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Relationship Manager Lead

2 weeks ago

Penticton BC VA C, Canada Prospera Credit Union Full time $60,000 - $67,000 per year

TEAM LOCAL is hiring

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 a Relationship Manager Lead, you will be responsible for maintaining and growing advisory relationships with our highest value members while also providing back-up leadership support to the Branch Manager. You will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet complex member financial needs. The RML works to expand relationships beyond the individual member to member households – supporting the transfer of wealth and financial health of the next generation. They also will provide reciprocal support to line of business team members and provides omni-channel back up support to MXS, MSC, and AC management roles.

financialadvisor #relationshipmanager #mutualfunds #leadadvisor #lending

What you'll do:

  • Proficiently assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice.
  • Responsible for the onboarding and initiating relationship conversations and introductions with new retail and business members that fit within the highest value member portfolio.
  • Executes 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 the execution of cash-related and other operational tasks on a daily, weekly, monthly, quarterly, and yearly basis.
  • Assist in the supervision of compliance and audit responsibilities, including the management of ATM, night deposit processes, postdated and pending file management, cash and negotiable balancing.
  • Help drive outcomes through leadership in campaign management and reporting.
  • Provides back-up support for other advice center roles as needed.

What you bring:

  • Grade 12 or Equivalent and Business Administration or Marketing diploma or degree (a plus).
  • 3+ years in financial services with at least one year in an advisory capacity.
  • Experience with mortgage lending (preliminary credit assessments) and selling mutual funds(required)
  • Required Mandatory Designation/License/Certification:
  • Licensed to sell mutual funds(required)
  • CUIC 210 or equivalent internal training to be completed within 12 months.
  • Completion of or willingness to complete Financial Planning courses (an asset).
  • Demonstrated leadership and communication skills.
  • Detail oriented and organized, ability to effectively manage time.
  • Understanding of risk and mitigation tactics.
  • Demonstrated results and high performance in the RML or equivalent role.
  • Experience in a professional financial advisory sales environment.
  • Strong financial acumen and knowledge of financial products and service.
  • Understanding of retail lending, including complex mortgages.
  • Superior understanding of investments including proven experience selling mutual funds and developing holistic financial plans.

What We Offer:

  • Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our expected starting salary for this role is $60,000 to $67,000 based on the successful candidate's knowledge, experience and internal equity.
  • 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.