Money Advisor - Guildford Branch
Top Benefits
About the role
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:
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 is based out of our beautiful Guildford Branch located in Surrey, BC.
What you’ll do:
- 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.
A little about your qualifications:
- 1-2 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.
What will you gain:
- Competitive base salary; reviewed annually. The salary range for this position is $47,500 – $58,100 and starting salary will be based on related education, accreditations, training, and experience.
- 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.
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.
About Gulf & Fraser
With over 61,000 members, 27 branches and $5 billion in total assets under administration, Gulf & Fraser proudly provides a full range of personal and business banking, investment and insurance solutions to our credit union members. With a passion for educating and empowering others to achieve their financial goals, we focus on providing advice tailored uniquely for each member and have supported members and invested in our local communities for over 80 years. We’re Gulf & Fraser and we’re here to Power your possible.
Our commitment to investing in others has been recognized by BC's Top Employers, United Way and the Burnaby Board of Trade – we continue to be inspired to make a positive impact in the lives of our members, employees, and communities.
We are proud to offer both our members and employees a positive and engaging experience. We are passionate about empowering our employees to drive their own success through continuous learning and development. We encourage collaboration and innovation to bring out and recognize everyone’s best, which includes a healthy work-life balance to ensure that life beyond banking extends to our employees too.
Are you interested in a company committed to a truly engaged employee experience in a growing and dynamic industry? Visit gulfandfraser.com/careers to learn more about working at G&F.
Money Advisor - Guildford Branch
Top Benefits
About the role
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:
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 is based out of our beautiful Guildford Branch located in Surrey, BC.
What you’ll do:
- 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.
A little about your qualifications:
- 1-2 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.
What will you gain:
- Competitive base salary; reviewed annually. The salary range for this position is $47,500 – $58,100 and starting salary will be based on related education, accreditations, training, and experience.
- 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.
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.
About Gulf & Fraser
With over 61,000 members, 27 branches and $5 billion in total assets under administration, Gulf & Fraser proudly provides a full range of personal and business banking, investment and insurance solutions to our credit union members. With a passion for educating and empowering others to achieve their financial goals, we focus on providing advice tailored uniquely for each member and have supported members and invested in our local communities for over 80 years. We’re Gulf & Fraser and we’re here to Power your possible.
Our commitment to investing in others has been recognized by BC's Top Employers, United Way and the Burnaby Board of Trade – we continue to be inspired to make a positive impact in the lives of our members, employees, and communities.
We are proud to offer both our members and employees a positive and engaging experience. We are passionate about empowering our employees to drive their own success through continuous learning and development. We encourage collaboration and innovation to bring out and recognize everyone’s best, which includes a healthy work-life balance to ensure that life beyond banking extends to our employees too.
Are you interested in a company committed to a truly engaged employee experience in a growing and dynamic industry? Visit gulfandfraser.com/careers to learn more about working at G&F.