Financial Solutions Manager

5 months ago

Vancouver, Canada Prospera Credit Union Full time

**TEAM LOCAL is hiring**

Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities from Vancouver, through the Fraser Valley, and to the Okanagan. It’s our vision to help build vibrant healthy communities, thriving local enterprises, and financially empowered people.

This is an outstanding opportunity to further develop your career in Financial Services by joining Prospera as we are looking for a **Financial Solutions Manager** (FSM) at our** South Granville **Branch. This is an all-encompassing, customer-facing role that includes lending, investment and cash-related functions, as well as offers tremendous service delivery flexibility to the Branch. It's also a fantastic opportunity to utilize your customer service acumen, passion for team and commitment to delivering results
- Other organizations may call this role: Financial Advisor, Senior Financial Advisor, Client Advisor, or Account Manager._
- Discover a day in the life of a Financial Solutions Manager and learn more about Prospera Credit Union's culture and what it means to be part of #TeamLocal. Click for _Video_._

**What you’ll do**:

- Maintain high service quality standards, incorporate the strategic selling process in customer interactions, build rapport with customers, and seek opportunities to deepen customer relationships.
- Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions.
- Provide lending, investments, and cash-related expertise support.
- Develop maintain, and grow the branch wealth management portfolio, including both mutual funds and term deposits.
- Interview clients to identify needs and ensure products meet identified needs, demonstrate opportunities to generate sales leads. Refer customers to other line of business experts as needed, collaborating to ensure a seamless and rewarding customer experience.
- Interview clients, 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 loan should be approved.
- Ensure consistent follow-up on existing clients and provide ongoing advice and solutions.

**What you bring**:

- 2 years’ front-line, proven sales experience within an operations or financial services environment; must have exposure to retail lending or deposits.
- Mutual fund license or ability to become licensed within 6 months of hire date.
- Completion of Prospera’s Investment Funds and Strategies course within 12 months of hire date.
- Proven ability to uncover customer needs through establishing rapport and listening to the customer.
- Effective selling, cross-selling and referral skills.
- Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people.
- Self-motivated, outgoing, confident, and sales-oriented.
- Detailed knowledge of deposit-related products, personal lending, mortgages, registered and non-registered investments and mutual funds.
- Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs.

**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 ba

  • Manager, Financial Services

    6 months ago

    Vancouver, Canada BlueShore Financial Full time

    **Manager, Financial Services (MFS)** If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager/Assistant General Manager, the MFS will oversee branch operations to ensure growth,...

  • Senior Financial Manager

    3 weeks ago

    Vancouver, British Columbia, Canada LGM Financial Services Full time

    About the RoleLGM Financial Services is seeking a highly skilled and experienced Senior Financial Manager to join our team. As a key member of our finance department, you will play a critical role in driving the financial success of our organization.Key ResponsibilitiesLead and manage the Corporate Accounting Team, providing guidance and support to ensure...

  • Financial Business Solutions Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada CB Canada Full time

    Financial Business Solutions SpecialistWe are seeking a skilled Financial Business Solutions Specialist to join our team in Vancouver, British Columbia.About the RoleThis is a long-term contract opportunity that will involve working closely with senior executives to develop financial models and insights. You will be responsible for conducting financial...

  • Manager, Financial Services

    5 months ago

    North Vancouver, Canada BlueShore Financial Full time

    **Manager, Financial Services (MFS)** If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the the Assistant General Manager, the MFS will oversee branch operations to ensure growth, profitability,...

  • Financial Solutions Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada Ebury Full time

    Ebury, a leading FinTech firm, seeks an ambitious Financial Solutions Specialist to support our growth and drive revenue expansion.The ideal candidate will be responsible for identifying sales prospects, building relationships, and presenting tailored solutions to customers. This role offers a chance to develop a successful sales career within a global...

  • Financial Portfolio Manager

    2 days ago

    Vancouver, British Columbia, Canada Spring Financial Inc. Full time

    Spring Financial Inc. - Finance Leadership OpportunityIn our pursuit of excellence, we are seeking an experienced Financial Portfolio Manager to join our team at Spring Financial Inc.As a key member of our leadership team, you will be responsible for overseeing the entire loan application process, ensuring accuracy and compliance with regulatory...

  • Solution Centre Associate

    6 months ago

    North Vancouver, Canada BlueShore Financial Full time

    **Solution Centre Associate** The Solution Centre at BlueShore Financial is an extension of our Financial Spa in-branch experience. Our Solution Centre Associates are relied upon to engage and promote a full range of borrowing and investment options while maintaining our award winning service levels. If you're interested in a fast paced environment and...

  • Commercial Insurance Solutions Specialist

    1 week ago

    Vancouver, British Columbia, Canada Northbridge Financial Corporation Full time

    About the Role:">We are seeking a talented Commercial Insurance Solutions Specialist to join our team at Northbridge Financial Corporation. This is an exciting opportunity to work with a leading commercial insurance provider, helping Canadian businesses navigate complex risks and achieve their goals.Key Responsibilities:">">Customize insurance solutions for...

  • Senior Finance Manager, Commercial Lending Solutions

    1 week ago

    Vancouver, British Columbia, Canada First National Financial LP Full time

    Job SummaryWe are seeking a highly experienced and skilled Senior Finance Manager to join our Commercial Lending Solutions team at First National Financial LP.Key ResponsibilitiesAnalyze financial information on commercial properties, including rent rolls, operating statements, and financial/net worth statements, to determine loan size, terms, conditions,...

  • Avp, Financial Planning Specialist

    2 weeks ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

  • Financial Services Representative

    4 weeks ago

    Vancouver, British Columbia, Canada Envision Financial Full time

    Job DescriptionAt Envision Financial, we are seeking a highly skilled Member Advisor to provide exceptional service to our members. The successful candidate will be responsible for delivering personalized financial solutions and building strong relationships with our customers.Key Responsibilities:Provide front-line member service to triage and manage member...

  • Associate, Client Solutions

    6 months ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate, Client Solutions** **Connor, Clark & Lunn Investment Management Ltd.** **Vancouver, BC** We are an award-winning client service team, responsible for managing all aspects of CC&L’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where the creation of...

  • Financial Controller

    6 months ago

    Vancouver, Canada Pacific Solutions Contracting Full time

    The Made By Pacific group is redefining the construction experience for our clients, our communities, and our team. With three specialized teams in our family of brands, we offer tailored services for commercial, residential, and millwork construction in and around Vancouver. We are searching for an experienced, passionate Financial Controller, to report...

  • Manager, Financial Planning

    4 weeks ago

    Vancouver, Canada LGM Financial Services Inc. Full time

      LGM is a national leader in providing warranty, finance, and insurance services to the Canadian automotive industry. Since 1998, LGM has been successfully supplying quality products and leading training solutions to Canadian car dealerships.  Dealer partnerships are complemented with the strong backing and support of their automotive manufacturing...

  • Financial Manager

    6 months ago

    Vancouver, Canada Billion Financial Company Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 years **Work setting**: - Investment company **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Train, direct and motivate staff - Monitor financial control systems - Oversee the collection and analysis of financial data - Oversee the...

  • AVP, Financial Planning Specialist

    17 hours ago

    Vancouver, Canada Disability Solutions Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. (RJL) is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.AVP, Financial Planning SpecialistHow does the role impact...

  • Manager, Financial Planning

    4 weeks ago

    North Vancouver, Canada BlueShore Financial Full time

    **Manager, Financial Planning & Analysis (FP&A)** The Manager, Financial Planning & Analysis (FP&A), is a key member of our finance team, playing a pivotal role in shaping BlueShore Financial’s financial strategy. This position oversees budgeting, forecasting, financial analysis, and management reporting for BlueShore Financial and its subsidiaries. It...

  • Portfolio Manager, Client Solutions Team

    1 week ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Portfolio Manager, Client Solutions Team** **Connor, Clark & Lunn Investment Management Ltd.** **Toronto, ON or Vancouver, BC** We are a global institutional money manager based in Vancouver, BC and are the largest asset manager within the Connor, Clark & Lunn Financial Group. Having provided investment management services to institutional clients for...

  • Portfolio Manager

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales...

  • Analytical Solutions Developer

    1 week ago

    Vancouver, British Columbia, Canada Definity Financial Full time

    Job OverviewWe are seeking a highly skilled Data Scientist to join our Enterprise Fraud team at Definity Financial.About the RoleThe successful candidate will lead and support the development and delivery of high-quality analytical solutions to prevent fraudulent activities. They will report to the Director of Enterprise Fraud and work closely with a...