Financial Advisor

Position: Financial Advisor at Prospera
Prospera is seeking a Financial Advisor in Coquitlam, BC, to enhance member experiences through tailored financial management. Cultivate relationships and guide members in achieving their financial goals.

As a Financial Advisor, you'll provide holistic financial advice, drawing on your experience to manage diverse member portfolios effectively.

Your role encompasses mortgage lending and mutual funds, allowing you to address various financial needs. Collaboration with internal specialists will enhance your support for members' complex financial situations. Attention to compliance and documentation will be key in delivering exceptional service.

Key Responsibilities:

• Grow member portfolios with personalized solutions

• Deliver comprehensive financial advice

• Identify opportunities through proactive outreach

• Collaborate with internal experts for financial needs

• Maintain compliance and accurate documentation

Requirements:

• 3+ years in financial services

• 1+ year in advisory role

• Experience with mortgage lending and mutual funds

• Required Mutual Funds licence

• Strong communication and technical skills

Apply your expertise in a supportive environment at Prospera, where your contribution can make a meaningful difference.
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