Beem Credit Union Financial Associate

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 an a...