Financial Services Associate 2

3 days ago


Vancouver, Canada BlueShore Financial Full time

**Financial Services Associate 2**
As a Financial Services Associate 2, you are an integral part of the sales and service team at BlueShore Financial. In this essential role, you promote and sell BlueShore Financial products and services while recognizing opportunities for mutually beneficial product/service offerings. Working off the front line, you work one on one with clients responding to a wide variety of requests using the "Four Pillars" approach - Banking, Investments, Credit, and Insurance.
With over 80 years in the financial services industry, BlueShore Financial has grown from a community credit union to a thriving financial boutique. Our dynamic team is committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.
Employee Type: Full Time
Schedule: Monday - Friday
Job Category: Client Service and Sales
Location: Pender Branch, Vancouver
**Key responsibilities of this role are**:

- Provides superior service to un-assigned clients by responding to a wide variety of requests using the "Four Pillars" approach - Banking, Investments, Credit and Insurance.
- Understands and advises clients on the purchase of registered and non-registered investment products (excluding Mutual Funds). Completes and processes all related documentation.
- Calls unassigned clients during campaigns and as directed by Manager. Negotiates pricing and processes renewals within established pricing grid.
- Reviews clients’ Client Experience Management (CEM) profile during each interaction, updating as appropriate and acting upon potential opportunities. Refers more complex needs to appropriate personnel as required. Uses CEM to enhance the Client Intimacy (CI) strategy
- Possesses a solid understanding of the products and services offered through to BlueShore Wealth. Makes referrals where appropriate.

**Qualifications and Experience**
- 1-2 years of experience in a financial intuition
- Demonstrated knowledge of retail lending, loans, lines of credit, etc.
- Solid understanding of core products and services
- Working towards mutual funds course
- Some post-secondary education preferred

**What can BlueShore Financial can do for you?**
- Three weeks' paid vacation to start
- A clearly defined salary progression program that provides timely recognition of skill development and demonstration at important intervals
- A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, collaboration and personal goals
- Opportunity to work in a world-class, award-winning organization
- Comprehensive Total Rewards Program including bonuses, pension, flexible benefits

**What BlueShore Financial needs from you**:

- Recognize the strength that diversity, equity and inclusion bring
- Ability to forge relationships with colleagues for strong collaboration
- Motivated to provide a premium level of service to all clients, internal and external
- Effective and professional communication
- Growth mind-set and continuous learner
- A proactive thinker and problem solver
- Demonstrated digital excellence
- Accountable for the risk responsibilities in your area

**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. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. 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.
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 This isn’t the Credit Union of your childhood; we’re different and better.
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. We've been formally recognized as one of "Canada's Most Admired Corporate Cultures" by Waterstone Human Capital.



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