Drive financial success for your clients as a Member Relationship Manager at Prospera. This role focuses on personalized financial advice and building strong member relationships in British Columbia.
In this role, you will manage a diverse portfolio of member relationships while providing comprehensive financial guidance. With over 3 years of financial services experience, including advisory involvement, you will assist members through investments, lending, and everyday banking. Your expertise in mortgage lending and mutual funds will be essential in identifying member opportunities.
Key Responsibilities:
• Manage a portfolio of member relationships with personalized advice
• Deliver holistic financial guidance across diverse sectors
• Proactively identify opportunities and manage outreach
• Collaborate with specialists to meet complex needs
• Ensure compliance through accurate documentation
Requirements:
• 3+ years in financial services, 1+ year in advisory ...