Relationship Manager (On Site)

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

What We Offer

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 recruitment@prospera.ca . All requests are handled with respect and confidentiality.

Please Note

The successful candidate will be required to complete a background check which include criminal, credit, and reference checks.

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