Overview

Role based in the BlueShore Financial division, Lonsdale branch, North Vancouver. Schedule: Tuesday–Saturday. This role provides comprehensive financial solutions to support clients’ financial wellness and serves as a pathway toward a Financial Planning/Advisory career. Responsibilities

Respond to a wide variety of client requests and inquiries using the Four Pillars approach – Banking, Investments, Credit and Insurance. Advise clients on the purchase of registered and non-registered investment products (including mutual funds). Complete and process related documentation using advisory tools and ensure regulatory compliance. Refer more complex needs to a Financial Advisor as required. Advise on personal lending products and services including mortgages, personal loans, lines of credit, MasterCard applications, and associated insurance products. Make appropriate credit recommendations to the Manager. Call unassigned clients during campaigns and as directed by ...