Join Prospera in Coquitlam, BC as a Financial Member Experience Specialist, where you will enhance member satisfaction through personalized banking solutions. Focus on needs-based selling and relationship building to support financial goals.

This role is perfect for candidates with 1-3 years of experience in financial services. You will actively engage with current retail and business members, conducting Financial Health Checks to uncover sales opportunities. Your recommendations will encompass banking, lending, and investment solutions to help members grow their wealth.

Key Responsibilities:
• Onboard new retail and business members effectively
• Identify sales opportunities through Financial Health Checks




• Recommend tailored banking and lending solutions
• Build a strong sales pipeline through referrals
• Contribute to a collaborative omni-channel Advice Centre

Requirements:
• 1-3 years in financial services or sales
• Familiarity with lending and investment products
• Mutual Funds licensing or commitment to obtain
• Excellent communication and tech skills
• High school diploma; Business education advantageous

Utilize your skills in a supportive team at Prospera, enriching member experiences.
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📌 Financial Member Experience Specialist Role (British Columbia)
🏢 Prospera
📍 British Columbia