Postuler

Publié il y a 2 mois

Relationship Manager (On Site) 12 Month term

@ Prospera Credit Union

Chilliwack, Colombie-Britannique

Temps plein3+ ans d’expérience
Postuler
SIGNAUX

En bref

Prospera Credit Union is hiring a full-time Relationship Manager on site for a 12-month term in its Advice Centre. The role manages a portfolio of member relationships and delivers holistic financial advice across investments, lending, protection and everyday banking. The posting states a salary of $54,000 to $67,500, plus incentives, and requires a Mutual Funds licence.

Responsabilités :

  • Gérer et développer un portefeuille de relations avec les membres
  • Offrir des conseils financiers holistiques
  • Identifier des occasions et gérer un pipeline
  • Collaborer avec des spécialistes internes
  • Maintenir une documentation exacte et conforme

Résumé des exigences :

  • 3+ years in financial services, 1+ in advisory role
  • Mortgage lending and mutual funds experience
  • Mutual Funds licence (required)
  • Strong communication and relationship-building skills

Outils et compétences

Avantages mentionnés

Régime de retraiteCongés payés
Source et dates

Site carrière / système de candidatures · ultipro

Date publiée par l’employeur
2026-09-22
Première détection par notre source
2026-10-08
Mise à jour du dossier source
2026-10-16

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience3 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsMutual Funds licence
Vérificationscasier judiciaire, crédit, références
Avantages mentionnésCongés 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

ChampValeur
Offres sur Jobsy8
Description

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.

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.

Emplois semblables

  • Radiological technologist - chilliwack general hospital

    Chilliwack, BC
    40,19–50,20 $/h

    Fraser Health Authority

    Candidates need CAMRT certification and demonstrated knowledge of safe radiographic practice and PACS/Radiology Information Systems. Strong communication skills, computer skills, CPR ability and the physical capacity to do the work are also required.

    PACS, Radiology Information System (RIS), radiographic equipment, computerized imaging equipment

    Housekeeping Aide

    Chilliwack, BC
    25,82 $/h

    Fraser Health Authority

    Candidates need Grade 10 or an equivalent mix of education, training and experience. They must communicate well verbally and in writing, work well with others, organize their work, operate related equipment and be physically able to do the job.

    Domestic washers and dryers, Vacuum, Mop, Floor cleaning equipment

    Radiological Technologist

    Chilliwack, BC
    40,19–50,20 $/h

    Fraser Health Authority

    Candidates need CAMRT certification, knowledge of safe radiographic practice and PACS/Radiology Information Systems, and strong communication and computer skills. CPR ability and the physical ability to do the duties are also required.

    PACS, Radiology Information System, Computerized imaging equipment

  • Residence Worker

    Chilliwack, BC
    À la journée

    Chilliwack Community Services

    1+ ansCandidates need a high school diploma, one year of recent related experience, and Standard First Aid with CPR-C. They also need crisis intervention and conflict resolution skills, professional communication, the ability to work alone, basic computer skills, and a successful criminal record check.

    Spreadsheets

  • Reception / Sales Support Coordinator

    Chilliwack, BC
    42k–58k $/anTemps plein

    All Weather At Home: All Weather at Home is Canada's largest privately owned window and door manufacturer.

    2+ ansWesteck needs a candidate with a high school diploma and at least 2 years in reception, customer service, sales support or office administration. Candidates need strong attention to detail, good written and verbal communication, and Microsoft Office skills, especially Outlook, Word and Excel.

    Microsoft Outlook, Microsoft Word, Microsoft Excel

  • Navigator - Full-Time/Term Contract

    Chilliwack, BC
    28,50 $/hSur placeContrat

    Ruth & Naomi's Mission

    Candidates need experience with people facing homelessness, poverty, substance use or mental health challenges, plus de-escalation training and strong communication and documentation skills. A Class 5 driver's licence is required, and experience with government or social assistance systems is an asset.

    Mentor individuals, Documentation, Reporting, Mental health, Communication skills, Class 5 licence

  • Senior Manager, Technology Operations & Strategy

    Toronto, ON +24
    Temps plein

    KPMG

    Candidates need a bachelor's degree or equivalent practical experience, significant experience in technology environments, and strong strategy and operations skills. KPMG also wants experience coordinating complex multi-team initiatives and written and oral fluency in English.

  • Aquatics Manager

    Chilliwack, BC
    69k–72k $/an

    YBC

    3+ ans3+ gestionCandidates need a university or college degree and 3 to 5 years of management experience, including supervising aquatics staff and planning programs. They also need aquatics instructor credentials, sound knowledge of BC pool guidelines and Lifesaving Society standards, and a current Standard First Aid and CPR-C and AED certificate.

    Certification tracking software, ADP Workforce Now

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.