Senior Money Advisor - Metrotown Branch

Burnaby, BC
$58,500-75,700 per year
Permanent
Full-time

8 days ago

Description :Beem Credit Union: Banking for every journeyBeem 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 members across 66 branches with $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.Learn more:What this role is all about:Beem Credit Union seeks driven individuals to join us as Senior Money Advisor. This role offers exceptional opportunities for career advancement in the financial services sector. As the face of Beem Credit Union, you'll excel in identifying and meeting members' complex financial needs, collaborating with internal departments and business partners to ensure exceptional service delivery. If you're passionate about making a difference and thrive in a dynamic environment, join us and empower our members to achieve their financial goals.This role is based out of our beautiful Metrotown Branch.What you’ll do:

Analyzes member needs, provides individualized financial advice and recommends appropriate Beem Credit Union products and services and alternatives, including cross-selling and referrals to specialists.
Conducts interviews with members to identify lending needs and make recommendations. Gathers information related to loan applications including conducting credit checks.
Sells, prepares and ensures accurate processing of lending, deposit and investment products and services.
Provides account services to members and processes routine banking transactions.
Troubleshoots and assists other branch employees with complex transactions and provides system overrides as necessary within set limits.
Proactively participates in seasonal and ongoing marketing product campaigns.
Builds full financial relationships by analyzing member needs and finding solutions; upsells, cross-sells and makes specialist referrals for credit union products to increase product and service penetration and wallet share.
Engages in business development activities within the branch’s community. Actively looks for opportunities to bring new business to Beem Credit Union.
Performs regular and proactive outbound calls for product renewals as well as marketing campaigns to increase member retention and wallet share.
Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with Beem Credit Union.

What you’ll bring:

Minimum 3-6 years related experience.
Post-secondary business degree or diploma is considered an asset.
Consumer & Residential Mortgage Lending experience.
Excellent customer service and strong relationship building abilities.
Driving your career and personal development and ready to step into a leadership space.

Your Total RewardsAt Beem, we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that’s more than competitive—it’s designed to help you shine. From your pay to your peace of mind, we’ve got your back.CompensationAnnual salary range: $58,500 to $ 75,700Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year.Performance and recognitionYour success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.Health and wellnessWe're invested in your well-being

Extended health coverage, including mental health support
Dental care that keeps you smiling
Disability coverage for peace of mind

Time away: Rest isn’t extra—it’s essential

Take the time you need to relax, explore, or just catch up on life, with vacation and personal days.

Retirement and financial well-beingYour future self will thank you.

Generous RRSP contributions
In-house financial advice to help you plan ahead
Flexible options to add your own contributions

Beem member perksLittle extras that make a big difference.

Free banking accounts
Special mortgage and lending rates
Preferred financial perks

The bottom lineYour Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.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 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.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.

Beem Credit Union

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