Financial Advisor - Temporary Part Time - Park Royal Branch

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:

Delivering senior advisory services in our Park Royal branch, this role focuses on fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance, and banking products. The Financial Advisor will collaborate with specialist partners in investment and insurance to leverage their expertise in addressing clients’ requirements and crafting personalized financial plans. By identifying and addressing both immediate and future needs, the Financial Advisor strives to establish new connections that enrich clients’ financial health and contribute to the growth of the organization.

This is a part‑time and temporary (10‑month) opportunity based out of our Park Royal branch in West Vancouver. If an internal candidate is selected, the assignment will return the individual to a role at the same level, though it may not be the exact job/location of the former role.

• Proactively establish relationships with assigned clients to advise them on actions that create and maintain financial wellness and uncover appropriate sales opportunities that support organizational growth.
• Conduct interviews with clients to clarify short‑term and long‑term financial goals, confirm risk tolerance, and identify opportunities.
• Promote and complete the sale of a full range of deposit, investment, wealth‑protection, and lending products within the assigned portfolio.
• Authorize mortgages, consumer loans, and other loans within assigned lending limits, promote credit insurance sales, and make appropriate credit recommendations above limits.
• Promote and sell mutual‑fund products.
• Identify potential client needs and act as a liaison between clients and specialists in investments, wealth protection, and advanced tax planning.
• Use all available tools, especially the Client Relationship Management (CEM) software, to provide seamless service and contribute to Beem’s growth.
• Stay informed on all products, services, competitors, and current economic conditions to understand their impact on clients.
• Collaborate effectively with Advisory Associates, other team members, central support areas, and community partners to enhance relationships inside and outside the Credit Union and achieve business results.
• Adhere to safety and security policies to protect clients and the credit union’s interests, operate within transaction approval limits, and maintain ongoing learning and personal development plans.

• Certified Financial Planner (CFP) designation or working toward one.
• 4–6 years of progressive experience in the financial services industry.
• Mutual‑fund license.
• Proven investment and credit sales record.

The salary range for this position is $75,000–$85,000 per year, prorated to a three‑day‑a‑week schedule.

• 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.

Visit us at  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.