Elevate your career as a Member Experience Specialist with Prospera in Coquitlam, BC. Focus on onboarding members and providing tailored financial solutions in a supportive environment.

Prospera is seeking a motivated professional for its Burquitlam Branch. This role demands 1-3 years in financial services, along with strong communication and sales skills. Responsibilities include assessing clients' needs, onboarding new members, and delivering suitable banking and investment solutions through an omni-channel approach.

Key Responsibilities: • Acquire current retail and business members proactively • Identify sales opportunities through Financial Health Checks • Recommend banking, lending,



and investment products • Build a solid sales pipeline via referrals and follow-ups • Support front-line interactions in a collaborative Advice Centre

Requirements: • 1-3 years in financial services or sales • Familiarity with lending and investment products • Mutual Funds licensed or willingness to obtain • Strong communication and financial curiosity • Grade 12; post-secondary education is an asset

Leverage your skills in financial services to make a meaningful impact while supporting Prospera’s members. #J-18808-Ljbffr

📌 Member Experience Specialist at Prospera (Winnipeg)
🏢 Prospera Credit Union
📍 Winnipeg