Relationship Manager (On Site)

Sunwood Square Branch Coquitlam, BC V3B6S2, CAN

Description

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.

With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across British Columbia.

What you do

• 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 whi...