Holistic Financial Advisor Relationship Manager British Columbia

Holistic Financial Advisor Relationship Manager British Columbia

04 Aug
|
Prospera
|
British Columbia

04 Aug

Prospera

British Columbia

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 workplace.
The role requires 3+ years in financial services, mortgage lending and mutual funds experience, and a Mutual Funds licence.
J-18808-Ljbffr

📌 Holistic Financial Advisor Relationship Manager British Columbia
🏢 Prospera
📍 British Columbia

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: holistic financial advisor relationship manager british columbia / british columbia