Advisory Associate

2 weeks ago

North Vancouver, Canada BlueShore Financial Credit Union Full time

**About Beem Credit Union**

**What this role is all about**:
As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and consider yourself a high-touch service provider. In this critical role, you thrive on establishing highly efficient and accurate work processes, and delivering world class client service.

**What you'll do**:

- Builds and maintains a strong partnership with the Financial Advisor by establishing efficient administrative processes and relationship building techniques to ensure portfolio growth and overall work quality.
- Audits and organizes mutual fund files for accuracy and completeness.
- Meets with clients assigned to the Financial Advisor to provide seamless, client intimate service. Spots opportunities for these clients and processes or refers accordingly.
- Uses Client Relationship Management software to maintain client information and communicates any deficiencies to the branch compliance manager or Financial Advisor.
- Processes client transactions efficiently and accurately, such as transactions related to new accounts, term investments and registered products. Responds to a variety of client requests.
- Performs administration/input of loans/mortgages, credit reviews, reporting, estates, safekeeping, scheduling, data entry, and any other related tasks to portfolio management.
- Liaises with other units such as Legal and Lending Services to facilitate prompt, efficient and profitable sales and service.
- Completes proactive contacts/calls as assigned.
- Administers and completes all files/documentation necessary for estate accounts administration.

**What you'll bring**:

- 2 years progressive experience in the Financial Services industry
- Solid understanding of lending and investment practices and procedures
- Diploma or Degree in Business Administration an asset
- Financial Planning courses an asset
- Mutual fund license is an asset

**What you'll gain**:

- Competitive base salary; reviewed annually. The salary range for this position is $57,000 - $67,600 annually. Starting salary will be based on related education, accreditations, training, and experience
- Extended health care, dental coverage, and disability coverage
- Pension
- Paid time off
- 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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