Become a Holistic Financial Advisor at Prospera and drive personalized member financial success. This Relationship Manager role allows you to provide comprehensive advice tailored to individual needs across British Columbia.
In this position, you'll leverage your advisory experience to manage member portfolios while addressing key financial areas, including investments and loans. Proactively outreach to identify needs and collaborate with experts to fulfill complex requests. Your dedication to excellent service will enhance the Advice Centre experience.
Key Responsibilities:
• Manage member portfolios with personalized financial strategies
• Provide advice across investments, lending, and banking
• Identify new opportunities through proactive outreach
• Work alongside specialists to solve complex financial needs
• Keep accurate records ensuring compliance
Requirements:
• 3+ years in financial services, including advisory experience
• Must have a Mutual Fun...