Segregated Fund Specialist

Kibbi Technologies Inc.; Surrey; Hybrid; CAD 68,000 - 83,000; Full time

Benefits offered by this job

Flexible Benefits Program

Defined Contribution Retirement Plan

Vacation, Personal and Wellness time

Professional development

Great Place to Work certified

Job summary

Prospera is seeking a Segregated Fund Specialist to process new insured investment contracts, maintain portfolios, and support estate planning with Investment Advisors across a hybrid work model in Canada. You will interact with Wealth Planning and IAs to facilitate referrals and ensure accurate member data in CRM.

Ideal candidates hold LLQP with additional CFP/CLU credentials, possess 2–5 years in financial advisory roles, and demonstrate strong organization, presentation, and sales skills,

Qualifications

• High school diploma or equivalency; LLQP required.
• Potential asset: CFP and/or CLU designations are a plus.
• Registered or registrable as an insurance representative required.
• Strong organization, presentation and sales skills.
• Experience with CRMs and planning software.
• Knowledge of banking systems and Teams is beneficial.

Responsibilities

• Complete applications for new insured investment contracts.
• Collaborate with Investment Advisors and Wealth Planning team.
• Maintain insured investment contracts and estates for members.
• Provide regular educational updates to the Wealth Planning team.
• Utilize CRM to keep member information up to date and accurate.
• Assist IAs with review meetings and referrals across Prospera units.

Skills

Organization skills

Presentation skills

Sales skills

Regulatory compliance

Education

High school diploma or equivalency certificate

LLQP

CFP; CLU designations

Tools

CRM systems

Conquest planning software

Dataphile

banking systems

Microsoft Teams

Job description

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.

As the Segregated Fund Specialist, you will complete new applications, maintain existing, and complete estates for insured investment products including but not limited to segregated funds, annuities, and guaranteed investment accounts. These transactions will be through referrals primarily from the Wealth Planning team. The specialist will be a resource for members that work directly with Investment Advisors (IAs) and will help with closing referrals for insured investments that may go to IAs.

This is a hybrid role with the potential for meetings to take place in person or by video conference. The successful candidate must attend multiple locations within a specific market on a regular basis.

What You Do

• Complete applications for new insured investment contracts.
• Respond quickly to IAs for setting up new contracts either virtually or in person.
• Complete looped feedback with referrers.
• Assist in estate planning for members through IA collaboration.
• Provide regular educational updates to the Wealth Planning team.
• Utilize customer relationship manager (CRM) to ensure member information is up to date.
• Maintain existing insured investment contracts.
• Complete financial updates for members with existing contracts.
• Assist IAs with review meetings.
• Ensure documents are all filed appropriately.
• Complete estate requirements of insured investment.
• Be available to assist in completing estates for existing contracts.
• Some estates may need to be done in person, and some may be remote.
• Complete all requirements and attempt to retain estate proceeds with Prospera.
• Facilitate referrals from other Prospera business units.
• Refer clients with additional needs back to Prospera business lines.

What You Bring

• High school diploma or equivalency certificate
• Life License Qualification Program (LLQP)
• A minimum of 2-5 years in a financial advisor role
• Must be registered or registrable as an insurance representative. Designation/License/Certification considered an asset: Certified Financial Planner (CFP); and/or Chartered Life Underwriter (CLU)
• Organization skills
• Presentation skills
• Sales skills
• Working knowledge of CRMs, Conquest planning software, Dataphile, banking systems, and Microsoft Teams.

Compensation

• Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually.
• The fixed salary for this role is $75,000.

Benefits & Wellbeing

• 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

We believe you belong here. If you require accommodation at any stage of the hiring process, please contact [e-mail]. All requests are handled with respect and confidentiality.

Disclaimer

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.