Money Advisor - Aldergrove

Aldergrove Community Br
Aldergrove Branch
27508 Fraser Highway
Aldergrove, BC V4W3N5, CAN

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January 1, 2025, Beem will be one of BC’s largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca.

What this role is all about:

Beem Credit Union is looking for motivated individuals to join us in the role of Money Advisor. This position offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. As a Money Advisor, you are the face of Beem Credit Union and central to the member experience. You have an entrepreneurial spirit, personal drive, and initiative, and thrive on seeking out the best solutions for your customers with your knack for balancing sales and outstanding customer service.

This role will be based out of our beautiful Aldergrove Branch.

What you’ll do:

1. Build relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
2. Provide full-cycle account services including processing general banking transactions, identifying and processing deposits, investment and lending needs, and resolving account issues.
3. Proactively connect with members to identify needs as well as seek opportunities for additional and future business and strengthen members’ banking relationships with Beem Credit Union.
4. Collaborate with branches and other departments, and provide referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
5. Build and maintain a professional network within the branch and local community and represent Beem Credit Union as a positive community partner.

What will you gain:

• Competitive base salary; reviewed annually. The starting salary for this position is $44,825.95.
• Extended health care, dental coverage, and disability coverage.
• Favorable vacation benefits - paid time off to recharge!
• RRSP with Employer contributions, and the option to contribute yourself.
• Special banking perks - including mortgage and lending products.

At Beem we are BOLD and Always Welcoming!

• 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.