Prospera Virtual Relationship Manager Role Surrey

Join Prospera as a Virtual Relationship Manager, offering personalized financial advice in a hybrid working model. Engage members to enhance their banking and investment understanding. This role is designed for candidates with advisory experience in financial services. You will support members through virtual consultations, addressing inquiries, and facilitating comprehensive financial strategies while ensuring adherence to compliance standards and lending authority limits. Key Responsibilities: • Support members with tailored financial guidance and options • Facilitate convenient virtual appointments for accessibility • Handle member inquiries effectively and escalate as needed • Implement best practices in member outreach • Process loan documents and manage approvals within authority Requirements: • Minimum 3 years in financial services, including advisory experience • Familiarity with lending and investment products • Contact center experience with multi-channel support • Mutual fund licensing required within 6 months • Excellent communication and active listening skills Utilize your advisory skills at Prospera to make a meaningful impact on members' financial journeys. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oevdv