, services and facilities to our military members and their families.
Added 1 hour ago
CF
MFS Program Specialist
Canadian Forces Morale and Welfare Services (CFMWS)
Cold Lake, AB
- Full-time
(OR College diploma or certificate in Social Science, Education, Administration, Community Development or a related field AND several years of experience in family support, social services…
Added 1 hour ago
CF
Assistant Mess Manager
Canadian Forces Morale and Welfare Services (CFMWS)
Goose Bay
- Full-time
College diploma or certificate in hospitality, food service management, or a related field AND some years experience in hospitality, food and beverage service sector
Added 1 hour ago
CF
Customer Service Attendant
Canadian Forces Morale and Welfare Services (CFMWS)
AB · Edmonton
- Part-time
The Customer Service Attendant plays an important role, providing quality leisure programs, services and facilities to our military members and their families.
Added 1 hour ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Develop, implement, monitor, and evaluate departmental policies, procedures, workflows, and service delivery models to support operational excellence and evidence-based practice.
Added 1 hour ago
IT
Optician
IRIS The Visual Group
Waterloo, ON
- Part-time
Added 1 hour ago
A
Bilingual Supervisor, Transfers
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and…
Added 1 hour ago
V
Experienced Veterinary Assistant
VetCor
Stouffville, ON
- Full-time
Requirements: Minimum of one year of veterinary experience or relevant healthcare administration experience; high school diploma; computer proficiency; and excellent written and verbal…

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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