- Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
- Provides full-cycle account services including processing general banking transactions, identifying and processing deposits, investment and lending needs and resolving account issues.
- Proactively connects with members to identify needs as well as seek opportunities for additional and future business and strengthen members' banking relationships with Beem Credit Union.
- Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
- Builds and maintains a professional network within the branch and local community and represents Beem Credit Union as a positive community partner.
- years' experience in a sales and service-oriented role
- Excellent customer service and strong relationship building abilities
- Entrepreneurial and collaborative spirit
- Self-initiative in driving your career and personal development.
- Degree or diploma in Business or Finance is preferred; general understanding of retail banking principles is an asset.
- Competitive base salary; reviewed annually. The salary range for this position is $, to $,. The starting salary will be based on related education, training, and experience.
- An incentive bonus plan.
- 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.
- B uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
- O wn It: You are ready to take charge, drive change, and deliver outstanding results.
- L ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
- D riven by Curiosity: You are eager to explore, learn, and shape the future.
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Money Advisor - Abbotsford, Canada - G&F Financial Group
Description
About Beem
Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from branches that span BC from downtown Vancouver to the North Peace region.
At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.
Learn more about our journey to build Beem Credit Union at
Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit
What this role is all about:
Beem Credit Union is looking for motivated individuals looking to grow a career in financial services 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. This is not just a job—it's a career. 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 Mt Lehman Financial Branch. Located in Abbotsford, a charming city in the heart of the Fraser Valley known for its rich agricultural heritage and warm community spirit. Surrounded by picturesque farmland and stunning mountain vistas, Abbotsford offers residents a tranquil lifestyle while still providing easy access to urban amenities. With a diverse population and a strong sense of community, Abbotsford is a place where neighbors become friends and local businesses thrive. Whether you're exploring the historic downtown core, attending one of the city's many cultural events, or enjoying the great outdoors at nearby parks and trails, Abbotsford has something for everyone to enjoy.
What you'll do:
A little about your qualifications:
What will you gain:
At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do
Ready to join?
Visit us at and 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.
