Beem Credit Union

Financial Services Associate 2 - Edgemont Village Branch

Beem Credit Union  •  $54k - $59k/yr  •  North Vancouver, CA (Onsite)  •  2 days ago
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Job 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.

Learn more: www.beemcreditunion.ca

What this role is all about:

As a Financial Services Associate 2, you are an integral part of the sales and service team. In this essential role, you promote and sell Beem Credit Union products and services while recognizing opportunities for mutually beneficial product/service offerings. In this role you work directly with clients responding to a wide variety of requests using the "Four Pillars" approach - Banking, Investments, Credit, and Insurance.

This is role is within our BlueShore Financial division, based out of our Edgemont Village Branch located in North Vancouver.

What you’ll do:

  • Provides superior service to un-assigned clients by responding to a wide variety of requests using the "Four Pillars" approach – Banking, Investments, Credit and Insurance.
  • Understands and advises clients on the purchase of registered and non-registered investment products (excluding Mutual Funds). Completes and processes all related documentation.
  • Understands and advises clients on the purchase of personal lending products and services including personal loans, lines of credit, MasterCard applications and associated insurance products. Makes appropriate credit recommendations to Manager.
  • Calls unassigned clients during campaigns and as directed by Manager. Negotiates pricing and processes renewals within established pricing grid.
  • Reviews clients’ Client Experience Management (CEM) profile during each interaction, updating as appropriate and acting upon potential opportunities. Refers more complex needs to appropriate personnel as required. Uses CEM to enhance the Client Intimacy (CI) strategy
  • Possesses a solid understanding of the products and services offered through to Beem Wealth & Planning. Makes referrals where appropriate.
  • May provide backup for multiple roles as assigned by Manager, including Financial Services Associate 1

What you’ll bring:

  • 1-2 years of experience in a financial intuition
  • Demonstrated knowledge of retail lending, loans, lines of credit, etc.
  • Solid understanding of core products and services
  • Working towards mutual funds course
  • Some post-secondary education preferred

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 $53,700 – $58,700, 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

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.

Beem Credit Union

About Beem Credit Union

Welcome to the credit union that’s been part of BC for decades. Where every step, in life or in business, big or small, matters. Where personalized service, online or in-person, helps you get where you want to go. Where community means more than just where you live, but what we value, together.

We’re here for you and your financial well-being.

For everyone in BC.

For every journey.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Kelowna, CA
Year Founded
2024
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