Talent.com
Relationship Manager Career Opportunities
Relationship Manager Career OpportunitiesProspera Credit Union • Surrey, Metro Vancouver Regional District, CA
Relationship Manager Career Opportunities

Relationship Manager Career Opportunities

Prospera Credit Union • Surrey, Metro Vancouver Regional District, CA
30+ days ago
Job type
  • Full-time
Job description

Relationship Manager Career Opportunities

Join to apply for the Relationship Manager Career Opportunities role at Prospera Credit Union

Relationship Manager Career Opportunities

2 days ago Be among the first 25 applicants

Join to apply for the Relationship Manager Career Opportunities role at Prospera Credit Union

Join a Team That Invests in You—Professionally & Personally!

Are you a driven financial expert with a heart for helping others succeed? At Prospera Credit Union, we’re more than a workplace—we’re a community. We're actively seeking passionate, growth-oriented Relationship Managers who can make meaningful change while advancing their careers.

Why Prospera?

  • Work for a values-based organization built on trust, connection, and local impact
  • Empower individuals and businesses to reach their financial goals
  • Grow your career with personalized development plans, mentorship, and leadership opportunities
  • Thrive in a supportive culture that celebrates innovation and collaboration

This is your chance to be part of something purpose-driven, people-powered, and full of possibility.

We are hiring across all our Advice Centers!

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, you will be responsible for maintaining and growing advisory relationships with our highest value members. You will be a leader in holistic relationship management practices and bring your highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet our member financial needs.

What You’ll Do

  • Proficiently assess members’ financial objectives, risk tolerance, and unique needs to provide tailored advice. Effectively create holistic financial strategies that encompass investment, lending, protection, and omni-channel day to day banking.
  • Facilitate referrals to trusted partners and ensuring 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.
  • Promptly action product maturity, handling each lead with a holistic advice-based approach to grow relationship and help members to achieve their goals.
  • 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.
  • Supporting a positive member experience provides back-up support to all other AC roles when needed.
  • What You Bring

  • At least 3 years or more working in financial services with at least 1 year in an advisory capacity.
  • A strong background in lending, Investments and a valid IFIC license are mandatory for this role.
  • 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.
  • 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 $60,300 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.

    Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Sales and Business Development

    Referrals increase your chances of interviewing at Prospera Credit Union by 2x

    Get notified about new Relationship Manager jobs in Surrey, British Columbia, Canada .

    Surrey, British Columbia, Canada 3 weeks ago

    Senior Client Relationship Manager, Commercial Banking - Burnaby area

    Burnaby, British Columbia, Canada 5 days ago

    Senior Client Relationship Manager, Commercial Banking - Langley and Fraser Valley area

    City of Langley, British Columbia, Canada 6 days ago

    Burnaby, British Columbia, Canada 3 weeks ago

    Burnaby, British Columbia, Canada 1 week ago

    Relationship Manager Intern, Business Markets

    Burnaby, British Columbia, Canada 2 days ago

    Surrey, British Columbia, Canada 1 week ago

    Surrey, British Columbia, Canada 2 weeks ago

    Senior Relationship Manager, Technology Vendor Management

    Surrey, British Columbia, Canada 3 weeks ago

    Surrey, British Columbia, Canada 1 month ago

    Coquitlam, British Columbia, Canada 2 weeks ago

    New Westminster, British Columbia, Canada 3 days ago

    We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    #J-18808-Ljbffr

    Create a job alert for this search

    Relationship Manager • Surrey, Metro Vancouver Regional District, CA

    Similar jobs
    Strategic Relationship Manager - BC / AB Region (Vancouver office)

    Strategic Relationship Manager - BC / AB Region (Vancouver office)

    Premier Marine • Vancouver
    Full-time
    PREMIER Canada Assurance / PREMIER Marine.If you take pride in doing the job right and value excellence in everything you do, we invite you to join our team of dedicated professionals.This role is ...Show more
    Last updated: 11 days ago • Promoted
    Work From Home - Sales Representative - 60k / Year

    Work From Home - Sales Representative - 60k / Year

    Spade Recruiting • Squamish, British Columbia
    Remote
    Full-time
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
    Last updated: 30+ days ago • Promoted
    Key Accounts Manager

    Key Accounts Manager

    Paladin Technologies • Vancouver, BC, Canada
    Full-time
    We are looking for a driven individual to join our finance team and play a key role in supporting the financial well-being of our strategic accounts and managing relationships with top-tier B2B cus...Show more
    Last updated: 30+ days ago • Promoted
    Manager, Partnership Marketing

    Manager, Partnership Marketing

    Vancouver Whitecaps FC • Vancouver, BC, Canada
    Full-time
    Salary : $55,000 - $65,000 + variable compensation.Lead the planning and execution of a diverse portfolio of partner accounts, including traditional media assets, in-market promotions, in-arena acti...Show more
    Last updated: 30+ days ago • Promoted
    VIP Relations Manager

    VIP Relations Manager

    Match Group • Vancouver
    Full-time
    Req# : 5ac0e5cd-c11e-486d-a9fd-7577a10baa26.Vancouver, British Columbia, Canada / Plenty of Fish – Live / Full-time / Hybrid Apply for this job Founded in Vancouver, Canada in 2003, Plenty of Fish i...Show more
    Last updated: 11 days ago • Promoted
    Claims Relationship Manager

    Claims Relationship Manager

    Queer Tech • Vancouver
    Full-time +1
    Our employees are at the heart of everything we do.Together, we help people, businesses, and society prosper in good times and be resilient in bad times. Our employee promise represents Intact’s com...Show more
    Last updated: 11 days ago • Promoted
    Business Development Manager, Mortgages

    Business Development Manager, Mortgages

    Neo Financial • Vancouver
    Full-time
    Business Development Manager, Mortgages.Neo Financial is a rapidly scaling Canadian fintech company dedicated to building a rewarding financial future for all Canadians. Since its founding in 2019, ...Show more
    Last updated: 11 days ago • Promoted
    recruiting sourcing consultant

    recruiting sourcing consultant

    freelance.ca • Richmond, Canada
    Full-time
    Sourcer (Sourcing-as-a-Service)Department : Global Recruiting OperationsReports to : Recruitment Manager / Managing PartnerLocation : Vancouver, Canada (Hybrid / Remote)About ViewinViewin Global Advis...Show more
    Last updated: 30+ days ago • Promoted
    IT Business Relationship Manager

    IT Business Relationship Manager

    City of Burnaby • Burnaby
    Full-time
    IT Business Relationship Manager.Reporting to the Senior Manager- IT Strategy and Architecture, the Business Relationship Manager (BRM), establishes and maintains relationships between IT and the b...Show more
    Last updated: 9 days ago • Promoted
    Territory Sales Manager

    Territory Sales Manager

    Daikin • Burnaby, BC, Canada
    Full-time
    Plan, organize, maintain, develop, and grow a volume driven and profitable base of approximately 50 target and core dealers. Target and sign-up Dealers within assigned territory.Build sales through ...Show more
    Last updated: 30+ days ago • Promoted
    Sales Shark- Entrepreneurs - Remote

    Sales Shark- Entrepreneurs - Remote

    PurpleRose Ventures Inc • Vancouver, BC, Canada
    Remote
    Full-time
    Please be respectful of each others time.Read the entire ad before applying.Qualified candidates will be called for a telephone interview. I am looking for people that are.Motivated to do more and b...Show more
    Last updated: 30+ days ago • Promoted
    Sales Manager

    Sales Manager

    Tecqify Solutions Inc. • Vancouver, BC, Canada
    Full-time
    Do you need an OPPORTUNITY with a GROWING company willing to take a chance on you? Are you ready to be PUSHED HARD? Do you want to EAT what you KILL? Do you want to be REWARDED for being SELF-MOTIV...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager - Commercial Insurance Premium Financing

    Relationship Manager - Commercial Insurance Premium Financing

    FIRST Canada • Vancouver
    Full-time
    At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an e...Show more
    Last updated: 11 days ago • Promoted
    Associate, Relationship Manager

    Associate, Relationship Manager

    Canaccord Genuity Group Inc. • Vancouver
    Full-time +1
    Associate, Relationship Manager – Canaccord Genuity Group Inc.Position : Associate, Relationship Manager.Base pay range : $65,000 – $72,000 per year. Salary range : $65,000 – $72,000.Canaccord Genuity ...Show more
    Last updated: 5 hours ago • Promoted • New!
    Channel Partner Relationship Manager

    Channel Partner Relationship Manager

    VoPay International Inc. • Vancouver
    Full-time
    VoPay’s Fintech-as-a-Service platform allows any business to embed financial services and payment capabilities into their existing applications, products, or services through a single and scalable ...Show more
    Last updated: 11 days ago • Promoted
    Claims Relationship Manager

    Claims Relationship Manager

    Intact Financial Corporation • Vancouver
    Full-time
    Our employees are at the heart of everything we do.Together, we help people, businesses, and society prosper in good times and be resilient in bad times. Our employee promise represents Intact’s com...Show more
    Last updated: 11 days ago • Promoted
    VIP Relationship Manager / Client Success Manager (CSM)

    VIP Relationship Manager / Client Success Manager (CSM)

    Laborintos • Vancouver, CA
    Full-time
    Quick Apply
    Contamos con un equipo sólido y robusto de consultores especializados en búsqueda y selección de personal, así como en consultoría en diversos temas asociado al Talento Humano en múltiples sectores...Show more
    Last updated: 30+ days ago
    Prestige Relationship Manager

    Prestige Relationship Manager

    Iaawg • Vancouver
    Full-time
    Prestige Relationship Manager page is loaded## Prestige Relationship Managerlocations : Vancouver, British Columbia : Saskatoon, Saskatchewan : Winnipeg, Manitoba : Calgary, Albertatime type : ...Show more
    Last updated: 5 hours ago • Promoted • New!