Business Advisor - Okanagan Region

Beem Credit Union; Kelowna; On-site; CAD 77,000 - 97,000; Full time

Benefits offered by this job

Health & Wellness

Time Away

Retirement & Financial Well-being

Beem Member Perks

Compensation

Job summary

Beem Credit Union in Kelowna is seeking a skilled Business Advisor to manage a portfolio of Small Business members, offering tailored financial advice across deposits, credit, insurance, and investments. The role collaborates with consumer banking, commercial, wealth, and insurance teams to deliver comprehensive solutions.

You will develop new opportunities through networking, represent Beem at events, and leverage CRM tools to enhance member experience and growth.

Qualifications

• 7–10 years in the financial services industry, with 5–7 years in small business or commercial portfolio management.
• Solid understanding of financial accounting, credit underwriting, and risk assessment.
• Certificate in Small Business Advisory or CCP designation is an asset

Responsibilities

• Proactively manage relationships with an assigned portfolio of business members, delivering tailored advice and solutions.
• Conduct discovery meetings to identify short-term and long-term business goals, challenges, and opportunities.
• Promote financial wellness through effective product and service integration, including deposit, credit, insurance, and investment solutions.
• Develop new business opportunities through networking, community engagement, and proactive outreach.
• Represent Beem at business organizations and events to strengthen brand presence and generate leads.
• Leverage CRM tools and digital channels to identify opportunities and enhance member experience.
• Manage all aspects of the assigned business credit portfolio, including underwriting, monitoring, and compliance.
• Perform annual credit reviews and ensure account conduct aligns with Beem’s standards.
• Assist members with cash flow management, financial planning, and risk mitigation strategies.
• Partner with internal teams across Consumer, Commercial, Wealth, and Insurance to maximize cross-referrals.
• Provide guidance and coaching to Business Specialists and other team members.

Skills

Relationship management

Business development

Networking

CRM tools

Financial advisory

Education

Bachelor's degree in Business, Accounting, or Finance

CCP designation (asset)

Tools

CRM software

Underwriting tools

Job description

Kelowna Hub
1400-1499 St. Paul Street
Kelowna, BC V1Y 6P1, CAN

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 membersacross 66 brancheswith $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.

The Business Advisor serves as a trusted partner to business members, providing tailored solutions to help them grow and succeed. This role focuses on acquiring, maintaining, and growing valued relationships within an assigned portfolio of Small Business members. Working collaboratively across consumer banking, commercial, wealth, and insurance, the Business Advisor delivers comprehensive support across deposit, credit, and financial services, promoting financial wellness and leveraging digital-first solutions.

This position will cover a book of business spanning from Kelowna to Penticton.

What you’ll do:

Member Advisory & Relationship Management

• Proactively manage relationships with an assigned portfolio of business members, delivering tailored advice and solutions.
• Conduct discovery meetings to identify short-term and long-term business goals, challenges, and opportunities.
• Promote financial wellness through effective product and service integration, including deposit, credit, insurance, and investment solutions.

Business Development & Growth

• Develop new business opportunities through networking, community engagement, and proactive outreach.
• Represent Beem at business organizations and events to strengthen brand presence and generate leads.
• Leverage CRM tools and digital channels to identify opportunities and enhance member experience.
• Manage all aspects of the assigned business credit portfolio, including underwriting, monitoring, and compliance.
• Perform annual credit reviews and ensure account conduct aligns with Beem’s standards.
• Assist members with cash flow management, financial planning, and risk mitigation strategies.
• Partner with internal teams across Consumer, Commercial, Wealth, and Insurance to maximize cross-referrals.
• Provide guidance and coaching to Business Specialists and other team members.
• Participate in branch sales meetings and support business unit goals through collaboration and knowledge sharing.

Community Engagement

• Represents Beem in the community to build brand presence and generate business opportunities.
• Maintains awareness of market trends and competitive activities to inform strategy and client solutions.

What you’ll bring:

Bachelor’s degree in Business, Accounting, or Finance preferred.

7-10 years in the financial services industry, with 5-7 years in small business or commercial portfolio management.

Solid understanding of financial accounting, credit underwriting, and risk assessment.

Certificate in Small Business Advisory or Certified Credit Professional (CCP) designation is an asset

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 $77,400 - $96,800, 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

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.

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.