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 Wealth Protection Specialist provides professional life insurance planning services, advice, and support to clients with personal and business insurance needs. This role works proactively with the Advisory Sales team to identify and cultivate insurance referral opportunities across branch, wealth, business, and commercial channels. The Wealth Protection Specialist supports the growth of existing and new member relationships by delivering appropriate insurance solutions, promoting holistic financial protection strategies, and supporting the broader credit union product and service offering. The role ensures advice is delivered in accordance with regulatory requirements, ethical standards, and best practices, while contributing to a high‑quality member experience.

What you’ll do:

Member Advisory & Insurance Planning

• Consults with members on personal and business insurance needs by analyzing income, assets, liabilities, and wealth transfer objectives in alignment with member goals.
• Determines insurance needs, identifies appropriate solutions, and provides recommendations for member consideration.
• Advises clients on a broad range of insurance products and solutions, including Universal Life, Term Life, Whole Life, Critical Illness, long‑Term Care, Disability, Key Person insurance, Buy‑Sell Agreements, and other wealth transfer strategies.
• Conducts follow‑up meetings to reassess member circumstances and recommend adjustments where needs have changed.

Sales Support & Business Development

• Proactively partners with Advisory Sales, branch, small business, and commercial teams to identify referral opportunities and support insurance needs analyses.
• Promotes growth of insurance coverage for existing and new members while cross‑referring to other credit union products and services as appropriate.
• Pursues business development opportunities in alignment with ethical standards and all regulatory and licensing requirements.
• Generates leads and referral opportunities through professional networking, community involvement, and other approved engagement activities.

Application Processing & Relationship Management

• Processes life insurance applications and coordinates all required follow‑up discussions and documentation.
• Ensures timely and accurate completion of insurance applications and ongoing communication with members throughout the process.
• Maintains strong branch and advisor relationships to ensure seamless member experiences across banking and wealth services.

Compliance & Professional Standards

• Conducts all activities in compliance with Insurance Council of British Columbia requirements and applicable regulatory standards.
• Ensures member recommendations, documentation, and communications meet internal policies and external regulatory obligations.

Internal Expertise & Knowledge Sharing

• Acts as a technical resource to internal teams by providing information sessions, demonstrations, and guidance on life insurance products, features, benefits, and processes.
• Supports internal understanding of insurance solutions by responding to questions and providing follow‑up where required to ensure clarity and alignment.
• Contributes to maintaining consistent knowledge and best practices across Advisory and Wealth & Planning teams.

What you’ll bring:

• Licensed and in good standing with the Insurance Council of British Columbia.
• 4–6 years of directly related experience providing life insurance advice and protection planning within a financial services environment.
• Expert knowledge of personal insurance products and concepts, including life, disability, critical illness, wealth protection strategies, and related individual/corporate taxation considerations.
• Solid understanding of investment and banking products and services to support holistic, member‑focused advice.
• A commitment to innovation driven by curiosity, with a proactive approach to exploring new ideas
• Certified Financial Planner (CFP) designation or other relevant financial planning credentials are considered an asset.
• Equivalent combination of the above may be appropriate

Total Rewards:

Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.

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.