Money Advisor - New Westminster Branch - #225473

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:

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’s a 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 New Westminster Branch.

While we welcome applicants from across Canada, we expect to fill this role with a candidate located in BC.

What you’ll do:

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

Compensation

Annual salary range: $47,500 - $58,100

Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year.

Performance and recognition

Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.

Health and wellness

We're invested in your well-being

• Extended health coverage, including mental health support
• Dental care that keeps you smiling
• Disability coverage for peace of mind
  
  
  

Time away: Rest isn’t extra—it’s essential

• Take the time you need to relax, explore, or just catch up on life, with vacation and personal days.
  
  
  

Retirement and financial well-being

Your future self will thank you.

• Generous RRSP contributions
• In-house financial advice to help you plan ahead
• Flexible options to add your own contributions
  
  
  

Beem member perks

Little extras that make a big difference.

• Free banking accounts
• Special mortgage and lending rates
• Preferred financial perks
  
  
  

The bottom line

Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.

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.