Manager, Wealth & Planning (Temporary 15 months)

Job description

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 Manager, Wealth and Planning will lead and oversee a team of wealth administrators and advisory support staff. This role is responsible for advisory and client satisfaction, as well as supporting strategic initiatives aligned with the objectives of Beem Wealth and Planning. This role is an 15-month term position. This role is open to a hybrid work arrangement in the Lower Mainland, Fraser Valley...