Member Experience Specialist (On Site) (Surrey)

What you’ll do

• Acquire and onboard new retail and business members through proactive conversations.
• Uncover members' needs and identify sales opportunities through Financial Health Checks.
• Recommend and deliver everyday banking, lending, and investment solutions.
• Manage small accounts and build a strong sales pipeline through referrals and follow‑up.
• Support frontline and omnichannel interactions while contributing to a collaborative Advice Centre.

What you bring

• 13 years of experience in financial services or a sales setting.
• Exposure to lending and investment products and needs‑based selling.
• Mutual Funds licensed, or willingness to obtain within six months.
• Robust communication skills, financial curiosity, and comfort with technology.
• Grade 12 (or equivalent); postsecondary education in Business or Marketing is an asset.

Compensation

Prospera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually. The salary for this role is $46,000 to $57,500. The final offer will be based on the successful candidate’s knowledge, experience, and internal equity.

Benefits & Wellbeing

• Flexible Benefits Program—pick and choose what works best for you.
• Defined Contribution Retirement Plan—to help you start saving and keep your future in mind.
• Vacation, personal and wellness time, and two vacation bonus days.
• Professional development opportunities to grow your career and develop your skills.
• A supportive, collaborative work environment that is proud to be a Great Place to Work certified organization.

Our Commitment – Diversity, Equity & Inclusion

At Prospera, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive.

Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey that ensures every employee feels valued and empowered.

We follow a fair and equitable hiring process, considering candidates based on their skills, experience, and potential.

When you join Prospera, you’re not just taking a job—you’re becoming part of a team that celebrates individuality and works collectively to make a positive impact.

Accommodations Disclaimer: Employment is subject to background checks, including enhanced criminal, credit, and reference checks.