Segregated Fund Specialist

6 days ago

Surrey, British Columbia, Canada Prospera Credit Union Full time

Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

As the Segregated Fund Specialist, you will complete new applications, maintain existing, and complete estates for insured investment products including but not limited to segregated funds, annuities, and guaranteed investment accounts. These transactions will be through referrals primarily from the Wealth Planning team. The specialist will be a resource for members that work directly with Investment Advisors (IAs) and will help with closing referrals for insured investments that may go to IAs.

This is a hybrid role with the potential for meetings to take place in person or by video conference. The successful candidate must attend multiple locations within a specific market on a regular basis.
*What You Bring:*

  • Complete applications for new insured investment contracts.
  • Respond quickly to IAs for setting up new contracts either virtually or in person.
  • Complete looped feedback with referrers.
  • Assist in estate planning for members through IA collaboration.
  • Provide regular educational updates to the Wealth Planning team.
  • Utilize customer relationship manager (CRM) to ensure member information is up to date.
  • Maintain existing insured investment contracts.
  • Complete financial updates for members with existing contracts.
  • Assist IAs with review meetings.
  • Ensure documents are all filed appropriately.
  • Complete estate requirements of insured investment.
  • Be available to assist in completing estates for existing contracts.
  • Some estates may need to be done in person, and some may be remote.
  • Complete all requirements and attempt to retain estate proceeds with Prospera.
  • Facilitate referrals from other Prospera business units.
  • Refer clients with additional needs back to Prospera business lines.

*What You Bring:*

  • High school diploma or equivalency certificate
  • Life License Qualification Program (LLQP)
  • A minimum of 2-5 years in a financial advisor role
  • Must be registered or registrable as an insurance representative. Designation/License/Certification considered an asset: Certified Financial Planner (CFP); and/or Chartered Life Underwriter (CLU)
  • Organization skills
  • Presentation skills
  • Sales skills
  • Working knowledge of CRMs, Conquest planning software, Dataphile, banking systems, and Microsoft Teams.

*What We Offer:*

  • Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our salary for this role is $75,000 per year + 8% performance bonus target.
  • Flexible Work Program for some of our roles – ask us
  • Flexible Benefits Program – pick and choose what works best for you.
  • Defined Contribution Retirement Plan – let's start saving and keep your future in mind.
  • Vacation, Wellness and "Prosperian" Days – paid time off to support your overall well-being.
  • Professional development – come grow your career and develop your skills.
  • A supportive, collaborative work environment- we're proud to be a Great Place to Work certified organization.

Please Note:
The successful candidate will be required to complete a background check which include criminal, credit, and reference checks. If you require accommodation during any part of the recruitment process, please let us know.

Diversity, Equity & Inclusive Hiring Process
At Prospera, together, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey to ensure every employee feels valued and empowered. We follow a fair and equitable hiring process to ensure all candidates are considered based on their skills, experience, and potential. When you join Prospera, you're not just taking a job—you're becoming part of a team that celebrates individuality and works collectively to make a positive impact.

At Prospera, we believe you belong here. We're committed to ensuring an accessible and obstacle-free hiring process. If you need accommodations at any stage, contact

. All requests are handled with respect and confidentiality.

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