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 workplace.Key Responsibilities:Manage and grow member relationships through personalized adviceDeliver comprehensive financial solutions in investments and lendingProactively identify opportunities through ongoing outreachCollaborate with specialists to address complex needsSupport operational tasks to maintain complianceRequirements:3+ years in financial services with 1+ year in advisory roleExperience in mortgage lending and mutual fundsRequired Mutual Funds licenseStrong relationship-building skillsExcellent communication and tech proficiencyMake a meaningful impact by guiding members through their financial journeys at Prospera.

📌 Lead Relationship Manager At Prospera (Vancouver)
🏢 Prospera Credit Union
📍 Vancouver