Client relationship manager Jobs in Surrey, BC

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.

With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the British Columbia.

What you do

• Manage and grow a portfolio of member relationships through personalized, holistic advice
• Deliver holistic financial advice across investments, lending, protection, and everyday banking
• Proactively identify opportunities and manage your pipeline through ongoing outreach
• Collaborate with internal specialists to support complex financial needs
• Maintain accurate documentation while meeting compliance and regulatory standards
• Contribute to a positive and collaborative Advice Centre environment

What you bring

• 3+ years of experience in financial services, including 1+ year in an advisory role
• Experience with mortgage lending and mutual funds
• Mutual Funds licence (required)
• Strong financial acumen and relationship‑building skills
• Excellent communication skills and comfort with technology
• A genuine passion for helping members succeed

Compensation

• Prospera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually.
• The salary for this role is $54,000 to $67,500.00. The final offer will be based on the successful candidate’s knowledge, experience, and internal equity.

Benefits & Wellbeing

• 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, Personal and Wellness time and two Vacation Bonus Days
• Professional development – come to grow your career and develop your skills.
• A supportive, collaborative work environment we’re proud to be a Great Place to Work certified organization.

Our Commitment - Diversity, Equity & Inclusive

At Prospera, 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 that ensures every employee feels valued and empowered.

We follow a fair and equitable hiring process, considering candidates 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.

Accommodations

Disclaimer: Employment is subject to background checks, including enhanced criminal, credit, and reference checks.

At Prospera, we’re more than a financial institution; we’re a community. Our people are empowered to bring their whole selves to work and make a meaningful difference every day.

Prospera, Coast Capital and Sunshine Coast Financial are part of the Coast Capital Savings Federal Credit Union family of brands.