Job Description
Overview
Prospera, part of the Coast Capital Savings Federal Credit Union family of brands, offers a full range of financial products and services across British Columbia.
We are committed to creating meaningful local impact while providing members personalized support to achieve their financial goals.
Responsibilities
- 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 Centre environment.
Qualifications
- 3+ years of experience in financi...