Advisor - Mt. Lehman Centre

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.

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’sa 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 role is based out of our beautiful Mt. Lehman Centre branch in Abbotsford, BC
.

What you’ll do:

• Build relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
• Provide full‑cycle account services including processing general banking transactions, identifying and processing deposits, investment and lending needs and resolving account issues.
• Proactively connect with members to identify needs as well as seek opportunities for additional and future business and strengthen members’ banking relationships with Beem Credit Union.
• Collaborate with branches and other departments, and provide referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
• Build and maintain a professional network within the branch and local community and represent Beem Credit Union as a positive community partner.

What you’ll bring:

• 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

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 $47,500 – $58,100
  , 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

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.