Surrey Relationship Manager

Position: Surrey Relationship Manager at Prospera
Become a Relationship Manager at Prospera in Surrey, BC. This on-site role focuses on developing member relationships through personalized financial guidance.

As a key member of the financial services team, you will provide comprehensive advice in lending, investments, and banking services. Your expertise will enable you to grow a portfolio of member relationships while collaborating with specialists to address complex financial needs. Your contributions will help create a supportive work environment while adhering to compliance standards.

Key Responsibilities:

• Develop and nurture member relationships for growth

• Provide tailored financial advice in multiple areas

• Proactively identify and manage your relationship pipeline

• Collaborate with specialists for financial solutions

• Maintain compliance and documentation standards

Requirements:

• 3+ years in financial services with advisory experience

• Knowledge of mortgage lending and mutual funds

• Mandatory mutual funds license

• Strong acumen for finance and relationships

• Commitment to member success and collaborative work

Shape financial futures at Prospera and impact life in Surrey.
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