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 • Robust 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. #J-18808-Ljbffr

📌 Financial Relationship Manager at Prospera (Winnipeg)
🏢 Prospera
📍 Winnipeg