Financial Services Associate 3

1 week ago

North Vancouver, Canada BlueShore Financial Full time

**Financial Services Associate 3**
Employee Type: Full Time
Schedule: Mon-Fri, or Tues-Sat
Job Category: Client Service and Sales
Location: Parkgate Branch, North Vancouver
**Key responsibilities of this role are**:

- 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.
- 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.

**Education and Experience**
- 2 years’ experience in the financial services industry.
- Mutual Funds license and experience is an asset.
- Solid understanding of retail lending (including mortgages) and investment products.
- Intermediate financial planning courses preferred.

**What can BlueShore Financial can do for you?**
- Competitive compensation including base salary and incentive pay (salary range $55,500 - $63,500 + bonus).
- Career progression and education assistance.
- Comprehensive Total Rewards Program including bonuses, pension, flexible benefits.
- Opportunity to work in a world class, award winning organization.

**What BlueShore Financial needs from you**:

- Accountability, in all directions.
- “Can do” attitude.
- The desire to provide a sophisticated, premium level of service.
- Goal-oriented and driven to meet objectives.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award winning organization, garnering both local and national attention for our progressive practices.
**Be Richly Valued.** At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress. And this level of engagement shows. We've been formally recognized making Kincentric's "Best Employer in Canada" list 10 years in a row and as one of "Canada's Most Admired Corporate Cultures" by Waterstone Human Capital.
From the moment you walk into one of our Financial Spas, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we've been serving the lower mainland for over 80 years But this isn’t the Credit Union of your childhood. We’re different and better.
LI-ONSITE

**Salary**: $55,500.00-$63,500.00 per year

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