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Added 5 mins ago
FG
Flying Tiger Copenhagen - Seasonal Sales Associate - Scarborough Town Centre
Fox Group Canada Inc.
Toronto, ON · Scarborough, Ontario
- Part-time
We are looking for a Sales Associate who is an enthusiastic team player with a passion for retail and customer experience. The ideal candidate brings positive energy, enjoys working…
Added 5 mins ago
Learning Specialist - Business/Accounting
Durham College
Oshawa, ON
…full-time post-secondary and 2,800 apprenticeship students. We also support lifelong learning through more than 18,000 registrations in professional and part-time learning, while our…
Added 5 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 5 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Guelph, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 5 mins ago
SD
Cashier, Hourly Part Time Evening
Shoppers Drug Mart
Mississauga, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 5 mins ago
SD
Pharmacist, Hourly Full Time Day
Shoppers Drug Mart
Mississauga, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 5 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Regina, SK
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 5 mins ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Pickering, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 5 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Dartmouth, NS
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 5 mins ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 5 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 5 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 5 mins ago
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Overnight Associate
Walmart
Guelph, ON
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
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(CAN) Stockperson/Cartpusher
Walmart
Mississauga, ON
- Part-time
…as required, and follow Company policies and procedures to support a clean, safe…
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(CAN) Associé du rayon de l’électronique
Walmart
Val-d'Or, QC
- Part-time
A Department Specialized Associate, this Associate drives sales in a highly specialized part of our business. Product knowledge in this field is at a premium.
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Overnight Associate
Walmart
Oakville, ON
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 5 mins ago
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(CAN) Stocking 1 Team Associate
Walmart
Carleton Place, ON
- Full-time
…and new merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 5 mins ago
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(CAN) Food & Consumables Team Lead
Walmart
Miramichi, NB
- Full-time
6. Assign Associates to support coverage and availability tasks in all areas of the store.
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Meat Associate
Walmart
Guelph, ON
- Part-time
Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding customer service by living…
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(CAN) Asset Protection Associate
Walmart
Mississauga, ON
- Part-time
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and vendors. By following…
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CUSTOMER SERVICE MANAGER
Walmart
Dryden, ON
- Full-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
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(CAN) OMNI Customer Fulfillment Associate
Walmart
Wetaskiwin, AB
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
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(CAN) Gérant adjoint, pertes totales et conformité
Walmart
Montreal, QC
- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.
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Food & Consumables Team Associate
Walmart
Cochrane, AB
- Part-time
A Food and Consumables Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the food and consumables area, and assists…
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(CAN) Overnight Associate
Walmart
Wetaskiwin, AB
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…

Beem Credit Union

Financial Solutions Associate - Vernon Branch

Vernon, BC, 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 6, 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.

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 delivering exceptional service to build strong member relationships.

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

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