Relationship Manager; On Site

Prospera Credit Union is a community-based, purpose‑driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

• Proficiently assess members’ financial objectives, risk tolerance, and unique needs to provide tailored advice and create holistic financial strategies that encompass investment, lending, protection, and omni‑channel day‑to‑day banking.
• Facilitate referrals to trusted partners and ensure a smooth transition of the member while maintaining trust. Retain and grow our segment of highest value members across all lines of business.
• Promptly action product maturity, handling each lead with a holistic advice‑based approach to grow relationships and help members to achieve their goals.
• Execute on holistic advice‑based financial strategies by fulfilling members’ complex lending, investment, protection, and day‑to‑day banking needs.
• Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
• Understand registered products, including tax implications, and develop strategies for term deposits to balance members’ needs for liquidity and desired returns.
• Provide positive member experience and back‑up support to all other AC roles when needed.

• At least 3 years of experience in financial services with at least 1 year in an advisory capacity.
• Proven experience with mortgage lending and selling mutual funds.
• Mutual funds licensed.
• Demonstrated financial acumen and knowledge of financial products and services.
• Previous experience in a professional financial advisory sales environment.
• Understanding of retail lending, including complex mortgages such as construction and non‑traditional mortgages.
• Proficiency in selling mutual funds and developing holistic financial plans.
• Ability to develop and build relationships with members and provide advice in a variety of member situations.
• Excellent listening, verbal and written communication skills.
• Proficient with a variety of technology.

• Competitive base salary of $53,600 to $67,000, reviewed annually.
• Flexible Work Program for some roles – ask us!
• Flexible Benefits Program – pick and choose what works best.
• Defined Contribution Retirement Plan.
• Vacation, Wellness and “Prosperian” Days – paid time off.
• Professional development opportunities.
• A supportive, collaborative work environment – Great Place to Work certified.

At Prospera, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. We are committed to continuous improvement of equal opportunities and ensuring all candidates are considered based on skills, experience, and potential. We follow a fair and equitable hiring process and ensure an accessible, obstacle‑free experience. If you need accommodations, contact .

All requests are handled with respect and confidentiality.

Please Note:

The successful candidate will be required to complete a background check including criminal, credit, and reference checks. If you require accommodation during any part of the recruitment process, please let us know.