Wealth Associate Lonsdale Branch

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future weve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:financial wellness for all.We help British Columbians achieve their goals through personalized advice innovative technology and genuine human connection.

As one of BCs largest credit unions we serve over200000 membersacross66 brancheswith$18 billion in assets under administration.

If youre passionate about making a difference and want to join a team that values collaboration innovation and purpose join us on the journey.

Learn more:

What this role is all about:

The Wealth Associate is responsible for supporting and enhancing the client relationship through specialized operational client service and sales administration/support to Investment Advisors within Beem Wealth & Planning. The role contributes to delivering an overall positive client experience through assisting their Investment Advisor with administration of investment solutions for clients research of investment products portfolio analysis processing transactions and promoting various investment vehicles and Beem investment products.

This is an onsite Wealth Associate role based out of our Lonsdale branch in North Vancouver.

Whatyoulldo:

• Supports and enhances the client relationship by actioning the Investment Advisors advice and solutions to meet clients needs including stocks bonds mutual funds and other investment products.
• Responds in a timely and accurate manner to routine complex and/or technical inquiries by branch staff or clients concerning all types of investment accounts.
• Processes security transactions accurately and efficiently within established policies procedures and regulations set out by various regulators. May involve complex calculations to rebalance portfolios for the Investment Advisor.
• Assists with and performs activities relating to all types of investment accounts including contributions processing investment options maintenance gathering research for analysis and regulatory compliance matters.
• Ensures all documentation adheres to compliance policies and procedures on all investment dealings. Reconciles data for accuracy and investigates and corrects errors.
• Supports the Wealth & Planning team by booking appointments preparing correspondence and reports and maintaining files and materials; updates CRM with client information to ensure accurate and current data at all times.
• Partners with branch staff in identifying potential Wealth clients and follows up with branch referrals and client inquiries to develop and maintain effective and positive relationships.
• Directs inquiries and referrals to other Beem staff for loans investments and insurance as appropriate.
• Meets with clients and provides services on the Advisors behalf such as completion of missing information or Know Your Client (KYC) activities; provides clients with accurate information regarding security transactions as well as general inquiries of account status
• As needed supports junior Wealth & Planning administrative staff and provides guidance and mentorship upon opportunity to maintain ongoing skills development and strengthen team effectiveness and engagement.
• Proactively seeks and makes recommendations for process improvements and implements as directed.

Total Rewards:

Our total rewards approach reflects Beems values celebrating success investing in your growth and supporting you at work and in life.

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• Build Together: You are a team player who thrives on collaboration sparks ideas and fosters inclusivity.
• Own It: You are ready to take charge drive change and deliver outstanding results.
• Lead with Agility: You are a dynamic adaptable thinker who thrives on challenge and innovation.
• Driven by Curiosity: You are eager to explore learn and shape the future.

Ready to join

Visit us at learn more about whatitslike to work for Beem Credit Union!Wesincerely thankall applicants for their interest; however only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage allqualiïedcandidates to apply. We are committed to a fair andequitablehiring process for all candidates. All applications are reviewed by a member of our team.

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.

Required Experience:

IC