Relationship Manager (On Site)

Prospera Credit Union; Penticton; On-site; CAD 53,000 - 67,000; Full time

Job summary

A community-focused credit union in Penticton is seeking a Relationship Manager to maintain and grow advisory relationships with high-value members. Candidates should have a minimum of three years in financial services, including at least one year in an advisory role. The position requires proven experience in mortgage lending, mutual funds licensing, and excellent communication skills. The organization offers a competitive salary and flexible work programs, as well as a collaborative work environment fostering professional development.

Benefits

Market-competitive salary

Flexible Work Program

Defined Contribution Retirement Plan

Vacation and Wellness Days

Professional development opportunities

Qualifications

• Minimum of 3 years working experience in financial services.
• At least 1 year in an advisory role.
• Familiar with complex retail lending products.

Responsibilities

• Maintain and grow advisory relationships with members.
• Develop tailored financial strategies.
• Support a positive member experience.

Skills

Financial advisory experience

Mortgage lending expertise

Communication skills

Financial product knowledge

Relationship building

Education

3+ years in financial services

Mutual funds licensed

Tools

Financial planning software

CRM systems

Job description

Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

As a Relationship Manager, you will be responsible for maintaining and growing advisory relationships with our highest value members. You will be a leader in holistic relationship management practices and bring your highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet our member financial needs.

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 and ensuring a smooth transition of the member while maintaining trust. Responsible for retention and growth of our segment of highest value members across all lines of business.
• Promptly action product maturity, handling each lead with a holistic advice-based approach to grow relationship and help members to achieve their goals.
• 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.
• Supporting a positive member experience provides back-up support to all other AC roles when needed.

What You Bring

• At least 3 years or more working in financial services with at least 1 year in an advisory capacity.
• Proven previous experience with mortgage lending and selling mutual funds.
• Mutual funds licensed.
• Demonstrated financial acumen and knowledge of financial products and services.
• Previous experience in a professional financial advisory sales environment.
• Financial acumen skills and knowledge of financial products and services.
• Superior understanding of retail lending, including complex mortgages such as construction and non-traditional mortgages.
• Proven understanding of investments including experience selling mutual funds and developing holistic financial plans.
• Able to develop and build relationships with members and provide advice in a variety of member situations.
• Excellent listening and verbal and written communication skills.
• Proficient with using a variety of technology.

What We Offer

• Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our expected starting salary for this role is $53,600 to $67,000 based on the successful candidate’s knowledge, experience and internal equity.
• Flexible Work Program for some of our roles – ask us!
• 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, Wellness and “Prosperian” Days – paid time off to support your overall well-being.
• Professional development – come grow your career and develop your skills.
• A supportive, collaborative work environment- we’re proud to be a Great Place to Work certified organization.

Diversity, Equity & Inclusive Hiring Process

At Prospera, together, 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 to ensure every employee feels valued and empowered. We follow a fair and equitable hiring process to ensure all candidates are considered 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.

At Prospera, we believe you belong here. We’re committed to ensuring an accessible and obstacle-free hiring process. If you need accommodations at any stage, contact [e-mail]. All requests are handled with respect and confidentiality.

Please Note

The successful candidate will be required to complete a background check which include criminal, credit, and reference checks.