Elevate member financial health as a Lead Relationship Manager at Prospera. Utilize your financial advisory skills to deliver holistic support and foster lasting relationships.
As a Lead Relationship Manager, you'll craft personalized advice to enhance and expand a diverse portfolio of member relationships. The role emphasizes proactive outreach, complex financial needs management, and collaboration with internal specialists to ensure comprehensive service. Your leadership will drive outcomes in the Advice Centre, contributing to a supportive and positive team environment.
Key Responsibilities:
- Manage and grow member relationships through personalized advice
- Deliver comprehensive financial solutions in investments and lending
- Proactively identify opportunities through ongoing outreach
- Collaborate with specialists to address complex needs
- Support operational tasks to maintain compliance
Requirements:
- 3+ years in financial services with 1+ year in advisory role
- Experience in mortgage lending and mutual funds
- Required Mutual Funds license
- Strong relationship-building skills
- Excellent communication and tech proficiency
Make a meaningful impact by guiding members through their financial journeys at Prospera.
Lead Relationship Manager at Prospera in Vancouver employer: Prospera Credit Union
Prospera Credit Union is an exceptional employer that prioritizes community engagement and employee well-being. With a flexible work program, competitive compensation, and a strong focus on professional development, employees are empowered to grow their careers in a supportive and collaborative environment. Located in the vibrant community of White Rock, BC, Prospera fosters a culture of diversity, equity, and inclusion, making it a rewarding place for individuals passionate about making a positive impact.
