Relationship Manager Career Opportunities

Relationship Manager Career OpportunitiesJoin to apply for the Relationship Manager Career Opportunities role at Prospera Credit UnionRelationship Manager Career Opportunities2 days ago Be among the first 25 applicantsJoin to apply for the Relationship Manager Career Opportunities role at Prospera Credit UnionJoin a Team That Invests in You—Professionally & PersonallyAre 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.Why Prospera?Work for a values-based organization built on trust, connection, and local impactEmpower individuals and businesses to reach their financial goalsGrow your career with personalized development plans, mentorship, and leadership opportunitiesThrive in a supportive culture that celebrates innovation and collaborationThis is your chance to be part of something purpose-driven, people-powered, and full of possibility.We are hiring across all our Advice CentersProspera 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.What You’ll DoProficiently 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.Facilitate referrals to trusted partners and ensuring a smooth transition of the member while maintaining trust. Responsible for retention and growth of our segment of highest value members across all lines of business.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.What You BringAt least 3 years or more working in financial services with at least 1 year in an advisory capacity.A strong background in lending, Investments and a valid IFIC license are mandatory for this role.Proven previous experience with mortgage lending and selling mutual funds.Mutual funds licensed.Demonstrated financial acumen and knowledge of financial products and services.Previous experience in a professional financial advisory sales environment.Financial acumen skills and knowledge of financial products and services.Superior understanding of retail lending, including complex mortgages such as construction and non-traditional mortgages.Proven understanding of investments including experience selling mutual funds and developing holistic financial plans.Able to develop and build relationships with members and provide advice in a variety of member situations.Excellent listening and verbal and written communication skills.Proficient with using a variety of technology.What We OfferProspera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our expected starting salary for this role is $60,300 to $67,000 based on the successful candidate’s knowledge, experience and internal equity.Flexible Work Program for some of our roles – ask usFlexible 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.Professional development – come grow your career and develop your skills.A supportive, collaborative work environment- we’re proud to be a Great Place to Work certified organization.Please Note: The successful candidate will be required to complete a background check which include criminal, credit, and reference checks. If you require accommodation during any part of the recruitment process, please let us know.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionSales and Business DevelopmentReferrals increase your chances of interviewing at Prospera Credit Union by 2xGet notified about new Relationship Manager jobs in Surrey, British Columbia, Canada.Surrey, British Columbia, Canada 3 weeks agoSenior Client Relationship Manager, Commercial Banking - Burnaby areaBurnaby, British Columbia, Canada 5 days agoSenior Client Relationship Manager, Commercial Banking - Langley and Fraser Valley areaCity of Langley, British Columbia, Canada 6 days agoBurnaby, British Columbia, Canada 3 weeks agoBurnaby, British Columbia, Canada 1 week agoRelationship Manager Intern, Business MarketsBurnaby, British Columbia, Canada 2 days agoSurrey, British Columbia, Canada 1 week agoSurrey, British Columbia, Canada 2 weeks agoSenior Relationship Manager, Technology Vendor ManagementSurrey, British Columbia, Canada 3 weeks agoSurrey, British Columbia, Canada 1 month agoCoquitlam, British Columbia, Canada 2 weeks agoNew Westminster, British Columbia, Canada 3 days agoWe’re unlocking community knowledge in a new way. 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