Wealth Planning Coordinator

3 days ago


Surrey, British Columbia, Canada Prospera Credit Union Full time

Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services.

We are currently seeking a Wealth Planning Coordinator for our Central City Advice Centre. As a key member of our team, you will be responsible for providing support to our Investment Advisors (IAs) and wealth customers.

Key Responsibilities:

  • Respond to customer requests and inquiries, particularly those of an administrative nature.
  • Client meeting preparation: preparing statements/paperwork/onboarding documents, customer reminders, post meeting duties, follow-up and procedures per referral/onboarding service matrix.
  • Comprehensive knowledge and execution of CSI policies and procedures: daily review of client accounts, transactions, debits/cash balances, trades, and process trades with written instructions from Investment Advisor.
  • Thorough knowledge of Client Relationship Management tools and reports.
  • Assist with customer segmentation and service matrix.
  • Knowledge of insurance products and service administration, segregated fund administration.
  • Ensure all corporate policies, procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and members.

About You:

  • 2 years' experience in financial services, preferably with wealth experience, including a thorough understanding of financial products and services.
  • Nice to have: Completion of Canadian Securities Course (CSC), Completion of Conduct & Practices Handbook (CPH), IIROC registration.
  • Effective verbal and written communication skills.
  • Ability to anticipate needs of and provide superior service to customers and IAs.
  • Team-oriented with excellent relationship building and interpersonal skills.
  • Exceptional attention to detail and task prioritization.
  • Critical thinking, resourcefulness and problem-solving skills.
  • Willingness and ability to work independently.

Salary:

We offer a total compensation package of base pay plus incentives that is market competitive and reviewed annually. Starting salary is targeted around $60,000-$80,000 depending on your knowledge, experience and internal equity.



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