Support wealth customers and Investment Advisors at ProsperaCredit Union’s Current Westminster Advice Centre through detailed administration and service. Full-time work focuses on financial products, customer requests, and sales support.
As a Wealth Planning Assistant, you will manage daily administrative activities for Investment Advisors and wealth customers. The position includes meeting preparation, account reviews, transaction processing, and referral support. You will also use Client Relationship Management tools while following CSI procedures, corporate policies, and regulatory requirements.
Key Responsibilities: Respond to administrative customer requests and account inquiries
Prepare statements, paperwork, onboarding documents, and meeting reminders
Review accounts, transactions, debits, cash balances, and trades




Process trades using written Investment Advisor instructions
Support referrals, customer segmentation, and service matrix activities
Requirements: Two years’ financial services experience, preferably in wealth
Thorough understanding of financial products and services
Effective verbal and written communication skills
Exceptional attention to detail and task prioritization
Knowledge of industry products and services
Bring financial services knowledge, administrative precision, and customer support skills to ProsperaCredit Union’s wealth team in New Westminster.

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📌 Wealth Planning Assistant New Westminster (British Columbia)
🏢 Prospera
📍 British Columbia