Prospera Credit Union
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 C...
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Relationship Manager (On Site)
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 the British Columbia.
What you do