Explore a rewarding hybrid opportunity as a Segregated Fund Specialist with Prospera. Engage with Investment Advisors and support insured investment products while providing essential member services.
In this specialized role at Prospera, you'll complete new applications, maintain existing contracts, and assist in estate planning. Communicate effectively with Investment Advisors and leverage your financial expertise to manage insured investments including segregated funds and annuities. You’ll collaborate with the Wealth Planning team to facilitate educational updates and effective referrals.
Key Responsibilities:
• Complete applications for recent insured investment contracts
• Respond to IAs for contract setups, both virtually and in-person




• Assist with member estate planning and feedback loops
• Maintain current records using CRM software
• Facilitate referrals within Prospera business lines
Requirements:
• Minimum 2-5 years in a financial advisor role
• Life License Qualification Program (LLQP) required
• Must be registered/registrable as an insurance representative
• Familiarity with CRMs and banking systems
• Sales skills and customer service orientation
Utilize your financial expertise and effective communication skills to thrive as a Segregated Fund Specialist at Prospera.
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📌 Hybrid Segregated Fund Specialist Role (Surrey)
🏢 Prospera Credit Union
📍 Surrey