At a Glance
- Tasks: Manage and grow member relationships through personalized financial advice and proactive outreach.
- Company: Join Prospera, a community-focused financial institution with over 80 years of service.
- Benefits: Competitive salary, flexible benefits, retirement plan, and professional development opportunities.
- Other info: Diversity and inclusion are at our core; we celebrate individuality and empower our team.
- Why this job: Make a real impact in members' financial lives while growing your career in a supportive environment.
- Qualifications: 3+ years in financial services, strong relationship-building skills, and mutual funds licence required.
The predicted salary is between 54000 - 67500 $ per year.
Description
Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.
With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the British Columbia.
As a Relationship Manager Lead, you will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet complex member financial needs.
The RML works to expand relationships beyond the individual member to member households – supporting the transfer of wealth and financial health of the next generation.
They also will provide reciprocal support to line of business team members and provides omni-channel back up support to MXS, MSC, and AC management roles.
This role requires availability Monday- Friday.
- What you do
- Manage and grow a portfolio of member relationships through personalized, holistic advice
- Deliver holistic financial advice across investments, lending, protection, and everyday banking
- Proactively identify opportunities and manage your pipeline through ongoing outreach
- Collaborate with internal specialists to support complex financial needs
- Maintain accurate documentation while meeting compliance and regulatory standards
- Contribute to a positive and collaborative Advice Centre environment
- Support the execution of cash-related and other operational tasks on a daily, weekly, monthly, quarterly, and yearly basis.
- Assist in the supervision of compliance and audit responsibilities, including the management of ATM, night deposit processes, postdated and pending file management, cash and negotiable balancing.
- Help drive outcomes through leadership in campaign management and reporting.
- Provides back-up support for other advice center roles as needed.
What you bring
- 3+ years of experience in financial services, including 1+ year in an advisory role
- Experience with mortgage lending and mutual funds
- Mutual Funds licence
- (required)
- Strong financial acumen and relationship‑building skills
- Excellent communication skills and comfort with technology
- A genuine passion for helping members succeed
Compensation
- Prospera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually.
- The salary for this role is $54,000 to $67,500.00. The final offer will be based on the successful candidate’s knowledge, experience, and internal equity.
- Flexible Benefits Program pick and choose what works best for you.
- Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.
- Vacation, Personal and Wellness time and two Vacation Bonus Days
- Professional development – come to grow your career and develop your skills.
- A supportive, collaborative work environment we’re proud to be a Great Place to Work certified organization.
- Our Commitment - Diversity, Equity & Inclusive
At Prospera, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive.
Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey that ensures every employee feels valued and empowered.
We follow a fair and equitable hiring process, considering candidates based on their skills, experience, and potential.
When you join Prospera, you’re not just taking a job you’re becoming part of a team that celebrates individuality and works collectively to make a positive impact.
Accommodations
We believe you belong here.
If you require accommodation at any stage of the hiring process, please contact recruitment@prospera. ca.
All requests are handled with respect and confidentiality.
Disclaimer: Employment is subject to background checks, including enhanced criminal, credit, and reference checks.
At Prospera, we’re more than a financial institution; we’re a community. Our people are empowered to bring their whole selves to work and make a meaningful difference every day.
Prospera, Coast Capital and Sunshine Coast Financial are part of the Coast Capital Savings Federal Credit Union family of brands.
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Relationship Manager Lead in Vancouver employer: Prospera
Prospera is an exceptional employer that fosters a supportive and collaborative work environment, making it a Great Place to Work certified organization. With a strong commitment to employee growth through professional development opportunities and a flexible benefits program, Prospera empowers its team members to thrive while making a meaningful impact in the community. Located in British Columbia, employees enjoy a vibrant workplace culture that values diversity, equity, and inclusion, ensuring everyone feels valued and empowered.
