Relationship Manager (On Site)

Prospera Credit Union; Kelowna; On-site; CAD 60,000 - 67,000; Full time

Job summary

Prospera Credit Union is seeking a Relationship Manager for their Kelowna location. This role focuses on fostering strong advisory relationships with high-value members, providing tailored financial strategies, and facilitating product transitions to enhance member satisfaction. Candidates need a solid background in financial services and proven relationship management experience.

Benefits

Flexible work arrangements

Competitive total compensation

Retirement plan

Professional development

Paid time off

Qualifications

• Minimum 3 years in financial services.
• Experience in advisory roles is required.
• Must be mutual funds licensed and experienced in mortgage lending.

Responsibilities

• Assess members’ financial goals and provide tailored advice.
• Facilitate referrals and ensure retention of high-value members.
• Execute complex lending and investment strategies.

Skills

Financial Knowledge

Client Relationship Skills

Communication Skills

Job description

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Prospera Credit Union is a community-based, purpose-driven organization offering a full range of financial products and services. As one of the largest credit unions in British Columbia, we aim to build vibrant, healthy communities, support thriving local enterprises, and empower individuals financially. We serve communities throughout the Lower Mainland, Fraser Valley, and Okanagan.

Role Overview

As a Relationship Manager, you will maintain and grow advisory relationships with our highest value members. You will lead holistic relationship management practices, proactively outreach, manage pipelines, and coordinate with our specialists to meet members' financial needs.

This position requires working Tuesday through Saturday.

Key Responsibilities

• Assess members’ financial objectives, risk tolerance, and needs to provide tailored advice, creating comprehensive financial strategies.
• Facilitate referrals, ensure smooth member transitions, and focus on retention and growth of high-value members across all lines of business.
• Act promptly on product maturity, offering holistic advice to grow relationships and help members achieve their goals.
• Execute complex lending, investment, protection, and banking needs based on holistic advice.
• Maintain accurate records of interactions, advice, and transactions, complying with policies and regulations.
• Understand registered products and develop strategies for liquidity and returns, including tax implications.
• Support a positive member experience, providing backup support to other roles as needed.

Qualifications

• Minimum 3 years in financial services, with at least 1 year in advisory roles.
• Experience with mortgage lending and mutual fund sales.
• Mutual funds licensed.
• Strong financial knowledge and client relationship skills.
• Experience selling complex mortgages and developing holistic financial plans.
• Excellent communication skills and proficiency with technology.

What We Offer

• Competitive total compensation, including base salary and incentives, starting at $60,300 to $67,000.
• Flexible work arrangements and benefits.
• Retirement plan, paid time off, professional development, and a supportive work environment.

Note : Successful candidates will undergo a background check. Accommodations are available during the recruitment process.

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Relationship Manager • Kelowna, Regional District of Central Okanagan, Canada