Financial Advisor - Temporary (9-10 Month) - Part Time - Park Royal Branch

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 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: www.beemcreditunion.ca

What this role is all about: 

Delivering senior advisory services in our Park Royal branch, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. The Financial Advisor will collaborate with specialist partners in investment and insurance to leverage their expertise in addressing clients’ requirements and crafting personalized financial plans. By identifying and addressing both immediate and future needs, the Financial Advisor strives to establish new connections that enrich clients’ financial health and contribute to the growth of the organization.

This is a role within our BlueShore Financial division and is a part-time and temporary (10-month) opportunity. This Financial Advisor role is based out of our Park Royal branch in West Vancouver. If an internal candidate is selected, it will be a temporary assignment with the commitment to return the individual to a role at the same level, though it may not be the exact job/location of the former role.

What you’ll do: 

• Proactively establishes relationships with assigned clients to advise clients/potential clients to take action to create/maintain financial wellness. Through ongoing profiling of clients/potential clients, uncovers and acts upon appropriate sales opportunities that contribute to organizational growth and enhance clients’ financial wellness. 


• Conducts interviews with clients to clarify short-term and long-term financial goals by confirming risk tolerance levels and identifying opportunities.


• Promotes and completes the sale for a full range of deposit, investment, wealth protection and lending products within assigned portfolio.


• Grants mortgages, consumer loans and other loans within assigned lending limits for assigned portfolio. Promotes the sales of credit insurance. Makes appropriate recommendations for credit above limits.


• Promotes and sells mutual fund products.


• Identifies potential needs of clients and acts as a liaison between the clients and specialists in investments, wealth protection, and advanced tax planning.


• Proactively and effectively uses all tools available, especially our Client Relationship Management (CEM) software, to provide seamless service to clients and contribute to Beem’s growth.


• Keeps informed on all products and services, competitors’ products and current economic conditions to help understand the impact on clients.


• Effectively and proactively works with Advisory Associate, other team members, central support areas, and within the community to enhance relationships inside and outside the Credit Union to achieve business results. 


• Adheres to safety and security policies and procedures to protect the clients and credit union interests. Operates within transaction approval limits. Ensures ongoing learning to excel in client service. Ensures personal development plan is current. Acts upon learning opportunities to maximize contributions.

What you’ll bring: 

• Certified Financial Planner (CFP) Designation or working towards an asset


• 4 – 6 years progressive experience in the financial services industry


• Mutual Funds license


• Proven investment and credit sales

Annual salary range: The salary range for this position is $75,000-$85,000 per year, prorated to a 3-day a week schedule. 

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.

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.

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.

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.