Financial Services Associate 3 - Lonsdale Branch

Beem Credit Union • North Vancouver, BC

14h • CA$58,500 - CA$68,800 • Onsite

About The Position

Partnering with a full team of professionals, this role provides comprehensive and balanced financial solutions that support the financial wellness of our clients. This position is perfect for someone wanting to develop their banking career towards a Financial Planning/Advisory pathway. Your in-depth understanding of a wide variety of investment and credit solutions enable you to be a sales and service leader. This role is within our BlueShore Financial division, based out of the Lonsdale branch in North Vancouver and working a Tuesday-Saturday schedule.

Requirements

• 2 years’ experience in the financial services industry.
• Solid understanding of retail lending (including mortgages) and investment products.

Nice To Haves

• Mutual Funds license and experience is an asset.
• Intermediate financial planning courses preferred.

Responsibilities

• Responds to a wide variety of client requests and inquiries using the "Four Pillars" approach – Banking, Investments, Credit and Insurance.
• Understands and advises clients on the purchase of registered and non-registered investment products (including Mutual Funds). Completes and processes all related documentation utilizing advisory tools and ensuring compliance to regulations. Refers more complex needs to Financial Advisor as required.
• Understands and advises clients on the purchase of personal lending products and services including mortgages, personal loans, lines of credit, MasterCard applications and associated insurance products. Makes appropriate credit recommendations to Manager.
• Calls unassigned clients during campaigns and as directed by Manager. Negotiates pricing and processes renewals within established pricing grid.
• Processes estate accounts compiling the necessary documentation. Completes required transactions and refers more complex requests as needed.

Benefits

• Annual salary range of $58,500 – $68,800, with pay based on your skills and experience, and performance bonuses tied to shared goals
• Extended health coverage (including mental health support), dental care, and disability coverage
• Vacation and personal days to rest, recharge, and manage life outside of work
• Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Free banking accounts, special mortgage and lending rates, and preferred financial perks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed