Wealth Associate - Lonsdale Branch

Beem Credit Union; North Vancouver; On-site; CAD 60,000 - 64,000; Full time

Benefits offered by this job

Salary range 59,900–63,500 CAD

Extended health coverage

Vacation & personal days

RRSP contributions

Beem perks

Job summary

Beem Credit Union is hiring a Wealth Associate to support Investment Advisors at Beem Wealth & Planning in North Vancouver. This onsite role focuses on client relationships, investment accounts, and advisory administration.

You will help with research, processing transactions, and maintaining compliance while contributing to a positive client experience at the Lonsdale branch.

Responsibilities

• Supports the Investment Advisor’s advice by executing solutions for clients.
• Responds to routine and complex inquiries about investment accounts.
• Processes security transactions and assists with portfolio rebalancing.
• Maintains documentation for compliance and reconciles data.
• Books appointments, prepares reports, and updates CRM with client information.
• Identifies potential Wealth clients through branch referrals.
• Mentors junior Wealth & Planning staff when opportunities arise.

Job description

Description

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, we've 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 BC’s largest credit unions, we serve over200,000 membersacross66 brancheswith$18 billion in assets under administration.

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

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.

Whatyou'lldo:

• Supports and enhances the client relationship by actioning the Investment Advisor’s 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 Beem's values - celebrating success, investing in your growth, and supporting you at work and in life.

• Compensation: Annual salary range of $59,900 - $63,500, with pay based on your skills and experience, and performance bonuses tied to shared goals
• Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
• Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
• Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks

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?

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 allqualifiedcandidates 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.