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:

The Manager, Wealth and Planning will lead and oversee a team of wealth administrators and advisory support staff. This role is responsible for advisory and client satisfaction, as well as supporting strategic initiatives aligned with the objectives of Beem Wealth and Planning.

This role is an 15-month term position. This role is open to a hybrid work arrangement in the Lower Mainland, Fraser Valley or Kelowna region of British Columbia.

What you’ll do:

People and Performance Leadership

• Mentors and motivates a team of wealth administrators and advisory support staff, including guiding them on best practices, client relationship management, and compliance
• Provides ongoing training and development opportunities, ensuring the team members stay current on industry trends, regulatory updates, and product knowledge.
• Regularly assess team performance and address any skill gaps or performance issues
• Provide guidance and expertise in complex financial planning and investment solutions for high-net-worth clients
• Setting and tracking performance targets for administrators and advisory support staff

Operations and Compliance

• Ensures that all team activities are fully compliant with relevant regulations, standards, and company policies. This includes anti-money laundering (AML), “Know your client” (KYC) requirements and other industry standards
• Ensure the team adoption of new technologies to enhance client interactions, reporting and portfolio management is successful
• Ensures that all sales and service-related processes, procedures and protocols are well documented and communicated
• Track and report on key performance indicators (KPIs) and financial metrics to ensure alignment with corporate objectives for individual team

Strategy Development and Planning

• Execute the regional wealth management strategy in alignment with broader corporate objectives
• Leads and directs local business development strategies to grow our business, capture market share and broaden awareness of Beem Wealth and Planning
• Acts as a key line of business contact for a wide range of corporate projects, initiatives and committees
• Ensures effective member referral pipelines to other lines of business in order to fully optimize member value and deepen relationships

Member Experience and Loyalty

• Provides direction, implements and audits member experience practices, protocols and standards of the reporting teams
• Responds to member concerns, complaints, issues
• Proactively identify potential member experience issues and help ensure timely implementation of solutions

What you'll bring:

• Bachelor’s degree in Finance, Economics, Business Administration, or related field or equivalent experience
• Minimum 5 years’ experience in related experience, ideally gained in financial services environment, with an in-depth understanding of various asset classes (eg equities, fixed income, alternatives) and financial products like mutual funds, ETFs, derivatives, and structured products
• Proven expertise in portfolio and office administration
• Strong knowledge of financial statements and the implications of decision-making at the enterprise level related to portfolio management
• Demonstrated ability to build relationships through fostering trust and collaboration
• A commitment to innovation driven by curiosity, with a proactive approach to exploring new ideas and solutions
• Ability to lead through volatile, uncertain, complex, and ambiguous (VUCA) situations, effectively managing conflicts and business crises
• Proven ability to attract, select, develop, and engage effective talent, supporting the organization’s succession planning
• Strong commitment to delivering member-centric outcomes through all business activities
• Demonstrated ability to co-create solutions with various stakeholders to achieve business objectives

Your Total Rewards:

Annual salary range: $92,200 - $115,200

Pay is based on your skills, experience, and the value you bring.

Health & Wellness and Time away

We support your well-being with extended health and dental coverage, and mental health support. Enjoy vacation and personal days to recharge and take care of life outside of work.

Financial well-being

You’ll have access to Beem member perks: Enjoy free banking, and other exclusive member benefits.

The bottom line

Our Total Rewards reflect who we are — investing in your growth, recognizing success, and supporting you at work and beyond.

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.