North Financial Services Associate
Job in
Vancouver, BC, Canada
Listed on 2026-06-12
Listing for:
BlueShore Financial
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant, Financial Services
Job Description & How to Apply Below
At Beem Credit Union, you will collaborate with a dedicated team to provide comprehensive financial services to over 200,000 members.
Your role will extend toward advising clients on various investment and lending products, helping them navigate their financial journeys effectively. This position serves as a springboard to further financial advisory roles.
Key Responsibilities:
• Utilize the 'Four Pillars' service model for client interactions
• Provide insights on personal and registered investment products
• Process applications for various lending options
• Conduct outreach to unassigned clients as needed
• Oversee the documentation process for estate accounts
Requirements:
• 2 years of experience in the financial services field
• Preferably have a Mutual Funds license
• Solid grasp of lending products and investment options
• Strong client service and communication abilities
• Team-oriented mindset with a collaborative focus
Join Beem Credit Union to drive financial wellness and nurture your career in the finance industry.
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Position Requirements
10+ Years
work experience
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