Business Advisor (Kamloops Region)

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 Business Advisor serves as a trusted partner to business members, providing tailored solutions to help them grow and succeed. This role focuses on acquiring, maintaining, and growing valued relationships within an assigned portfolio of Small Business members. Working collaboratively across consumer banking, commercial, wealth, and insurance, the Business Advisor delivers comprehensive support across deposit, credit, and financial services, promoting financial wellness and leveraging digital-first solutions.

Travel is required as this position will service our Kamloops and surrounding region(s).

What you’ll do:

Member Advisory & Relationship Management

• Proactively manage relationships with an assigned portfolio of business members, delivering tailored advice and solutions.
• Conduct discovery meetings to identify short-term and long-term business goals, challenges, and opportunities.
• Promote financial wellness through effective product and service integration, including deposit, credit, insurance, and investment solutions.

Business Development & Growth

• Develop new business opportunities through networking, community engagement, and proactive outreach.
• Represent Beem at business organizations and events to strengthen brand presence and generate leads.
• Leverage CRM tools and digital channels to identify opportunities and enhance member experience.

Credit & Risk Oversight

• Manage all aspects of the assigned business credit portfolio, including underwriting, monitoring, and compliance.
• Perform annual credit reviews and ensure account conduct aligns with Beem’s standards.
• Assist members with cash flow management, financial planning, and risk mitigation strategies.

Collaboration & Leadership

• Partner with internal teams across Consumer, Commercial, Wealth, and Insurance to maximize cross-referrals.
• Provide guidance and coaching to Business Specialists and other team members.
• Participate in branch sales meetings and support business unit goals through collaboration and knowledge sharing.

Community Engagement

• Represents Beem in the community to build brand presence and generate business opportunities.
• Maintains awareness of market trends and competitive activities to inform strategy and client solutions.

What you’ll bring:

• Bachelor’s degree in Business, Accounting, or Finance preferred.

• 7-10 years in the financial services industry, with 5-7 years in small business or commercial portfolio management.

• Solid understanding of financial accounting, credit underwriting, and risk assessment.

• Certificate in Small Business Advisory or Certified Credit Professional (CCP) designation is an asset

Your Total Rewards 

At Beem, we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that’s more than competitive—it’s designed to help you shine. From your pay to your peace of mind, we’ve got your back. 

Compensation 

Annual salary range: $77,400 - $96,800

Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year. 

Performance and recognition 

 Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals. 

Health and wellness 

We're invested in your well-being 

• Extended health coverage, including mental health support
• Dental care that keeps you smiling 
• Disability coverage for peace of mind 

Time away: Rest isn’t extra—it’s essential 

• Take the time you need to relax, explore, or just catch up on life, with vacation and personal days.  

Retirement and financial well-being 

Your future self will thank you. 

• Generous RRSP contributions 
• In-house financial advice to help you plan ahead 
• Flexible options to add your own contributions 

Beem member perks 

Little extras that make a big difference. 

• Free banking accounts 
• Special mortgage and lending rates 
• Preferred financial perks 

The bottom line 

Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you. 

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.