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Beem Credit Union
Financial Services Associate in North VancouverBeem Credit Union • Winnipeg, Canada
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Financial Services Associate in North Vancouver

Financial Services Associate in North Vancouver

Beem Credit Union • Winnipeg, Canada
8 days ago
Job type
  • Full-time
Job description
Elevate your banking career as a Financial Services Associate at Beem Credit Union, located in North Vancouver. With a focus on financial wellness, you'll provide tailored advice and solutions.

This role in Beem's BlueShore Financial division offers a path towards Financial Planning and Advisory, catering to the diverse needs of clients. Your expertise in investment and credit solutions will position you as a leader in sales and service, with a supportive team by your side.

Key Responsibilities: • Respond to varied client inquiries using the Four Pillars approach • Advise on registered and non-registered investment products • Offer personal lending services like mortgages and loans • Conduct client outreach during campaigns and follow up • Process estate accounts and document complex requests

Requirements: • 2 years experience in financial services • Mutual Funds license preferred • Solid knowledge of retail lending and investment products • Intermediate financial planning coursework advantageous • Strong client relationship skills

Use your financial expertise to support the community's wellbeing at Beem Credit Union. #J-18808-Ljbffr
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Financial Services Associate in North Vancouver • Winnipeg, Canada

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