Beem Credit Union Financial Associate

Beem Credit Union
Full-time north vancouver, metro vancouver regional district Finance
Posted:
May 29, 2026
Location:
north vancouver, metro vancouver regional district, Canada

Job Description

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...

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Job Overview

Job Type: Full-time
Location: north vancouver, Canada
Posted: May 29, 2026
Deadline: July 08, 2026