Associate In Financial Services At Beem
Beem Credit UnionWinnipeg, CanadaFull-time
Associate counsels students on financial aid, calculates eligibility, and designs funding plans to support academic success. Show more
Financial Services Associate in North VancouverBeem Credit Union • Winnipeg, Canada
No longer accepting applications
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
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
Create a job alert for this search
Financial Services Associate in North Vancouver • Winnipeg, Canada
Similar jobs
Associate In Financial Services At Beem - $24 - $28 An Hour
Beem Credit UnionWinnipeg, CanadaFull-time
Associate counsels students on financial aid, calculates eligibility, and designs funding plans to support academic success. Show more
Business Banking Associate
TDWinnipeg, MB, CAFull-time
CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.O... Show more
Sap Financial Accounting Senior Consultant - PwC Canada
PwC Canadawinnipeg, mb, caPart-time
Before applying to this posting, please review in detail and self-assess your eligibility.ASAP and initially for 6-Months, plus extensions up-to potentially a total of 2-years.Part-Time / 5-20-hour... Show more
Assistant Manager - Accounting Services
Government of ManitobaWinnipeg, MB, CAFull-time
THIS POSITION IS OPEN ONLY TO EMPLOYEES OF THE MANITOBA PUBLIC SERVICE.Assistant Manager - Accounting Services.Financial and Administrative Services, Administration & Finance.The Manitoba governmen... Show more
Youville Finance Committee Board Member Role
The Chartered Professional Accountants Of ManitobaWinnipegFull-time
Become a Finance Committee Board Member at Youville and contribute to vital community health services.Your financial skills will guide strategic oversight and promote healing initiatives.Youville s... Show more
Client-Focused Financial Planning Associate
RBCWinnipeg, Manitoba, CanadaFull-time
Join our team in Winnipeg, Canada, as a Financial Planning Associate dedicated to client-centric solutions and proactive engagement.This role emphasizes maximizing sales by understanding client nee... Show more
Advisor Services Associate
Harbourfront Wealth ManagementWinnipeg, MB, CAFull-time
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast‑growing wealth management firm with over $14 billion in assets under administ... Show more
Financial Consultant at ACU Winnipeg
Assiniboine Credit Union LtdWinnipegFull-time
Join ACU in Winnipeg as an Associate Financial Consultant and empower members with financial advice and digital banking tools.This full-time, on-site role focuses on member onboarding and investmen... Show more
Dynamic Service Associate In Financial Advisory
Acera InsuranceWinnipeg, CanadaFull-time
Become a leading Service Associate at Levels Financial Solutions in Metro Vancouver, where you can thrive in a client-centric, performance-driven environment.This role is all about relationship bui... Show more
Associate Financial Consultant-12 Month Term
Assiniboine Credit Union LtdWinnipegFull-time
Banking - Customer Service & Advice.Fort Richmond Branch, 2659 Pembina Hwy, Winnipeg, MB R3T2H5, CAN.Pembina at Bairdmore North Branch, 2659 Pembina Hwy, Winnipeg MB R3T 2H5.Monday to Friday 8:30am... Show more
Reconciliation Support Associate in Winnipeg
Wellington-Altus Financial Inc.Winnipeg, MB, CAFull-time
Enhance your finance career as a Reconciliation Support Associate at Wellington-Altus in Winnipeg, MB.You will manage asset transfers and ensure accurate financial records for advisor support.This ... Show more
CENTRAL SUPPORT SERVICES - Accounting Lead
New DirectionsWinnipeg, MB, CAFull-time
Full Time Supervisory – Winnipeg, MB, Canada.New Directions is a social service agency offering a wide range of resources and services that foster people’s hopes and dreams in their communities.The... Show more
Financial Planning Associate Winnipeg
Wellington-AltusWinnipegFull-time
Elevate your career with Wellington-Altus as a Financial Planning Associate in Winnipeg.Collaborate with advisors to deliver tailored financial strategies and build strong client relationships.This... Show more
Dynamic Service Associate In Financial Advisory - C$40,000 - C$45,000 A Year
Acera InsuranceWinnipeg, CanadaFull-time
Provides administrative and operational support for a commercial insurance team, handling policy processing, invoicing, claims reporting, and file maintenance.Requires attention to detail and custo... Show more
Sap Financial Accounting Senior Consultant - winnipeg
PwC Canadawinnipeg, mb, caPart-time
Before applying to this posting, please review in detail and self-assess your eligibility.ASAP and initially for 6-Months, plus extensions up-to potentially a total of 2-years.Part-Time / 5-20-hour... Show more
Expert Financial Consultant in Winnipeg
Assiniboine Credit Union LimitedWinnipeg, MB, CAFull-time
Elevate your career as a Financial Consultant with Assiniboine Credit Union in Winnipeg, where you'll provide expert financial guidance in a full-time, on-site position.Enhance member trust and sat... Show more
Financial Services Representative - Access Credit Union
Access Credit Union LimitedOakbank, Rural Municipality of Springfield, CAFull-time
Advance your career in financial services at Access Credit Union as a Member Service Representative.You'll provide essential support and exceptional service to our valued members while promoting ou... Show more
Financial Services Associate
Carrington CollegeWinnipeg, CanadaFull-time
SummaryThe Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/D... Show more
Financial Service Representative
goeasy Ltd.Winnipeg, MB, CAFull-time
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of.Canada’s Top Growing Companies.TIME Magazine’s 2025 list... Show more