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Investment Planning Associate
3 months ago
Join the Prospera Credit Union Team
With a legacy of nearly 80 years dedicated to serving local communities, Prospera Credit Union stands as a community-oriented, purpose-driven institution offering a comprehensive suite of financial products and services. As one of the largest credit unions in British Columbia, we manage approximately $9.3 billion in assets and cater to around 120,000 members across 24 branches. Our mission is to foster vibrant, healthy communities, support thriving local businesses, and empower individuals financially.
We are currently in search of a Wealth Planning Assistant to join our Central City Advice Centre. In this role, you will provide essential support to our Investment Advisors (IAs) and wealth clients, primarily assisting with daily administrative tasks and enhancing sales and service activities in an efficient manner. The Wealth Planning Assistant plays a crucial role in executing sales and identifying opportunities to connect wealth clients with other service lines within Prospera.
Key Responsibilities:
- Address and fulfill customer requests and inquiries, especially those of an administrative nature (such as EFT requests, account inquiries, and meeting arrangements).
- Prepare for client meetings by organizing relevant statements, paperwork, onboarding documents, and reminders for customers.
- Maintain a comprehensive understanding of and adherence to CSI policies and procedures, including daily reviews of client accounts and processing trades as directed by the Investment Advisor.
- Utilize Client Relationship Management tools and reports effectively.
- Assist in customer segmentation and service matrix implementation.
- Possess knowledge of insurance products and service administration, including segregated fund management.
- Ensure compliance with corporate policies, procedures, and regulatory requirements to minimize risks to the Credit Union and its members.
- Actively participate in Branch Sales and Service meetings.
- Provide support to team members, management, retail staff, and partners.
Qualifications:
- A minimum of 2 years of experience in financial services, ideally with a focus on wealth management, demonstrating a solid understanding of financial products and services.
- Preferred: Completion of the Canadian Securities Course (CSC) and the Conduct & Practices Handbook (CPH), along with IIROC registration.
- Strong verbal and written communication skills.
- Ability to anticipate the needs of customers and Investment Advisors, providing exceptional service.
- Team-oriented mindset with excellent relationship-building and interpersonal skills.
- High attention to detail and ability to prioritize tasks effectively.
- Strong critical thinking, resourcefulness, and problem-solving abilities.
- Willingness and capability to work independently.
- Knowledge of industry products and services.
At Prospera, we offer a competitive compensation package that includes base pay and incentives, reviewed annually against market standards. The starting salary is typically positioned around the midpoint of the salary range, determined by the successful candidate's experience and knowledge.
Our Core Values:
- Build trusting relationships: We are local at heart, united in our mission to support our members, communities, and team.
- Empower and enable others: We provide the trust, space, and tools necessary for success.
- Lead with curiosity: We approach every situation with a desire for continuous learning and improvement.
- Embrace change and act with purpose: We plan with flexibility, take decisive action, and adapt to achieve results.
- Thrive as One Team: Collaboration strengthens us.
Benefits of Joining Us:
Inclusive Workplace: We value and respect all team members, ensuring everyone is heard and appreciated.
Training and Support: We equip our employees for success through ongoing training and access to resources throughout their careers.
Career Development: We are dedicated to the growth and advancement of our employees.
Enjoyable Work Environment: We prioritize a fun and rewarding workplace, where we work hard and support one another.
Competitive Compensation: We provide a personalized benefits program, a generous pension plan, and an employee incentive program.
Community Engagement: We actively participate in community initiatives, giving back to the areas where we live and work.
Great Place to Work: We are proud to have achieved Great Place to Work certification for three consecutive years.
Commitment to Diversity, Equity, and Inclusion: We are on a continuous journey to ensure every employee and member feels they #BelongAtProspera.
Accommodations are available upon request for candidates participating in the recruitment process.
