Relationship Manager (On Site)

Prospera Credit Union • Vancouver, BC

3d • Onsite

About The Position

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals. With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across British Columbia.

Requirements

• 3+ years of experience in financial services, including 1+ year in an advisory role
• Experience with mortgage lending and mutual funds
• Mutual Funds licence (required)
• Strong financial acumen and relationship‑building skills
• Excellent communication skills and comfort with technology
• A genuine passion for helping members succeed

Responsibilities

• Manage and grow a portfolio of member relationships through personalized, holistic advice
• Deliver holistic financial advice across investments, lending, protection, and everyday banking
• Proactively identify opportunities and manage your pipeline through ongoing outreach
• Collaborate with internal specialists to support complex financial needs
• Maintain accurate documentation while meeting compliance and regulatory standards
• Contribute to a positive and collaborative Advice Centre environment

Benefits

• Flexible Benefits Program pick and choose what works best for you.
• Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.
• Vacation, Personal and Wellness time and two Vacation Bonus Days
• Professional development – come to grow your career and develop your skills.
• A supportive, collaborative work environment we’re proud to be a Great Place to Work certified organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed