Job Description
Join Beem Credit Union as a Financial Services Associate and transform client banking experiences. Located in North Vancouver, this full-time position focuses on financial wellness and personalized client solutions.
Beem Credit Union seeks passionate candidates with a background in financial services. You will provide tailored advice on investments and lending, assisting clients through every financial journey. Ideal for those aiming for a financial planning path, this role includes responding to client inquiries and managing documentation efficiently.
Key Responsibilities:
• Engage with clients using the Four Pillars approach
• Advise on various investment products and client needs
• Recommend personal lending solutions including mortgages
• Call clients and process renewals as necessary
• Compile documentation for estate accounts handling
Requirements:
• Minimum 2 years experience in financial services
• Experience and licensing in Mutual Funds is an adv...
Beem Credit Union seeks passionate candidates with a background in financial services. You will provide tailored advice on investments and lending, assisting clients through every financial journey. Ideal for those aiming for a financial planning path, this role includes responding to client inquiries and managing documentation efficiently.
Key Responsibilities:
• Engage with clients using the Four Pillars approach
• Advise on various investment products and client needs
• Recommend personal lending solutions including mortgages
• Call clients and process renewals as necessary
• Compile documentation for estate accounts handling
Requirements:
• Minimum 2 years experience in financial services
• Experience and licensing in Mutual Funds is an adv...