Financial Services Associate - Lonsdale Branch

Job Category: Retail Branch (SPP)

Requisition Number: FINAN
003334

• Posted:
  May 29, 2026
• Full-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.

Partnering with a full team of professionals, this role provides comprehensive and balanced financial solutions that support the financial wellness of our clients. This position is perfect for someone wanting to develop their banking career towards a Financial Planning/Advisory pathway. Your in‑depth understanding of a wide variety of investment and credit solutions enable you to be a sales and service leader.

This role is within our Blue Shore Financial division, based out of the Lonsdale branch in North Vancouver and working a Tuesday‑Saturday schedule.

• Respond to a wide variety of client requests and inquiries using the "Four Pillars" approach – Banking, Investments, Credit and Insurance.
• Understand and advise clients on the purchase of registered and non‑registered investment products (including Mutual Funds). Complete and process all related documentation using advisory tools and ensuring compliance with regulations. Refer more complex needs to Financial Advisor as required.
• Understand and advise clients on the purchase of personal lending products and services including mortgages, personal loans, lines of credit, Master Card applications and associated insurance products. Make appropriate credit recommendations to Manager.
• Call unassigned clients during campaigns and as directed by Manager. Negotiate pricing and process renewals within established pricing grid.
• Process estate accounts compiling the necessary documentation. Complete required transactions and refer more complex requests as needed.

• 2 years’ experience in the financial services industry.
• Mutual Funds license and experience is an asset.
• Solid understanding of retail lending (including mortgages) and investment products.

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 $58,500 – $68,800
  , 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

• 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.

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.