Financial Advisor

6 days ago


Maple Ridge, British Columbia, Canada Prospera Credit Union Full time
Company Overview

Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we're one of the largest credit unions in British Columbia, serving over 120,000 members across the Lower Mainland, Fraser Valley, and Okanagan.

Salary

We offer a competitive annual salary of $85,000, plus benefits, bonuses, and opportunities for career advancement.

Job Description

As our ideal candidate, you'll be responsible for maintaining and growing advisory relationships with our highest value members. You'll leverage your expertise to provide tailored advice, facilitate referrals, and execute holistic financial strategies that encompass investment, lending, protection, and omni-channel day-to-day banking.

You'll work closely with our line of business specialists to meet our member's financial needs, ensuring seamless transitions and maintaining trust. Your exceptional communication skills, combined with your ability to build strong relationships, will make you an invaluable asset to our team.

Required Skills and Qualifications
  • A minimum of 3 years of experience in financial services, with at least 1 year in an advisory capacity.
  • Proven experience with mortgage lending and selling mutual funds.
  • Mutual funds licensed.
  • Demonstrated financial acumen and knowledge of financial products and services.
  • Excellent listening and verbal and written communication skills.
Benefits

At Prospera Credit Union, we prioritize our employees' growth and well-being. Our comprehensive benefits package includes:

  • Competitive pay and bonuses.
  • A generous defined contribution pension plan.
  • A personalized benefits program.
  • Ongoing training and support to enhance your skills and career prospects.
  • A commitment to diversity, equity, and inclusion.


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