Elevate your career in financial services with Prospera as a Relationship Manager. Drive positive impact through personalized interactions and holistic financial advice tailored to member needs.

As a Relationship Manager, you'll manage a diverse member portfolio, delivering expert financial advice across various services such as investments and lending. Your proactive approach will be key in identifying opportunities and collaborating with internal specialists to address complex financial needs.

Key Responsibilities:
• Cultivate and manage member relationships effectively
• Provide comprehensive advice covering all financial products
• Identify growth opportunities through ongoing outreach




• Collaborate to address complex financial requirements
• Maintain compliance with accurate documentation

Requirements:
• Over 3 years in financial services, at least 1 in advisory
• Experience with mortgage lending and mutual funds
• Must hold a Mutual Funds licence
• Robust communication and technology skills
• Passionate about member outcomes and success

Use your financial expertise and relationship-building skills at Prospera to assist members in achieving their financial goals.
#J-18808-Ljbffr

📌 Prospera Relationship Manager - Advisory Role (British Columbia)
🏢 Prospera
📍 British Columbia