OverviewProspera, part of the Coast Capital Savings Federal Credit Union family of brands, offers a full range of financial products and services across British Columbia.We are committed to creating meaningful local impact while providing members personalized support to achieve their financial goals.ResponsibilitiesManage and grow a portfolio of member relationships through personalized, holistic advice.Deliver holistic financial advice across investments, lending, protection, and everyday banking.Proactively identify opportunities and manage your pipeline through ongoing outreach.Collaborate with internal specialists to support complex financial needs.Maintain accurate documentation while meeting compliance and regulatory standards.Contribute to a positive and collaborative Advice Centre workplace.Qualifications3+ years of experience in financial services, including 1+ year in an advisory role.Experience with mortgage lending and mutual funds.Mutual Funds licence (required).Strong financial acumen and relationship‑building skills.Excellent communication skills and comfort with technology.A genuine passion for helping members succeed.CompensationProspera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually.The salary for this role is $54,000 to $67,500.Flexible Benefits Program – pick and choose what works best for you.Defined Contribution Retirement Plan – start saving and keep your future in mind.Vacation, Personal and Wellness time and two Vacation Bonus Days.Professional development – grow your career and develop your skills.A supportive, collaborative work environment in a Great Place to Work certified organization.Diversity, Equity & InclusionAt Prospera, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey that ensures every employee feels valued and empowered.AccommodationsWe believe you belong here. If you require accommodation at any stage of the hiring process, please contact [email protected]. All requests are handled with respect and confidentiality.Disclaimer: Employment is subject to background checks, including enhanced criminal, credit, and reference checks.#J-18808-Ljbffr

📌 Relationship Manager (On Site) - C$54,000 - C$67,500 A Year (Winnipeg)
🏢 Prospera
📍 Winnipeg