Holistic Financial Advisor | Relationship Manager (Maple Ridge)

Holistic Financial Advisor | Relationship Manager (Maple Ridge)

02 Aug
|
Prospera
|
Maple Ridge

02 Aug

Prospera

Maple Ridge

Prospera in Maple Ridge, BC is seeking an experienced financial advisor to manage a diverse member portfolio and provide holistic guidance across investments, lending, and banking. You will identify opportunities, collaborate with specialists, and ensure compliant documentation while contributing to a cooperative Advice Centre environment.

The role requires 3+ years in financial services, mortgage lending and mutual funds experience, and a Mutual Funds licence.

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📌 Holistic Financial Advisor | Relationship Manager (Maple Ridge)
🏢 Prospera
📍 Maple Ridge

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