Client Engagement Representative

CIBC; Burnaby; Remote; CAD 54,000 - 68,000; Full time

Benefits offered by this job

Flexible benefits

Defined contribution retirement plan

Vacation, personal and wellness time

Professional development

Job summary

Prospera, a leading Canadian credit union family, is seeking a client relationship professional to manage and grow a portfolio through personalized, holistic advice across investments, lending, protection, and everyday banking. You'll proactively identify opportunities, maintain documentation, and collaborate with internal specialists to support complex needs in a compliant environment.

With 3+ years in financial services and a mutual funds licence, you will help members succeed while enjoying a

Qualifications

• 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.

Responsibilities

• 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

Skills

Relationship-building

Communication skills

Financial acumen

Tech-savvy

Advisory experience

Education

Mutual Funds licence (required)

Job description

Part-time

CA$54,000.00–CA$67,500.00 yearly

Full-time

CA$21.50 hourly

Remote

Full-time

CA$46,000.00–CA$53,000.00 yearly

Full-time

Quick Apply

CA$64,000.00–CA$80,000.00 yearly

Full-time

Full-time

Remote

Full-time

Quick Apply

Remote

Full-time +1

Remote

Full-time

The cities near Surrey, BC that boast the highest number of client relationship manager jobs are:

• Vancouver
• Victoria
• Burnaby
• Richmond
• Abbotsford
• Coquitlam
• New Westminster
• North Vancouver
• Port Moody
• Pitt Meadows

The 10 cities near Surrey, BC that have the most job openings are:

• Vancouver
• Victoria
• Burnaby
• Ladner
• Richmond
• Abbotsford
• Coquitlam
• Delta
• Langley
• Nanaimo

The 10 most popular job searches in Surrey, BC are:

• city
• amazon
• warehouse
• work from home
• amazon warehouse
• security
• canada post
• tim hortons
• costco
• security guard

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.
• 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.