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
Robust relationship-building acumen
Passionate about aiding member success Utilize your advisory expertise to strengthen community ties at Prospera.

📌 On Site Relationship Manager At Prospera Chilliwack
🏢 Prospera Credit Union
📍 Chilliwack