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 documentationRequirements:- 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 succeedDrive member success through personalized support and financial guidance at Prospera, contributing to community impact.#J-18808-Ljbffr

📌 Coast Capital Savings Financial Relationship Manager (Winnipeg)
🏢 Coast Capital
📍 Winnipeg