Elevate member experiences as a Financial Relationship Manager with Prospera, focusing on personalized financial advice and relationship growth. Your expertise will guide members in managing investments, lending, and banking solutions.

Prospera is seeking a skilled Relationship Manager with over three years' experience in financial services, including one year's advisory role. This role requires a solid understanding of mortgage lending and mutual funds, along with a Mutual Funds license. You’ll be responsible for identifying opportunities, documenting interactions, and collaborating with specialists to meet members' complex financial needs.

Key Responsibilities:
• Manage and grow portfolio of member relationships
• Deliver tailored financial advice across various sectors




• Identify and manage opportunities through outreach
• Collaborate with internal specialists on complex needs
• Maintain compliance and accurate documentation

Requirements:
• 3+ years in financial services, 1+ year advisory
• Experience with mortgage lending and mutual funds
• Mutual Funds license required
• Solid financial acumen and communication skills
• Passion for helping members succeed

Drive member success through personalized support and financial guidance at Prospera, contributing to community impact.
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📌 Financial Relationship Manager at Prospera (British Columbia)
🏢 Prospera
📍 British Columbia