Coquitlam Relationship Manager Lead Position

Become a Leader at Prospera as a Relationship Manager Lead in Coquitlam, BC, focused on impactful financial advice and member engagement. Your skills in finance will help guide our community.

As the Relationship Manager Lead, you are pivotal in assessing and addressing the unique financial needs of our members. Your responsibilities encompass creating diverse financial strategies, facilitating member onboarding, and ensuring compliance with regulatory standards while nurturing trust and satisfaction.

Key Responsibilities:

• Assess and create tailored financial plans for members

• Facilitate trusted referrals to enhance member experience

• Monitor and manage new member onboarding processes

• Execute day-to-day banking needs and operational tasks

• Maintain accurate interaction records and compliance adherence

Requirements:

• Minimum Grade 12 and relevant diploma or degree

• 3+ years in financial services, with advisory experience

• Expertise in mortgage lending and mutual funds required

• Licensed to sell mutual funds and complete CUIC 210

• Strong analytical skills and detail-oriented approach

Lead and innovate at Prospera, steering financial well-being for members in Coquitlam.
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