Foundational Financial Planner - Whistler 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:

The Foundational Financial Planner provides structured and simplified financial planning and lending support to members with evolving financial needs. This role is accountable for providing documented, easy‑to‑understand financial plans, assessing lending needs, and offering appropriate credit solutions that build confidence, improve financial literacy, and prepare members for comprehensive portfolio‑managed planning. As a sales‑driven role, the Foundational Financial Planner actively drives business growth through a goal‑focused approach and proactive member engagement.

What you’ll do:

Financial Planning Delivery & Decision-Making

• Assess members’ financial situations, including lending needs and determine appropriate planning strategies based on their goals, risk tolerance, and life stage.
• Make informed decisions on financial planning tools and resources to apply for each member scenario.
• Document and present simplified financial plans that include clear, prioritized action steps for budgeting, debt management, savings, and advanced investment strategies.

Advisory Support

• Act as a trusted advisor by guiding members through comprehensive financial concepts and helping them understand the impact of their decisions.
• Provide personalized recommendations that align with members’ objectives.
• Support members in implementing action plans by explaining next steps and monitoring progress during follow-up reviews.

Member Engagement & Relationship Building

• Conduct annual planning reviews and milestone-based updates to ensure plans remain relevant and actionable.
• Proactively identify opportunities to deepen member engagement through discovery conversations and needs analysis.
• Encourage members to adopt digital tools and resources to enhance their financial management capabilities.

Collaboration & Referral Management

• Evaluate when member needs exceed the Foundational Advice tier and make timely, well-documented referrals for complex portfolio management (e.g., Wealth Advisors, Small Business, Commercial Insurance Advisors).
• Maintain accountability for ensuring referrals are seamless and member experience remains positive.
• Track referral outcomes and collaborate with partners to ensure holistic financial solutions are delivered.

Education & Financial Literacy

• Simplify complex financial concepts into clear, actionable guidance for members.
• Develop and share educational resources that empower members to make informed decisions.
• Actively contribute to financial literacy initiatives within the organization.

Compliance & Documentation

• Ensure all recommendations and referrals comply with regulatory standards and internal policies.
• Maintain accurate, detailed records of member interactions, decisions made, and action plans implemented.

A little about your qualifications:

• Diploma or degree in Finance, Business, Economics, or related field.
• Mutual Funds License (IFIC/MFDA) required.
• Financial planning designations such as CFP, or equivalent advanced financial planning certificates are preferred.
• 3-5 years in financial advisory or educational roles.
• Experience in client-facing roles with a focus on financial education and planning.
• Strong interpersonal and communication skills.
• Ability to simplify complex financial concepts for members.
• Proficiency in financial planning tools and CRM systems.

Total Rewards:

Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.

• Compensation: The salary for this position is $74,500, with performance bonuses tied to shared goals
• Whistler differential pay: This role is eligible for the Whistler location differential pay of up to $9000 annually
• Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
• Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
• Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks

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.