Wealth Associate - Lonsdale Branch

Job summary

Supports Investment Advisors by administering client investment solutions, researching products, analyzing and rebalancing portfolios, processing transactions, and responding to client and branch inquiries. Maintains compliant account documentation and accurate CRM records, coordinates appointments and referrals, and contributes to team development and process improvements.

Job details

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 over 200,000 members across 66 branches with $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. Learn more: www.beemcreditunion.ca [http://www.beemcreditunion.ca/] 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. What you’ll do: * 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? Visit us at www.beemcreditunion.ca [http://www.beemcreditunion.ca] to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all 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 all qualified candidates to apply. We are committed to a fair and equitable hiring 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.

What you’ll do

Supports Investment Advisors by administering client investment solutions, researching products, analyzing and rebalancing portfolios, processing transactions, and responding to client and branch inquiries. Maintains compliant account documentation and accurate CRM records, coordinates appointments and referrals, and contributes to team development and process improvements.

Requirements

The posting does not specify formal education, certifications, or a minimum number of years of experience. The role calls for investment account administration, client service, transaction processing, regulatory compliance, accurate recordkeeping, and the ability to support Investment Advisors and collaborate with branch staff.

Benefits

• Extended Health Coverage
• Mental Health Support
• Dental Care
• Disability Coverage
• Vacation
• Personal Days
• RRSP Contributions
• In-House Financial Advice
• Free Banking Accounts
• Special Mortgage and Lending Rates
• Preferred Financial Perks

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• CRM Management · Preferred
• Appointment Scheduling · Preferred
• Client Relationship Management · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment Account Administration
• Client Service
• Investment Product Research
• Portfolio Analysis
• Securities Transaction Processing
• Portfolio Rebalancing
• Regulatory Compliance
• Know Your Client (KYC)
• Documentation Management
• Data Reconciliation
• CRM Management
• Appointment Scheduling
• Client Relationship Management
• Referral Follow-Up
• Process Improvement
• Team Mentoring
• Financial Advising
• Know Your Customer
• Curiosity
• Dental Care
• Planning
• Research
• Reconciliation
• Mental Health
• Customer Relationship Management
• Investments
• Customer Service
• Mortgage Loans
• Innovation
• Loans
• Mentorship
• Sales Administration
• Team Effectiveness
• Stocks (Finance)

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative
• Wealth Associate
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors

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