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.
This position can be based out of Prince George or Fort St. John.
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
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: Annual salary range of $77,400 - $96,800, with pay based on your skills and experience, and performance bonuses tied to shared goals
- 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
