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Relationship manager banque F/H

$53.6k - $67k per year

Prospera

Are you a driven financial expert with a heart for helping others succeed? At Prospera Credit Union, we’re more than a workplace—we’re a community. We're actively seeking passionate, growth-oriented Relationship Managers who can make meaningful change while advancing their careers.

Work for a values-based organization built on trust, connection, and local impact

Grow your career with personalized development plans, mentorship, and leadership opportunities

Thrive in a supportive culture that celebrates innovation and collaboration

Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

As a Relationship Manager, you will be responsible for maintaining and growing advisory relationships with our highest value members. You will be a leader in holistic relationship management practices and bring your highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet our member financial needs.

Proficiently assess members’ financial objectives, risk tolerance, and unique needs to provide tailored advice. Effectively create holistic financial strategies that encompass investment, lending, protection, and omni-channel day to day banking.

Promptly action product maturity, handling each lead with a holistic advice-based approach to grow relationship and help members to achieve their goals.

Executes on holistic advice based financial strategies by fulfilling members complex lending, investment, protection, and day to day banking needs.

Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.

Has a solid understanding of registered products including tax implications and is comfortable developing strategies for term deposits to balance members needs for liquidity and desired returns.

Supporting a positive member experience provides back-up support to all other AC roles when needed.

Proven previous experience with mortgage lending and selling mutual funds.

Mutual funds licensed.

Superior understanding of retail lending, including complex mortgages such as construction and non-traditional mortgages.

Our expected starting salary for this role is $53,600 to $67,000 based on the successful candidate’s knowledge, experience and internal equity.

Flexible Work Program for some of our roles – ask us!

Flexible Benefits Program – pick and choose what works best for you.

Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.

Vacation, Wellness and “Prosperian” Days – paid time off to support your overall well-being.

Diversity, Equity & Inclusive Hiring Process

At Prospera, together, 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 to ensure every employee feels valued and empowered. If you need accommodations at any stage, contact View email address on canada.jobradars.com.

Vacancy posted 1 day ago
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