Join Prospera as an In office Relationship Manager dedicated to delivering tailored financial advice and member support. This role emphasizes portfolio management and collaboration in a full-time, 12-month capacity.

Prospera is committed to empowering a diverse team while creating meaningful banking experiences. As a Relationship Manager, you will be tasked with managing a portfolio of member relationships, ensuring their financial needs are met through personalized advice in lending and investments. Your ability to align with internal specialists will enhance the supportive nature of your service.

Key Responsibilities: • Grow a diverse portfolio of member relationships • Deliver personalized financial advice across products • Manage a proactive outreach pipeline for member engagement • Collaborate with specialists for complex financial situations • Document clients' needs while adhering to compliance

Requirements: • 3+ years in financial services, including advisory experience • Mutual Funds license is mandatory • Excellent communication and tech-savvy • Strong relationship-building acumen • Passionate about aiding member success

Utilize your advisory expertise to strengthen community ties at Prospera.

📌 On-Site Relationship Manager at Prospera (Winnipeg)
🏢 Prospera Credit Union
📍 Winnipeg