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...

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Submit your application today and join our talented team at Beem Credit Union.

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