Financial Advisor Relationship Manager Position
P
Prospera
📍 surrey, metro vancouver regional district, Canada
Job Description
Prospera is hiring a Relationship Manager in Surrey, BC. Use your financial services expertise to provide holistic advice to our members.
In this full-time position, you will manage a portfolio that requires you to deliver personal banking solutions and holistic financial advice across various products. You will also identify opportunities within your pipeline while ensuring compliance with regulatory standards. Join a company committed to member success and community impact.
Key Responsibilities:
• Oversee a growing portfolio of member relationships
• Deliver personalized financial advice in diverse areas
• Manage opportunities through proactive outreach
• Work alongside specialists to address member needs
• Ensure accurate documentation and compliance adherence
Requirements:
• 3+ years' experience in financial services
• At least 1 year in an advisory role
• Required mutual funds license
• Excellent communication and tech skills
• Passion for he...
In this full-time position, you will manage a portfolio that requires you to deliver personal banking solutions and holistic financial advice across various products. You will also identify opportunities within your pipeline while ensuring compliance with regulatory standards. Join a company committed to member success and community impact.
Key Responsibilities:
• Oversee a growing portfolio of member relationships
• Deliver personalized financial advice in diverse areas
• Manage opportunities through proactive outreach
• Work alongside specialists to address member needs
• Ensure accurate documentation and compliance adherence
Requirements:
• 3+ years' experience in financial services
• At least 1 year in an advisory role
• Required mutual funds license
• Excellent communication and tech skills
• Passion for he...