Join Prospera as a Financial Services Specialist at the Burquitlam Branch in Coquitlam, BC. Focus on member onboarding and providing personalized financial solutions in a collaborative setting.
In this role, you will drive member engagement and support through proactive conversations and Financial Health Checks. With 1-3 years of experience in financial services, you will recommend tailored banking and investment solutions, managing small accounts while fostering a strong sales pipeline with referrals.
Key Responsibilities: • Onboard current retail and business members efficiently • Conduct Financial Health Checks to uncover needs • Deliver lending and investment solutions tailored for members • Manage accounts and follow up for referrals • Collaborate with front-line and omni-channel teams
Requirements: • Experience in financial services or sales (1-3 years) • Knowledge of lending and investment needs • License in Mutual Funds or willingness to pursue • Strong tech-savviness and communication skills • Grade 12; Business or Marketing education preferred
Help shape positive member experiences and drive impact at Prospera. #J-18808-Ljbffr
📌 Financial Services Specialist at Prospera (Winnipeg)
🏢 Prospera Credit Union
📍 Winnipeg
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