Financial Solutions Manager

6 months ago

New Westminster, Canada Prospera Credit Union Full time

**TEAM LOCAL is hiring**

Built on more than 75 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 $6.7 billion in assets and 120,000 members. With 26 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. Learn more about us at prospera.ca.

Come develop your career in Financial Services and be our new **Financial Solutions Manager**. Join the **New **Westminster** Branch.

As a Financial Solutions Manager, you will support and work with our members to recommend banking, lending and investment solutions that meet the unique needs of our members. You will also manage a portfolio of Prospera members and grow and develop those member relationships. In addition, you will support the branch team on a daily basis.

Want to learn more about this role? Find out more here.

**What you’ll do**:

- Provide lending, investments, and cash-related expertise support and advise.
- Maintain high service quality standards and incorporate the strategic selling process in member interactions, build rapport with our members and look for opportunities to develop member relationships.
- Develop maintain, and grow the branch wealth management portfolio, including both mutual funds and term deposits.
- Meet with our members to identify their needs and ensure products meet their needs and demonstrate opportunities to generate sales leads. Refer members to other business experts and collaborate to promote a seamless and rewarding customer experience.
- Analyze current wealth management products and prepare required documentation for the purchase of recommended mutual funds.
- Prepare documentation and approve loans within current limits; refer loans above limits or exceptions to branch management or corporate with rationale as to why the loan should be approved.

**What you bring**:

- 2 years’ experience working in a front-line and/or sale roles proven experience in a financial services environment and have knowledge of retail lending or deposits.
- Knowledge of deposit-related products, personal lending, mortgages, registered and non-registered investments and mutual funds.
- Mutual fund licensed.
- Completion of Prospera’s Investment Funds and Strategies course within 12 months of hire date
- Excellent product selling, cross-selling, and referral skills
- Demonstrated ability to build and develop member relationships.
- Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people.
- Self-motivated and a sales-oriented approach.
- Technology savvy and skilled in banking and/or CRM systems.
- Other organizations may call this role: Financial Advisor, Senior Financial Advisor, Client Advisor, or Account Manage_

**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, and a generous defined contribution pension plan.

**Community Focused. **We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

INDFSM

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