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 new 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
• Robust tech-savviness and communication skills
• Grade 12; Business or Marketing education preferred
Help shape positive member experiences and drive impact at Prospera.
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📌 Financial Services Specialist at Prospera (Coquitlam)
🏢 Prospera Credit Union
📍 Coquitlam