Financial Services Associate 3
Partnering with a full team of professionals in one of our Financial Spas™, 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.
BlueShore Financial is a division of Beem Credit Union. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.
Employee Type: Full Time
Schedule: Monday - Friday or Tuesday - Saturday (flexibility is required)
Job Category: Client Service and Sales
Location: Undetermined North Vancouver Branch
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.
- 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.
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.
Pay Transparency
Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.
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.
What BlueShore Financial can provide you:
- 3 weeks of paid vacation to start, plus paid personal and wellness days
- Opportunity to work in a world-class, award-winning organization
- Continuing education assistance and access to certified coach colleagues
- Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program
- Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates
- Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits) and Perkopolis discount portal
- Gender-neutral washrooms
- Opportunities to be involved including social, inclusion, health and fundraising committees
What BlueShore Financial needs from you:
- Recognize the strength that diversity, equity and inclusion brings
- Forge relationships with colleagues for strong collaboration
- Provide a premium level of service to all clients, internal and external
- Communicate effectively and professionally
- Exhibit a growth mind-set
- Strive for continuous learning
- Be a proactive thinker and problem solver
- Demonstrate digital excellence
- Be 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 employees 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. We've been entered into Waterstone Human Capital's "Hall of Fame" as one of "Canada's Most Admired Corporate Cultures".
BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.
We respectfully acknowledge that our services are provided on the unceded territories of the Lil'wat7ul (LíỈwat), xʷməθkʷəỷəm (Musqueam), Sḵwx̱wú7mesh (Squamish) and SəỈílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.