Financial Relationship Manager At Prospera Maple Ridge

Elevate financial advisory services as a Relationship Manager with Prospera Credit Union. This role focuses on personalized member engagement and tailored financial strategies. In this position, you will lead relationship management for high-value members, applying your expertise to assess financial objectives and provide comprehensive advice. Your responsibilities include managing mortgage lending, facilitating referrals, and ensuring seamless transitions for members. You’ll develop holistic financial strategies that meet intricate banking, lending, and investment needs. Key Responsibilities: • Assess members’ financial objectives and advise accordingly • Facilitate referrals to trusted partners for seamless transitions • Execute holistic financial strategies for diverse member needs • Maintain accurate records of member interactions and transactions • Support positive member experiences across all roles Requirements: • Minimum 3 years in financial services with advisory experience • Proven success with mortgage lending and mutual funds • Financial acumen in retail lending and investments • Excellent communication and relationship-building skills • Proficient in relevant financial technology Become a trusted advisor for members, enhancing their financial journey at Prospera. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2o67qq