Foundational Financial Planner - Park Royal Branch

Beem Credit Union; West Vancouver; On-site; CAD 64,000 - 86,000; Full time

Benefits offered by this job

Extended health coverage

Dental care

Disability coverage

Vacation & personal days

RRSP contributions

In-house financial advice

Beem banking perks

Job summary

Beem Credit Union in West Vancouver invites a Foundational Financial Planner to deliver structured financial plans and lending support for members with evolving needs. You will assess lending and planning requirements, present clear action steps, and build trust through personalized guidance.

As a sales-driven role, you’ll drive growth via proactive member engagement, financial literacy, and referrals to Wealth Advisors when needed. Park Royal branch base.

Qualifications

• Diploma or degree in Finance, Business, Economics, or related field.
• Mutual Funds License (IFIC/MFDA) required.
• Financial planning designations such as CFP are preferred.
• 3-5 years in financial advisory or educational roles.
• Experience in client-facing roles with a focus on financial education and planning.
• Strong interpersonal and communication skills.
• Ability to simplify complex financial concepts for members.
• Proficiency in financial planning tools and CRM systems.

Responsibilities

• Assess members’ financial situations and determine appropriate planning strategies.
• Document and present simplified financial plans with budgeting, debt management, savings, and investment steps.
• Provide personalized advisory recommendations aligned with member objectives.
• Engage members through annual planning reviews and progress updates.
• Identify opportunities to deepen member engagement and promote digital tools.

Skills

Interpersonal skills

Communication

Client facing

Financial planning tools

CRM systems

Education

Finance/Biz/Econ degree

CFP designation preferred

Mutual Funds License (IFIC/MFDA)

Tools

CRM systems

Financial planning software

Job description

Job Category: Retail Branch (non SPP)

Requisition Number: FOUND003541

• Posted : September 24, 2026
• 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 Foundational Financial Planner provides structured and simplified financial planning and lending support to members with evolving financial needs. This role is accountable for providing documented, easy‑to‑understand financial plans, assessing lending needs, and offering appropriate credit solutions that build confidence, improve financial literacy, and prepare members for comprehensive portfolio‑managed planning. As a sales‑driven role, the Foundational Financial Planner actively drives business growth through a goal‑focused approach and proactive member engagement.

This role is based out of our Park Royal branch in West Vancouver.

Whatyou’lldo:

Financial Planning Delivery & Decision-Making

• Assess members’ financial situations, including lending needs and determine appropriate planning strategies based on their goals, risk tolerance, and life stage.
• Make informed decisions on financial planning tools and resources to apply for each member scenario.
• Document and present simplified financial plans that include clear, prioritized action steps for budgeting, debt management, savings, and advanced investment strategies.

Advisory Support

• Act as a trusted advisor by guiding members through comprehensive financial concepts and helping them understand the impact of their decisions.
• Provide personalized recommendations that align with members’ objectives.
• Support members in implementing action plans by explaining next steps and monitoring progress during follow-up reviews.

Member Engagement & Relationship Building

• Conduct annual planning reviews and milestone-based updates to ensure plans remain relevant and actionable.
• Proactively identify opportunities to deepen member engagement through discovery conversations and needs analysis.
• Encourage members to adopt digital tools and resources to enhance their financial management capabilities.
• Evaluate when member needs exceed the Foundational Advice tier and make timely, well-documented referrals for complex portfolio management (e.g., Wealth Advisors, Small Business, Commercial Insurance Advisors).
• Maintain accountability for ensuring referrals are seamless and member experience remains positive.
• Track referral outcomes and collaborate with partners to ensure holistic financial solutions are delivered.
• Simplify complex financial concepts into clear, actionable guidance for members.
• Develop and share educational resources that empower members to make informed decisions.
• Actively contribute to financial literacy initiatives within the organization.

Compliance & Documentation

• Ensure all recommendations and referrals comply with regulatory standards and internal policies.
• Maintain accurate, detailed records of member interactions, decisions made, and action plans implemented.
• Diploma or degree in Finance, Business, Economics, or related field.
• Mutual Funds License (IFIC/MFDA) required.
• Financial planning designations such as CFP, or equivalent advanced financial planning certificates are preferred.
• 3-5 years in financial advisory or educational roles.
• Experience in client-facing roles with a focus on financial education and planning.
• Strong interpersonal and communication skills.
• Ability to simplify complex financial concepts for members.
• Proficiency in financial planning tools and CRM systems.

What will you gain:

• The salary for this position is $74,500.

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:The salary for this position is $74,500 , with 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 whatit’slike to work for Beem Credit Union! Wesincerely thankall 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 allqualifiedcandidates to apply. We are committed to a fair andequitablehiring 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.