Wealth Planning Assistant

4 weeks ago

Surrey Metro Vancouver Regional District, CA Prospera Credit Union Full time

TEAM LOCAL is hiring

Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people.

We are currently seeking a Wealth Planning Assistant for our Central City Advice Centre. You will be responsible for providing support to our Investment Advisors (IAs) and wealth customers, primarily assisting the IAs with their day-to-day administration and sales and service activities efficiently and effectively. The Wealth Planning Assistant assists with completing all sales and identifying additional opportunities to refer wealth customers to other lines of business at Prospera.


What you’ll do:

  • Respond to and carry out customer requests and inquiries, particularly those of an administrative nature (EFT requests, account inquiries, meeting requests etc.).
  • Client meeting preparation: preparing applicable statements/paperwork/onboarding documents, customer reminders (including materials to bring to meeting), post meeting duties, follow-up and procedures per referral/onboarding service matrix.
  • Comprehensive knowledge and execution of CSI policies and procedures: daily review of client accounts, transactions, debits/cash balances, trades, and process trades with written instructions from Investment Advisor.
  • Thorough knowledge of Client Relationship Management tools and reports.
  • Assist with customer segmentation and service matrix.
  • Knowledge of insurance products and service administration, segregated fund administration.
  • Ensure all corporate policies, procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and members (i.e. compliance, money laundering, privacy, etc.
  • Mitigate risk of loss by maintaining timely, effective controls and follow up.
  • Actively participate in Branch Sales and Service related meetings.
  • Provide support to team members, Manager, retail employees and partners.

What you bring:

  • 2 years’ experience in financial services, preferably with wealth experience, including a thorough understanding of financial products and services.
  • Nice to have: Completion of Canadian Securities Course (CSC), Completion of Conduct & Practices Handbook (CPH), IIROC registration.
  • Effective verbal and written communication skills.
  • Ability to anticipate needs of and provide superior service to customers and IAs.
  • Team-oriented with excellent relationship building and interpersonal skills.
  • Exceptional attention to detail and task prioritization.
  • Critical thinking, resourcefulness and problem-solving skills.
  • Willingness and ability to work independently.
  • Knowledge of industry, products and services.

Prospera offers a total compensation package of base pay plus incentives that is market competitive and reviewed against the market annually. Starting salary is normally targeted around the middle of the posted salary range, and is determined based on the successful candidate’s knowledge, experience and internal equity.


Our Values

  • Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
  • Empower and enable others: We give each other the space, trust, and tools to succeed.
  • Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
  • Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
  • Thrive as One Team: We collaborate because it strengthens us.

What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.

Career Advancement We are committed to our employee’s growth and development and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money We offer competitive pay, a personalized benefits program, a generous defined contribution pension plan, and an employee incentive program.

Community Focused. At Prospera, local banking means more, and that means giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.

Our commitment to Diversity, Equity, and Inclusion

Diversity, equity, and inclusion are part of everything we do, and we’re on a continuous journey to ensure every employee and member feels like they #BelongAtProspera.

Accommodations are available on request for candidates taking part in all aspects of the recruitment process.

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