Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across British Columbia.ResponsibilitiesAcquire and onboard new retail and business members through proactive conversations.Uncover members' needs and identify sales opportunities through Financial Health Checks.Recommend and deliver everyday banking, lending, and investment solutions.Manage small accounts and build a solid sales pipeline through referrals and follow‑up.Support frontline and omnichannel interactions while contributing to a collaborative Advice Centre.Qualifications13 years of experience in financial services or a sales setting.Exposure to lending and investment products and needs‑based selling.Mutual Funds licensed or willingness to obtain within six months.Strong communication skills, financial curiosity, and comfort with technology.Grade 12 (or equivalent); postsecondary educationin Business or Marketing is an asset.CompensationBase salary of $46,000 to $57,500,



plus incentives that are market competitive and reviewed annually. The final offer will be based on the successful candidate's knowledge, experience, and internal equity.Perks & WellbeingFlexible Benefits Program – pick and choose what works best for you.Defined Contribution Retirement Plan.Vacation, Personal and Wellness time and two Vacation Bonus Days.Professional development to grow your career and develop your skills.Workplace CultureOur Commitment – Diversity, Equity & Inclusive. At Prospera, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey that ensures every employee feels valued and empowered. When you join Prospera, you are becoming part of a team that celebrates individuality and works collectively to make a positive impact.We follow a fair and equitable hiring process, considering candidates based on their skills, experience, and potential.Accommodations DisclaimerEmployment is subject to background checks, including enhanced criminal, credit, and reference checks.#J-18808-Ljbffr

📌 Member Experience Specialist (On Site) (Surrey) - C$46,000 - C$57,500 A Year
🏢 Prospera
📍 Winnipeg