Elevate your career as a Segregated Fund Specialist within Prospera's collaborative environment. This hybrid role focuses on insured investment products and client relations. As part of the Prospera team, your role will involve completing applications, maintaining existing contracts, and collaborating with Investment Advisors on estate planning efforts.

You'll act as a key resource for members seeking insured investments, ensuring all processes are executed smoothly and accurately. Regular updates and communications will strengthen your ties with the Wealth Planning team. Key Responsibilities:

- Manage applications for current and existing insured investments
- Collaborate with IAs for seamless contract execution




- Provide essential estate planning assistance to members
- Keep accurate member information using CRM tools
- Handle referrals effectively between business units Requirements:
- 2-5 years' experience as a financial advisor
- Life License Qualification Program (LLQP) is mandatory
- Must be registered or registrable as an insurance representative
- Proficient in relevant CRM and financial software
- Solid sales and customer engagement abilities Make a meaningful impact in financial services as a Segregated Fund Specialist at Prospera.

📌 Segregated Fund Specialist at Prospera (Surrey)
🏢 Prospera Credit Union
📍 Surrey