Publié il y a 1 heure
Relationship Manager (On Site)
@ Prospera Credit Union
Maple Ridge, Colombie-Britannique
En bref
Prospera Credit Union is hiring a full-time Relationship Manager on site to build and grow a portfolio of member relationships through holistic financial advice across investments, lending, protection and everyday banking. The role requires 3+ years in financial services, including 1+ year in an advisory role, and a Mutual Funds licence. Salary is $54,000 to $67,500 plus incentives, with a Monday to Friday schedule.
Responsabilités :
- Manage and grow a portfolio of member relationships
- Deliver holistic financial advice across products
- Proactively identify opportunities through outreach
- Collaborate with internal specialists
- Maintain accurate documentation and compliance
Résumé des exigences :
- 3+ years in financial services, 1+ year advisory
- Experience with mortgage lending and mutual funds
- Mutual Funds licence (required)
- Strong financial acumen and relationship-building
- Excellent communication and comfort with technology
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · ultipro
- Date publiée par l’employeur
- 2026-11-10
- Première détection par notre source
- 2026-11-10
- Mise à jour du dossier source
- 2026-11-10
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Développement des affaires |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Permis et certifications | Mutual Funds licence |
| Vérifications | casier judiciaire, crédit, références |
| Avantages mentionnés | Congés payés généreux, Horaire flexible, Régime de retraite, Prime de rendement, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Prospera Credit Union
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 8 |
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 the British Columbia.
The Relationship Manager (RM) uncovers member needs and supports advisory and sales results while delivering thoughtful, holistic financial advice. This role is responsible for proactively developing and maintaining long-term, trusted relationships and supporting members in achieving their financial goals through personalized solutions and ongoing engagement.
The shifts for this position are Monday- Friday
What you do
- 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
What you bring
- 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
Compensation
- Prospera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually.
- The salary for this role is $54,000 to $67,500.00. The final offer will be based on the successful candidate’s knowledge, experience, and internal equity.
Benefits & Wellbeing
- 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.
Our Commitment - Diversity, Equity & Inclusive
At Prospera, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey that ensures every employee feels valued and empowered.
We follow a fair and equitable hiring process, considering candidates based on their skills, experience, and potential. When you join Prospera, you’re not just taking a job you’re becoming part of a team that celebrates individuality and works collectively to make a positive impact.
Accommodations
We believe you belong here. If you require accommodation at any stage of the hiring process, please contact [email protected]. All requests are handled with respect and confidentiality.
Disclaimer: Employment is subject to background checks, including enhanced criminal, credit, and reference checks.
At Prospera, we’re more than a financial institution; we’re a community. Our people are empowered to bring their whole selves to work and make a meaningful difference every day.
Prospera, Coast Capital and Sunshine Coast Financial are part of the Coast Capital Savings Federal Credit Union family of brands.
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