Relationship Manager Lead (On-Site)

Prospera; Vancouver; On-site; CAD 58,000 - 66,000; Full time

Job summary

A leading credit union in British Columbia seeks a Relationship Manager Lead to enhance advisory relationships with high-value members. The role involves creating financial strategies, onboarding new members, and ensuring compliance with regulations. Ideal candidates will have strong financial acumen and leadership skills, along with experience in financial services.

Qualifications

• 3+ years in financial services with advisory experience.
• Licensed to sell mutual funds required.

Responsibilities

• Assess members' financial objectives to provide tailored advice.
• Develop member relationships through Financial Health Checks.

Skills

Leadership

Communication

Financial Acumen

Detail Oriented

Education

Grade 12 or Equivalent

Business Administration or Marketing diploma or degree

Job description

Built on nearly 80 years of service in local communities,ProsperaCredit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches,Prosperais proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people.

The Relationship Manager Lead (RML) at Prospera Credit Union is responsible for maintaining and growing advisory relationships with our highest value members while also providing back-up leadership support to the Branch Manager.

As a Relationship Manager Lead, you will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet complex member financial needs. The RML works to expand relationships beyond the individual member to member households – supporting the transfer of wealth and financial health of the next generation. They also will provide reciprocal support to line of business team members and provides omni-channel back up support to MXS, MSC, and AC management roles.

What you’ll do :

• Proficiently assess members’ financial objectives, risk tolerance, and unique needs to provide tailored advice.
• Effectively create holistic financial strategies that encompass investment, lending, protection, and omni-channel day to day banking.
• Facilitate referrals to trusted partners (other lines of business or external as required), ensuring a smooth transition of the member while maintaining trust.
• Responsible for the onboarding and initiating relationship conversations and introductions with new retail and business members that fit within the highest value member portfolio.
• Develops and advances member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to other Line of Business Specialists.
• Contributes to positive member CEI scores thorough consistent adherence to the advisory process, adaptation of service.
• Executes on holistic advice based financial strategies by fulfilling members complex lending, investment, protection, and day to day banking needs.
• Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
• Has a solid understanding of registered products including tax implications and is comfortable developing strategies for term deposits to balance members needs for liquidity and desired returns.
• Support the execution of cash-related and other operational tasks on a daily, weekly, monthly, quarterly, and yearly basis.
• Assist in the supervision of compliance and audit responsibilities, including the management of ATM, night deposit processes, postdated and pending file management, cash and negotiable balancing.
• Help drive outcomes through leadership in campaign management and reporting.
• Provides back-up support for other advice center roles as needed.

What you bring :

• Grade 12 or Equivalent and Business Administration or Marketing diploma or degree (a plus).
• 3+ years in financial services with at least one year in an advisory capacity.
• Experience with mortgage lending (preliminary credit assessments) and selling mutual funds(required)
• Required Mandatory Designation / License / Certification :

Licensed to sell mutual funds(required)

• CUIC 210 or equivalent internal training to be completed within 12 months.
• Completion of or willingness to complete Financial Planning courses (an asset).
• Demonstrated leadership and communication skills.
• Detail oriented and organized, ability to effectively manage time.
• Understanding of risk and mitigation tactics.
• Demonstrated results and high performance in the RML or equivalent role.
• Experience in a professional financial advisory sales environment.
• Strong financial acumen and knowledge of financial products and service.
• Understanding of retail lending, including complex mortgages.
• Superior understanding of investments including proven experience selling mutual funds and developing holistic financial plans.

Prospera offers a total compensation package of base pay plus incentives that is market competitive and reviewed against the market annually. Starting salary is normally targeted around the middle of the posted salary range, and is determined based on the successful candidate’s knowledge, experience and internal equity. Our expected starting salary for this role is $58,950 to $65,500.

Our Values

• Cultivate trusting relationships : We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
• Empower and enable others : We give each other the space, trust, and tools to succeed.
• Lead with curiosity : We approach all circumstances with curiosity and a drive for continuous learning and improvement.
• Embrace change and execute with purpose : We plan with agility, take action, and pivot to deliver results.
• Thrive as One Team : We collaborate because it strengthens us.

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