Relationship Manager

2 months ago

Langley, British Columbia, Canada Prospera Full time
Job Summary

We are seeking a highly skilled Relationship Manager to join our team at Prospera. As a key member of our operations team, you will be responsible for maintaining and growing advisory relationships with our highest value members.

Key Responsibilities
  • Assess and Meet Member Needs: Proficiently assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice and create holistic financial strategies.
  • Facilitate Referrals and Retention: Facilitate referrals to trusted partners and ensure a smooth transition of the member while maintaining trust. Responsible for retention and growth of our segment of highest value members across all lines of business.
  • Action Product Maturity and Growth: Promptly action product maturity, handling each lead with a holistic advice-based approach to grow relationships and help members achieve their goals.
  • Execute Financial Strategies: Execute holistic advice-based financial strategies by fulfilling members' complex lending, investment, protection, and day-to-day banking needs.
  • Maintain Accurate Records: Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
Requirements
  • Financial Services Experience: At least 3 years or more working in financial services with at least 1 year in an advisory capacity.
  • Proven Experience: Proven previous experience with mortgage lending and selling mutual funds.
  • Licenses and Certifications: Mutual funds licensed.
  • Financial Acumen: Demonstrated financial acumen and knowledge of financial products and services.
  • Professional Environment: Previous experience in a professional financial advisory sales environment.
  • Investment Knowledge: Superior understanding of retail lending, including complex mortgages such as construction and non-traditional mortgages.
  • Relationship Building: Proven understanding of investments including experience selling mutual funds and developing holistic financial plans.
  • Communication Skills: Able to develop and build relationships with members and provide advice in a variety of member situations.
  • Technology Proficiency: Excellent listening and verbal and written communication skills. Proficient with using a variety of technology.
What We Offer
  • Inclusive Workplace: Inclusive, equitable and accessible workplace: All team members are valued, respected and heard.
  • Training and Support: Training and support: We set our employees up for success with training and continued support and access to resources throughout employment.
  • Career Advancement: Career advancement: We're committed to our employees' growth and development and we want to see you soar.
  • Fun and Camaraderie: 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.
  • Competitive Compensation: Show me the money: We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
  • Community Focus: 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.

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