Manager, Wealth & Planning (Temporary 15 months) (Burnaby)

Beem Credit Union offers digital and personalized banking services. With 80 years of cooperative history, we serve over 200,000 members across 66 branches.

Role Overview

The Manager, Wealth and Planning will lead and oversee a team of wealth administrators and advisory support staff. The role focuses on client satisfaction, advisory services, and supporting strategic initiatives aligned with the objectives of Beem Wealth and Planning. This is a 15‑month term position open to a hybrid work arrangement in the Lower Mainland, Fraser Valley or Kelowna region of British Columbia.

Key Responsibilities

People and Performance Leadership

• Mentor and motivate a team of wealth administrators and advisory support staff, including guiding them on best practices, client relationship management, and compliance.
• Provide ongoing training and development opportunities, ensuring the team stays current on industry trends, regulatory updates, and ...