Holistic Financial Advisor Relationship Manager Maple Ridge (Canada)

Holistic Financial Advisor Relationship Manager Maple Ridge (Canada)

05 Aug
|
Prospera
|
Canada

05 Aug

Prospera

Canada

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 prospects, collaborate with specialists, and ensure compliant documentation while contributing to a team-oriented Advice Centre setting.

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

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

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