North Financial Services Associate

Enhance your career with Beem Credit Union as a Financial Services Associate in North Vancouver. This on-site full-time role offers an opportunity to support clients through targeted financial solutions and advice.

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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