Elevate member financial health as a Lead Relationship Manager at Prospera. Utilize your financial advisory skills to deliver holistic support and foster lasting relationships.

As a Lead Relationship Manager, you'll craft personalized advice to enhance and expand a diverse portfolio of member relationships. The role emphasizes proactive outreach, complex financial needs management, and collaboration with internal specialists to ensure comprehensive service. Your leadership will drive outcomes in the Advice Centre, contributing to a supportive and positive team environment.

Key Responsibilities:
• Manage and grow member relationships through personalized advice
• Deliver comprehensive financial solutions in investments and lending




• Proactively identify opportunities through ongoing outreach
• Collaborate with specialists to address complex needs
• Support operational tasks to maintain compliance

Requirements:
• 3+ years in financial services with 1+ year in advisory role
• Experience in mortgage lending and mutual funds
• Required Mutual Funds license
• Solid relationship-building skills
• Excellent communication and tech proficiency

Make a meaningful impact by guiding members through their financial journeys at Prospera.
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📌 Lead Relationship Manager at Prospera (British Columbia)
🏢 Prospera Credit Union
📍 British Columbia