Job Description
Join Prospera's team as a Relationship Manager in Surrey, BC. Leverage your financial expertise to manage member relationships and provide personalized advice.
As a full-time Relationship Manager, you will oversee a portfolio of members, delivering tailored financial advice across investments, lending, and banking. Collaborate with specialists, manage your pipeline, and contribute to a supportive team environment. Your role is essential in helping members achieve their financial aspirations while ensuring compliance standards are met.
Key Responsibilities:
• Manage and grow a member relationship portfolio
• Offer holistic financial advice across various sectors
• Identify opportunities and manage an active pipeline
• Collaborate with internal specialists for complex needs
• Ensure compliance and maintain accurate documentation
Requirements:
• 3+ years in financial services, with advisory experience
• Experience in mortgage lending and mutual funds
• Req...
As a full-time Relationship Manager, you will oversee a portfolio of members, delivering tailored financial advice across investments, lending, and banking. Collaborate with specialists, manage your pipeline, and contribute to a supportive team environment. Your role is essential in helping members achieve their financial aspirations while ensuring compliance standards are met.
Key Responsibilities:
• Manage and grow a member relationship portfolio
• Offer holistic financial advice across various sectors
• Identify opportunities and manage an active pipeline
• Collaborate with internal specialists for complex needs
• Ensure compliance and maintain accurate documentation
Requirements:
• 3+ years in financial services, with advisory experience
• Experience in mortgage lending and mutual funds
• Req...
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