Financial Services Associate 3

3 days ago

Squamish, Canada BlueShore Financial Full time

**About Beem Credit Union** This is a role within our BlueShore division, at the Squamish Branch location. **What this role is all about**: Partnering with a full team of professionals in our Financial Spa, 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. **What you’ll do**: - 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. **What you'll bring**: - 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 you'll gain**: - This role is on a salary step program that provides timely recognition of skill development at important intervals. Salaries on this program are reviewed quarterly to reflect progress made. The range for this role is **$61,800 - $67,600/year,** plus variable reward bonus. - Extended health care, dental coverage, and disability coverage - Pension - Favorable vacation benefits - paid time off to recharge - Special banking perks - including mortgage and lending products. **At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do** - **B**uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity. - **O**wn It: You are ready to take charge, drive change, and deliver outstanding results. - **L**ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation. - **D**riven by Curiosity: You are eager to explore, learn, and shape the future. **Ready to join?** - Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships._

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