Welcome to the credit union that’s been part of BC for decades. Where every step, in life or in business, big or small, matters. Where personalized service, online or in-person, helps you get where you want to go. Where community means more than just where you live, but what we value, together. We’re here for you and your financial well-being. For everyone in BC. For every journey.
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Full company description
Welcome to the credit union that’s been part of BC for decades. Where every step, in life or in business, big or small, matters. Where personalized service, online or in-person, helps you get where you want to go. Where community means more than just where you live, but what we value, together.
We’re here for you and your financial well-being.
For everyone in BC.
For every journey.
LinkedIn followers
7,050
People associated on LinkedIn
564
Reported office locations
Kelowna, British Columbia, CA
Burnaby, British Columbia, CA
Other recorded names
Beem Credit Union
Specialties
credit union
personal banking
business banking
investing
community investment
wealth management
financial advice
insurance
estate planning
and retirement planning
Profile identifies a recruitment agency
No
Reported total investment
0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
2+ YOEBeem Credit Union needs candidates with 2 to 4 years of advisory or retail financial services experience, and a strong grasp of investment principles and registered products. Post-secondary education in finance or business is preferred, and equivalent experience will be considered. Strong relationship, communication and coaching skills, plus comfort with CRM and digital tools, are required.
3+ YOE1+ MgmtBeem Credit Union needs candidates with 3 to 5 years of retail banking or member-service experience and 1 to 2 years of leadership or supervision. Strong sales results, knowledge of advice-based financial products, digital banking skills and understanding of regulatory and ethical sales rules are also required.
8+ YOEBeem Credit Union needs candidates with 8+ years in market research or member insight, including experience leading an insight function and running quantitative and qualitative programs. A bachelor's degree is required, a master's preferred, and experience managing research vendors and budgets is needed.
2+ YOEBeem Credit Union needs candidates with 2 to 4 years of advisory or retail financial services experience and a strong understanding of investment principles and registered products. Post-secondary education in finance or business is preferred, and strong relationship, communication and coaching skills are required.
4+ YOECandidates need a post-secondary degree or diploma in business, finance, economics or a related field, plus a Mutual Fund License (IFIC/MFDA). They also need 4 to 6 years of advisory experience covering investments and lending, and a PFP, QAFP or CFP designation is preferred.
7+ YOECandidates need 7 to 10 years in financial services, including 5 to 7 years in small business or commercial portfolio management. A business, accounting or finance bachelor's degree is preferred, along with solid knowledge of financial accounting, credit underwriting and risk assessment.
4+ YOEBeem Credit Union needs candidates with a post-secondary degree or diploma in business, finance or economics, a Mutual Fund License (IFIC/MFDA), and 4 to 6 years of advisory experience including investments and lending.
2+ YOEBeem Credit Union needs candidates with 2 to 4 years of advisory or retail financial services experience and a strong understanding of investment principles and registered products. Post-secondary education in finance or business is preferred, along with excellent relationship management, communication and coaching skills and comfort using CRM systems.
2+ YOEBeem Credit Union needs candidates with 2-3 years of financial services or advisory experience and strong knowledge of everyday banking products. Post-secondary education in business or finance is preferred, along with excellent communication skills and advanced digital literacy.
6+ YOEBeem Credit Union needs six or more years of commercial lending experience with proven success managing complex portfolios. Candidates need strong leadership and interpersonal skills, advanced knowledge of credit structuring, risk analysis and financial modelling, and a record of meeting sales targets. A business or finance degree is an asset.
7+ YOECandidates need 7 to 10 years in financial services, including 5 to 7 years in small business or commercial portfolio management. A solid understanding of financial accounting, credit underwriting and risk assessment is required, and a business, accounting or finance degree is preferred.
3+ YOEBeem Credit Union needs candidates with a finance, business or economics diploma or degree and a Mutual Funds License (IFIC/MFDA). They should have 3 to 5 years in financial advisory or education roles, strong communication skills, and the ability to explain complex money topics simply. A CFP or similar planning designation is preferred.
2+ YOEBeem Credit Union needs candidates with 2 to 3 years of financial services or advisory experience and strong knowledge of everyday banking products. Candidates also need excellent communication skills, a member-first mindset, and advanced digital literacy. Post-secondary education in business or finance is preferred.
2+ YOECandidates need two to four years of advisory or retail financial services experience and a solid grasp of investment principles and registered products. Strong relationship, communication and coaching skills, comfort with CRM systems, and a post-secondary education in finance or business are preferred.
1+ YOEBeem Credit Union needs a high school diploma or equivalent, with 1-2 years of customer service, cash handling, or financial services experience preferred. Candidates need strong attention to detail, good communication skills, and the ability to learn digital banking tools.
2+ YOEBeem Credit Union needs candidates with 2 to 3 years of financial services or advisory experience, strong knowledge of everyday banking products, and excellent communication skills. Advanced digital literacy and the ability to coach others on digital tools are also required, and post-secondary education in business or finance is preferred.
4+ YOECandidates need a Mutual Fund License (IFIC/MFDA), a post-secondary degree or diploma in business, finance or economics, and 4 to 6 years of advisory experience covering investments and lending. A PFP, QAFP or CFP designation is preferred.
Beem Credit Union asks for experience with investment accounts, securities transactions and regulatory compliance, along with strong accuracy and client service skills. Candidates need to work well in a team and communicate clearly with clients and branch staff.
1+ YOECandidates need a high school diploma or equivalent, with business or finance education as an asset, and 1 to 2 years of customer service, cash handling or financial services experience preferred. Strong attention to detail, clear communication and a member-first attitude are required.
2+ YOECandidates need 2 to 4 years of advisory or retail financial services experience and a solid understanding of investment principles and registered products. Strong relationship and coaching skills, CRM comfort and a post-secondary education in finance or business are preferred.
10+ YOEBeem Credit Union needs candidates with 10+ years in compliance, fraud, AML/ATF, privacy or risk within financial services, strong technical knowledge of those areas, and an understanding of how decisions affect systems, processes and members at a large credit union. Candidates must influence senior leaders and communicate clearly in plain language.
Regulatory compliance, Decision making, Apply change management, Communication skills
7+ YOECandidates need 7+ years of progressive technology audit, technology risk or cybersecurity assurance experience and an undergraduate degree in a related field. CISA is preferred, CRISC, CISM, CISSP, CIA or CPA are assets, and financial services experience is preferred.
Leadership, Auditing, Coaching, Collaboration, Negotiate with stakeholders, Communication skills
5+ YOECandidates need a post-secondary degree or diploma, 5 or more years of related experience, and strong knowledge of Scrum, Kanban and hybrid Agile frameworks. Proven skill leading cross-functional teams, excellent facilitation and stakeholder communication, and Agile tools such as Jira and Confluence are required. Agile certification and PMP are preferred.
10+ YOE5+ MgmtCandidates need a bachelor's degree in business, finance or a related field, and 10+ years in commercial banking with at least 5 years leading multiple branches or teams. Expert knowledge of commercial credit, risk governance and syndicated lending is required.