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Wealth Planning Assistant

7 months ago

Coquitlam, 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 $7.5 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.

We are currently seeking a **Wealth Planning Assistant** for our **Burquitlam and New Westminster** Branches. 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.

**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’re committed to our employees’ growth and development and we want to see you soar.

**Fun and 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.

**Our commitment to Diversity, Equity and Inclusion**

Diversity, equity and inclusion is part of everything we do, and we’re on a continuous journey to ensure every employee and members feels like they #BelongA