Join Prospera as a Relationship Manager, where your skills in financial advisory will help members achieve their goals. Focus on personalized support and comprehensive financial advice across British Columbia.

In this advisory role at Prospera, you will enhance member relationships by delivering holistic financial solutions across investments and lending. You will utilize your experience in mortgage lending and mutual funds while proactively identifying growth opportunities for your portfolio through engaging outreach.

Key Responsibilities:
• Grow a portfolio through personalized financial advice
• Offer holistic solutions including mortgages and investments
• Proactively manage your pipeline through outreach
• Support complex needs by collaborating with specialists
• Ensure accurate documentation and compliance

Requirements:
• Minimum 3 years in financial services, 1+ year advisory
• Proficiency in mortgage lending and mutual funds
• Required: Mutual Funds licence
• Solid relationship-building and communication skills
• Genuine desire to support member success

Bring your financial expertise to Prospera, making a meaningful impact in members' lives everyday.
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📌 Experienced Financial Advisor - Relationship Manager (British Columbia)
🏢 Prospera
📍 British Columbia