Financial Services Portfolio Manager

1 week ago


Maple Ridge, British Columbia, Canada Prospera Full time

Location: Landmark Branch, Maple Ridge, BC

About Prospera Credit Union

Built on a legacy of nearly 80 years of service in local communities, Prospera Credit Union is a community-based organization that offers a wide range of financial products and services. As one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members, we are proud to serve communities throughout the Lower Mainland, Fraser Valley, and Okanagan.

We aim to help build vibrant, healthy communities, thriving local enterprises, and financially empowered people.

Position Overview

The Investment Specialist will be responsible for delivering exceptional service and proactively selling investment products to assigned customers while adhering to our policies, processes, and procedures. This role involves sourcing opportunities, building relationships, and making referrals as necessary.

Key Responsibilities
  • Manage an assigned portfolio of investment business, primarily term deposits and mutual funds.
  • Develop and maintain strong relationships with customers by providing personalized service tailored to their investment planning needs and risk profile.
  • Analyze portfolios regularly and recommend adjustments to balance the portfolio based on client objectives and risk assessment.
  • Maintain a referral log and track member service within our CRM system.
  • Provide consultative services for mutual fund investment-related customer interactions managed by branch management and staff.
  • Participate in business development plans and activities to build networks for new customers or referrals.
Requirements
  • 3 years' experience in a front-line position within a financial institution with proven sales experience in RRSP/investment deposits.
  • Detailed experience with deposit-related products, personal lending, and residential mortgages.
  • Familiarity with PlanPlus financial planning software.
What We Offer
  • Competitive pay
  • A personalized benefits program
  • A generous defined contribution pension plan
  • Ongoing training and support
  • A commitment to diversity, equity, and inclusion


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