Focused Relationship Manager

Position: Growth-Focused Relationship Manager at Prospera
Take your financial advisory career to the next level with Prospera as a Relationship Manager. Leverage your expertise in cultivating member relationships to deliver personalized financial solutions across British Columbia.

As a Relationship Manager at Prospera, you will manage and grow a diverse portfolio of member relationships through tailored holistic advice.

Your role requires strong financial acumen, including mortgage lending and mutual funds expertise, ensuring each member receives proactive, personalized support to achieve their financial goals.

Key Responsibilities:

• Manage and expand a portfolio of member relationships

• Deliver comprehensive advice on investments, lending, and banking

• Identify new opportunities through consistent outreach

• Collaborate with specialists for complex financial solutions

• Maintain compliance documentation with accuracy

Requirements:

• 3+ years in financial services, 1+ year in advisory

• Experience in mortgage lending and mutual funds

• Mutual Funds licence required

• Strong communication and relationship-building skills

• Passion for helping members succeed

Utilize your financial expertise and passion for member success to thrive in this fulfilling role with Prospera.
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