Financial Relationship Manager

Position: Prospera Financial Relationship Manager
Cultivate member connections with Prospera as a Relationship Manager in Surrey, BC. Deliver personalized financial advice across investments and lending while promoting collaborative banking solutions.

In this role, you will manage and expand a diverse portfolio of member relationships while providing comprehensive financial guidance. With over three years in financial services, including a year of advising experience, you will identify opportunities and collaborate with internal experts to address complex financial needs. Strong communication and relationship-building skills are essential for success in our supportive environment.

Key Responsibilities:

• Manage and grow member portfolios with holistic advice

• Provide comprehensive investment and lending guidance

• Identify opportunities through proactive outreach

• Collaborate with specialists for complex financial needs

• Maintain compliance with accurate documentation

Requirements:

• 3+ years in financial services, 1+ in an advisory role

• Experience with mortgage lending and mutual funds

• Mutual Funds license required

• Strong relationship-building skills

• Excellent communication and tech proficiency

Leverage your financial expertise to create lasting member impact at Prospera in Surrey.
#J-18808-Ljbffr