Financial Advisor - Temporary Part Time - Park Royal Branch

Financial Advisor - Temporary (9-10 Month) - Part Time - Park Royal Branch

Job Category: Retail Branch (SPP)

Requisition Number: FINAN
003070

• Posted:
  February 18, 2026
• Part-Time
• On-site

Showing 1 location

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.

Delivering senior advisory services in our Park Royal branch, this position is responsible for 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 role within our Blue Shore Financial division and is a part‑time temporary (10‑month) opportunity. This Financial Advisor role is based out of our Park Royal branch in West Vancouver. If an internal candidate is selected, it will be a temporary assignment with the commitment to return the individual to a role at the same level, though it may not be the exact job/location of the former role.

• Proactively establishes relationships with assigned clients to advise clients/potential clients to take action to create/maintain financial wellness. Through ongoing profiling of clients/potential clients, uncovers and acts upon appropriate sales opportunities that contribute to organizational growth and enhance clients’ financial wellness.
• Conducts interviews with clients to clarify short‑term and long‑term financial goals by confirming risk tolerance levels and identifying opportunities.
• Promotes and completes the sale for a full range of deposit, investment, wealth protection and lending products within assigned portfolio.
• Grants mortgages, consumer loans and other loans within assigned lending limits for assigned portfolio. Promotes the sales of credit insurance. Makes appropriate recommendations for credit above limits.
• Promotes and sells mutual fund products.
• Identifies potential needs of clients and acts as a liaison between the clients and specialists in investments, wealth protection, and advanced tax planning.
• Proactively and effectively uses all tools available, especially our Client Relationship Management (CEM) software, to provide seamless service to clients and contribute to Beem’s growth.
• Keeps informed on all products and services, competitors’ products and current economic conditions to help understand the impact on clients.
• Effectively and proactively works with Advisory Associate, other team members, central support areas, and within the community to enhance relationships inside and outside the Credit Union to achieve business results.
• Adheres to safety and security policies and procedures to protect the clients and credit union interests. Operates within transaction approval limits. Ensures ongoing learning to excel in client service. Ensures personal development plan is current. Acts upon learning opportunities to maximize contributions.

• Certified Financial Planner (CFP) Designation or working towards an asset
• 4 – 6 years progressive experience in the financial services industry
• Mutual Funds license
• Proven investment and credit sales

Annual salary range: The salary range for…