Wealth Associate - Lonsdale Branch

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.

The Wealth Associate is responsible for supporting and enhancing the client relationship through specialized operational, client service, and sales administration/support to Investment Advisors within Beem Wealth & Planning. The role contributes to delivering an overall positive client experience through assisting their Investment Advisor with administration of investment solutions for clients, research of investment products, portfolio analysis, processing transactions, and promoting various investment vehicles and Beem investment products.

This is an onsite Wealth Associate role based out of our Lonsdale branch in North Vancouver
.

Whatyou'lldo:

• Supports and enhances the client relationship by actioning the Investment Advisor’s advice and solutions to meet clients’ needs, including stocks, bonds, mutual funds and other investment products.
• Responds in a timely and accurate manner to routine, complex and/or technical inquiries by branch staff or clients concerning all types of investment accounts.
• Processes security transactions accurately and efficiently within established policies, procedures and regulations set out by various regulators. May involve complex calculations to rebalance portfolios for the Investment Advisor.
• Assists with and performs activities relating to all types of investment accounts including contributions, processing investment options, maintenance, gathering research for analysis, and regulatory compliance matters.
• Ensures all documentation adheres to compliance, policies and procedures on all investment dealings. Reconciles data for accuracy and investigates and corrects errors.
• Supports the Wealth & Planning team by booking appointments, preparing correspondence and reports, and maintaining files and materials; updates CRM with client information to ensure accurate and current data at all times.
• Partners with branch staff in identifying potential Wealth clients and follows up with branch referrals and client inquiries to develop and maintain effective and positive relationships.
• Directs inquiries and referrals to other Beem staff for loans, investments, and insurance as appropriate.
• Meets with clients and provides services on the Advisors’ behalf such as completion of missing information or Know Your Client (KYC) activities; provides clients with accurate information regarding security transactions as well as general inquiries of account status
• As needed, supports junior Wealth & Planning administrative staff and provides guidance and mentorship upon opportunity to maintain ongoing skills development and strengthen team effectiveness and engagement.
• Proactively seeks and makes recommendations for process improvements and implements as directed.

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 $59,900 - $63,500
  , with pay based on your skills and experience, and performance bonuses tied to shared goals
• Health &…