Financial Services Specialist

Position: Financial Services Specialist Prospera
Join Prospera’s team in White Rock as a Financial Services Specialist, focusing on member experience and financial health. Facilitate successful onboarding and tailored banking solutions.

In this role, you will proactively engage with new retail and business members, facilitating their onboarding process. Use your expertise to conduct Financial Health Checks and identify sales opportunities, recommending appropriate banking, lending, and investment solutions. You'll also manage account activities and support front-line interactions within a collaborative team environment.

Key Responsibilities:

• Onboard and engage new retail and business members

• Perform Financial Health Checks for needs analysis

• Recommend tailored banking and investment solutions

• Nurture a strong sales pipeline with follow-ups

• Collaborate with the Advice Centre team

Requirements:

• 1–3 years in financial services or sales

• Familiarity with lending and investment products

• Willingness to obtain Mutual Funds license

• Proficient in communication and technology

• Grade 12;
Business or Marketing education is beneficial

Contribute to Prospera's mission of meaningful community impact through personalized member service.
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