Relationship Manager Position

Position: Prospera Relationship Manager Position
Elevate your career with Prospera as a Relationship Manager in Coquitlam, BC. Focus on delivering holistic financial advice while managing member relationships.

In this role, you will manage a portfolio of member relationships, providing advice that encompasses investments, lending, and banking needs. With over three years of experience, including advisory roles, you will proactively identify growth opportunities and collaborate with internal specialists to meet members’ complex financial requests. Accurate documentation and compliance are crucial in supporting your service delivery.

Key Responsibilities:

• Manage and expand member portfolios with advice

• Deliver holistic financial guidance across various services

• Proactively manage outreach and identify opportunities

• Collaborate with specialists on complex financial needs

• Ensure compliance with documentation standards

Requirements:

• 3+ years in financial services

• 1+ year in an advisory capacity

• Experience with mortgage lending and mutual funds

• Mutual Funds licence mandatory

• Strong financial acumen and communication skills

Bring your passion for helping members succeed to Prospera and impact communities meaningfully.
#J-18808-Ljbffr