Join Prospera as a Relationship Manager Lead, focusing on holistic financial solutions. Engage with members to support their financial journeys while managing client relationships effectively.
In this pivotal role at Prospera, you will create tailored financial strategies that meet the complex needs of members across British Columbia. Drawing on your three years of financial services experience, you’ll help clients navigate their lending, investment, and day-to-day banking requirements while ensuring a high level of trust and satisfaction.
Key Responsibilities:
• Tailor financial strategies based on member assessments
• Develop relationships using Financial Health Checks
• Provide referrals to trusted financial partners
• Ensure proper onboarding for new retail and business members
• Maintain accurate records and ensure compliance
Requirements:
• Grade 12 or equivalent; Business/Marketing diploma preferred
• Minimum 3 years in financial services, 1+ year i...