Join Beem Credit Union as a Financial Associate, where your expertise in retail banking will make a difference. This full-time position in North Vancouver combines personalized client service with in-depth financial solutions.
As part of Beem's BlueShore Financial team, you’ll play a critical role in delivering financial wellness to our diverse client base. This position is suitable for individuals with a passion for financial advising and customer-oriented services. Your experience with credit and investment products will position you as a leader in sales and service.
Key Responsibilities:
• Address client requests using a comprehensive inquiry approach
• Guide clients on registered investment purchases and compliance
• Assess and recommend personal lending solutions
• Conduct outreach calls for client engagement
• Manage necessary documentation for estate accounts
Requirements:
• Minimum 2 years in the financial sector
• Experience with Mutual Funds is a...