Financial Services Associate at Beem

Elevate your banking career with Beem Credit Union as a Financial Services Associate. This full-time, on-site role in North Vancouver focuses on delivering comprehensive financial solutions to our clients.

Beem Credit Union, a leader in financial services, is seeking a Financial Services Associate to join its BlueShore Financial division in North Vancouver’s Lonsdale branch. This role is aimed at individuals eager to develop their careers toward a Financial Planning or Advisory pathway. Your skills in investments, credit solutions, and personalized customer service will empower clients in achieving financial wellness.

Key Responsibilities: • Respond to diverse client inquiries using the 'Four Pillars' approach • Advise clients on investment products and ensure compliance • Process personal lending product applications • Engage unassigned clients during outreach campaigns • Handle estate account documentation accurately

Requirements: • 2 years of experience in...