Financial Solutions Associate - Oakridge Branch

Beem Credit Union; Vancouver; On-site; CAD 61,000 - 65,000; Full time

Benefits offered by this job

Extended health coverage

Dental care

Disability coverage

Vacation and personal days

RRSP contributions

Free banking accounts

Special mortgage rates

Job summary

Beem Credit Union is seeking a Financial Solutions Associate at the Oakridge Branch to deliver holistic financial guidance and non-licensed investment education to members. You will support goal-based advisory, deepen member relationships, and identify opportunities aligned with milestones such as saving and debt management.

The role emphasizes collaboration with Licensed Specialists for referrals and a strong focus on member experience and digital onboarding.

Qualifications

• 2-4 years of experience in advisory or retail financial services.
• Strong understanding of investment principles and registered products.
• Excellent relationship management and member engagement skills.
• Excellent communication and coaching skills.

Responsibilities

• Conduct discovery conversations to understand member goals, priorities, and milestones.
• Provide general investment education and guidance on savings products (RRSP, TFSA, RESP, term deposits, GICs).
• Support budgeting, emergency savings planning, and debt reduction approaches.
• Identify when member needs require licensed advice and provide appropriate referrals.
• Assist members with credit needs, including mortgages, loans, lines of credit, and credit optimization strategies.
• Ensure lending activities comply with internal standards and regulatory requirements.
• Deliver exceptional service and proactive follow-ups to help members reach financial goals.
• Document all interactions in the CRM system for effective engagement.
• Support digital onboarding and encourage use of digital tools.

Skills

Relationship management

Communication & coaching

Investment principles

CRM usage

Education

Finance/Business-related post-secondary education

Tools

CRM system

Job description

Financial Solutions Associate - Oakridge Branch

Job Category: Retail Branch (SPP)

Requisition Number: FINAN003481

Full-Time

On-site

Locations

Showing 1 location

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 over200,000 membersacross66 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 Financial Solutions Associate provides proactive, milestone‑based financial guidance and general investment advice to members without an assigned portfolio. This sales‑driven role supports business growth by delivering goal‑based advisory, building strong member relationships, and uncovering opportunities that align with key financial milestones such as saving, debt management, early investing, and future planning. The Associate offers holistic guidance on savings accounts, GICs, term deposits, and registered/non‑registered products, and ensures timely referrals to licensed specialists or planners when needed.

Whatyou’lldo:

Holistic Financial & Investment Guidance (Non‑Licensed)

• Conduct comprehensive discovery conversations to understand member goals, priorities, and financial milestones.
• Provide general investment education and guidance on savings products, including RRSP, TFSA, RESP, term deposits, GICs, and basic investment concepts.
• Support members with budgeting strategies, emergency savings planning, and debt reduction approaches.
• Promote financial literacy and empower members to make informed decisions about their financial future.
• Identify when member needs require licensed advice and provide appropriate referrals where required.

Lending & Credit Support

• Assist members with credit-related needs, including mortgages, loans, lines of credit, and credit optimization strategies.
• Guide members through major credit milestones such as homeownership, refinancing, or debt restructuring.
• Identify early-stage business or rental financing opportunities and provide appropriate referrals where required.
• Ensure all lending activities comply with internal standards, regulatory requirements, and risk management guidelines.

Member Experience & Engagement

• Deliver exceptional service aligned with a holistic and enhanced member experience.
• Conduct proactive follow‑ups to help members stay on track toward achieving financial goals.
• Document all interactions, opportunities, and coaching notes accurately in the CRM system for effective member engagement activities.
• Support digital onboarding and encourage members to use the digital financial tools for convenience and empowerment.
• Work closely with Financial Solutions Specialists to ensure seamless handoffs for licensed investment conversations.
• Partner with appropriate teams for complex or holistic planning needs requiring advanced expertise.
• Collaborate with branch teams to support the full member journey and provide a consistent experience.
• Participate in team learning sessions, coaching programs, and continuous improvement initiatives for advisory practices.
• Post‑secondary education in Finance, Business, or related field preferred.
• 2‑4 years of experience in advisory or retail financial services.
• Strong understanding of investment principles and registered products.
• Excellent relationship management and member engagement skills, with a track record of delivering exceptional service.
• Excellent communication and coaching skills
• Comfortable using CRM and supporting digital adoption.
• Equivalent combination of education and experience will be considered.

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 $61,120 - $65,000, 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?

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.