Financial Services Relationship Manager

2 weeks ago

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

Prospera Credit Union is seeking a skilled Financial Services Relationship Manager to join our team at our Maple Ridge Advice Centre.

This 12-month contract role will focus on maintaining and growing advisory relationships with our highest value members.

As a leader in holistic relationship management practices, you will bring your highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet our member financial needs.

Key Responsibilities:

  • Assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice.
  • Create holistic financial strategies that encompass investment, lending, protection, and omni-channel day-to-day banking.
  • 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, handling each lead with a holistic advice-based approach to grow relationship and help members achieve their goals.
  • Execute on holistic advice-based financial strategies by fulfilling members' complex lending, investment, protection, and day-to-day banking needs.
  • Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
  • Has a solid understanding of registered products, including tax implications, and is comfortable developing strategies for term deposits to balance members' needs for liquidity and desired returns.
  • Supporting a positive member experience provides back-up support to all other AC roles when needed.

Requirements:

  • At least 3 years or more working in financial services with at least 1 year in an advisory capacity.
  • Proven previous experience with mortgage lending and selling mutual funds.
  • Mutual funds licensed.
  • Demonstrated financial acumen and knowledge of financial products and services.
  • Previous experience in a professional financial advisory sales environment.
  • Financial acumen skills and knowledge of financial products and services.
  • Superior understanding of retail lending, including complex mortgages such as construction and non-traditional mortgages.
  • Proven understanding of investments, including experience selling mutual funds and developing holistic financial plans.
  • Able to develop and build relationships with members and provide advice in a variety of member situations.
  • Excellent listening and verbal and written communication skills.
  • Proficient with using a variety of technology.

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 where we live, work, and play. 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 member feels like they #BelongAtProspera.

If you require accommodation during any part of the recruitment process, please let us know.

#INDFSM

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