Current jobs related to Relationship Manager - Maple Ridge, British Columbia - Prospera Credit Union
-
Relationship Manager
4 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeUnlock Your Potential as a Relationship Manager at Prospera Credit UnionBuilt on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, we're one of the largest credit...
-
Relationship Manager
4 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeUnlock Your Potential as a Relationship Manager at Prospera Credit UnionBuilt on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, we're one of the largest credit...
-
Relationship Manager
2 months ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeUnlock Your Potential as a Relationship Manager at Prospera Credit UnionBuilt on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, Prospera is one of the largest...
-
Relationship Manager
2 months ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeUnlock Your Potential as a Relationship Manager at Prospera Credit UnionBuilt on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, Prospera is one of the largest...
-
Relationship Manager
1 month ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeUnlock Your Potential as a Relationship Manager at Prospera Credit UnionBuilt on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, Prospera is one of the largest...
-
Relationship Manager
1 month ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeUnlock Your Potential as a Relationship Manager at Prospera Credit UnionBuilt on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, Prospera is one of the largest...
-
Relationship Manager
3 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeUnlock Your Potential as a Relationship Manager at Prospera Credit UnionBuilt on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, we're one of the largest credit...
-
Relationship Manager
3 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeUnlock Your Potential as a Relationship Manager at Prospera Credit UnionBuilt on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, we're one of the largest credit...
-
Relationship Manager
3 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeKey ResponsibilitiesWe are seeking a skilled Relationship Manager to join our team at Prospera Credit Union. As a key member of our team, you will be responsible for maintaining and growing advisory relationships with our highest value members.Your primary focus will be on providing tailored advice to members, assessing their financial objectives, risk...
-
Relationship Manager
3 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeKey ResponsibilitiesWe are seeking a skilled Relationship Manager to join our team at Prospera Credit Union. As a key member of our team, you will be responsible for maintaining and growing advisory relationships with our highest value members.Your primary focus will be on providing tailored advice to members, assessing their financial objectives, risk...
-
Relationship Manager
3 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeWe're seeking a Relationship Manager to maintain and grow advisory relationships with our highest value members.This role involves assessing members' financial objectives, risk tolerance, and unique needs to provide tailored advice.You'll create holistic financial strategies that encompass investment, lending, protection, and day-to-day banking, and...
-
Financial Services Relationship Manager
2 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeProspera 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...
-
Financial Services Relationship Manager
2 weeks ago
Maple Ridge, British Columbia, Canada Prospera Credit Union Full timeProspera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services.We are seeking a Financial Services Relationship Manager to join our team at our Maple Ridge Advice Centre for a 12-month contract.In this role, you will be responsible for maintaining and growing advisory relationships with our...
-
Accounting Manager
2 months ago
Maple Ridge, British Columbia, Canada CB Canada Full timeJob SummaryCB Canada is seeking an experienced Assurance Manager to join our dynamic team. As a key member of our management team, you will be responsible for leading and executing client engagements across various private industries and not-for-profit sectors.Key ResponsibilitiesLead and manage accounting and assurance services for clientsPlan and lead...
-
Business Development Manager
4 weeks ago
Maple Ridge, British Columbia, Canada NMRA Consultants Inc. Full timeJob Title: Business Development ManagerWe are seeking a highly skilled Business Development Manager to join our team at NMRA Consultants Inc. The successful candidate will be responsible for driving business growth and expansion through strategic planning, market analysis, and relationship building.Key Responsibilities:Strategic Planning: Develop and...
-
Business Development Manager
1 month ago
Maple Ridge, British Columbia, Canada NMRA Consultants Inc. Full timeJob Title: Business Development ManagerWe are seeking a highly skilled Business Development Manager to join our team at NMRA Consultants Inc. The successful candidate will be responsible for driving business growth and expansion through strategic planning, market analysis, and relationship building.Key Responsibilities:Strategic Planning: Develop and...
-
Business Development Manager
1 month ago
Maple Ridge, British Columbia, Canada NMRA Consultants Inc. Full timeJob Title: Business Development ManagerWe are seeking a highly skilled Business Development Manager to join our team at NMRA Consultants Inc. The successful candidate will be responsible for driving business growth and expansion through strategic planning, market analysis, and relationship building.Key Responsibilities:Strategic Planning: Develop and...
-
Business Development Manager
4 weeks ago
Maple Ridge, British Columbia, Canada NMRA Consultants Inc. Full timeJob Title: Business Development ManagerWe are seeking a highly skilled Business Development Manager to join our team at NMRA Consultants Inc. The successful candidate will be responsible for driving business growth and expansion through strategic planning, market analysis, and relationship building.Key Responsibilities:Strategic Planning: Develop and...
-
Business Development Manager
4 weeks ago
Maple Ridge, British Columbia, Canada NMRA Consultants Inc. Full timeJob Title: Business Development ManagerWe are seeking a highly skilled Business Development Manager to join our team at NMRA Consultants Inc. The successful candidate will be responsible for driving business growth and expansion through strategic planning, market analysis, and relationship building.Key Responsibilities:Strategic Planning: Develop and...
-
Business Development Manager
4 weeks ago
Maple Ridge, British Columbia, Canada NMRA Consultants Inc. Full timeJob Title: Business Development ManagerWe are seeking a highly skilled Business Development Manager to join our team at NMRA Consultants Inc. The successful candidate will be responsible for driving business growth and expansion through strategic planning, market analysis, and relationship building.Key Responsibilities:Strategic Planning: Develop and...
Relationship Manager
2 months ago
Unlock Your Potential as a Relationship Manager at Prospera Credit Union
Built on nearly 80 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. With approximately $9.3 billion in assets and 120,000 members, we are one of the largest credit unions in British Columbia.
We are seeking a skilled Relationship Manager to join our team at our Maple Ridge Advice Centre for a 12-month contract. As a key member of our team, you will be responsible for maintaining and growing advisory relationships with our highest value members.
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 relationships 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.
- Support a positive member experience and provide 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
