Money Advisor

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: 

What this role is all about: 

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 Nordel 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. 

What you'll bring: 

• 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.   

Compensation, Performance & recognition 

Annual salary range: $47,500 - $58,100
Pay is based on your skills, experience, and the value you bring, with annual salary reviews. We recognize strong performance through meaningful recognition and, where applicable, performance bonuses tied to shared goals. 

Health & wellness and Time away 

We support your well-being with extended health and dental coverage, mental health support, and disability coverage. Rest matters. Enjoy vacation and personal days to recharge and take care of life outside of work. 

Retirement & financial well-being 

Plan confidently with generous RRSP contributions, optional employee contributions, and access to in-house financial advice. In addition, you'll have access to Beem member perks: Enjoy free banking, preferred lending and mortgage rates, and other exclusive member benefits. 

The bottom line 

Our Total Rewards reflect who we are — investing in your growth, recognizing success, and supporting you at work and beyond. 

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.