Wealth Management Assistant (on-site)

About Beem Credit Union

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:

The Wealth Management Assistant supports Beem’s vision of sales & service excellence by providing quality administrative, sales and member relationship support to our members and Wealth Management Team.

Please note: this is an on-site position at the Beem location in Kelowna, Kamloops or Langley. While we appreciate applications from across Canada, we anticipate filling this position with a local candidate.

What you’ll do:

• Assisting in the efficient and effective operations of the Wealth Management department
• Pro-actively supporting client relationships and prospective member development
• Supporting and effectively managing member and branch inquiries with accuracy, flexibility, and professionalism
• Taking responsibility for the administration of referral growth while managing the day-to-day technical components of the CRM program and referral process
• Supporting the development of incoming referral business through initial referral contacts and follow up with branch connections
• Acting as a technical resource for the CRM software, insurance software and liaise with outside sources for supporting materials, programs, and tools
• Assisting with the completion of required documents, sending requests to the appropriate back offices, and following up on the status of transactions
• Acting as a liaison with third party compliance and client care staff

A little about your qualifications:

• High-school diploma plus one year of formal post-secondary education or equivalent
• Ability to manage multiple tasks at a high pace
• Attention to detail
• Post-secondary courses in business or finance is an asset or 1-3 years’ experience in a similar role in the financial industry
• Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) is preferred (licensing within the role is required)

What will you gain:

• The salary range for this position is $50,700 - $59,000
• 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 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.