Member Experience & Financial Solutions Specialist

Prospera; Chilliwack; On-site; CAD 46,000 - 58,000; Full time

Benefits offered by this job

Flexible Benefits

Retirement Plan

Vacation & Wellness

Professional development

Great Place to Work

Job summary

Prospera in British Columbia seeks a customer-focused financial services professional to acquire and onboard new retail and business members, assess needs through Financial Health Checks, and recommend everyday banking, lending, and investment solutions.

Applicants should have 1–3 years in financial services or sales, and mutual funds licensing or CSC within six months. Strong communication, tech comfort, and local residency near Sardis/Chilliwack are required.

Qualifications

• 1–3 years of experience in financial services or sales.
• Exposure to lending and investment products and needs-based selling.
• Mutual Funds licensed or willingness to obtain within six months.
• Strong communication skills, financial curiosity, and comfort with technology.
• Grade 12 (or equivalent); post-secondary education in Business or Marketing is an asset.

Responsibilities

• Acquire and onboard new retail and business members through proactive conversations.
• Uncover members' needs and identify sales opportunities through Financial Health Checks.
• Recommend and deliver everyday banking, lending, and investment solutions.
• Manage small accounts and build a strong sales pipeline through referrals and follow‑up.
• Support front‑line and omni‑channel interactions while contributing to a collaborative Advice Centre.

Skills

Sales experience

Financial services

Communication skills

Technology comfort

Mutual funds licensing

Education

Grade 12

Post-secondary in Business or Marketing

Job description

Prospera in British Columbia seeks a customer-focused financial services professional to acquire and onboard new retail and business members, assess needs through Financial Health Checks, and recommend everyday banking, lending, and investment solutions.

Applicants should have 1–3 years in financial services or sales, and mutual funds licensing or CSC within six months. Strong communication, tech comfort, and local residency near Sardis/Chilliwack are required.