Relationship Manager (On Site)

Overview

Prospera, part of the Coast Capital Savings Federal Credit Union family of brands, offers a full range of financial products and services across British Columbia.

We are committed to creating meaningful local impact while providing members personalized support to achieve their financial goals.

Responsibilities

• Manage and grow a portfolio of member relationships through personalized, holistic advice.
• Deliver holistic financial advice across investments, lending, protection, and everyday banking.
• Proactively identify opportunities and manage your pipeline through ongoing outreach.
• Collaborate with internal specialists to support complex financial needs.
• Maintain accurate documentation while meeting compliance and regulatory standards.
• Contribute to a positive and collaborative Advice Centre environment.

Qualifications ...