Member Relationship Manager at Prospera

Join Prospera as a Member Relationship Manager in Coquitlam, BC. Build and manage member portfolios with personalized financial advice and support their banking needs.
At Prospera, you will manage a diverse range of member relationships, providing holistic financial advice that covers investments, lending, and everyday banking services. With over three years of experience in financial services and one year in an advisory role, you will proactively identify opportunities while collaborating with internal specialists. Ensuring compliance and maintaining accurate documentation is essential in this role.
Key Responsibilities:
• Manage and grow portfolios with personalized advice
• Deliver financial advice across diverse products
• Identify opportunities and manage your outreach pipeline
• Collaborate with specialists for complex needs
• Ensure compliance and accurate documentation
Requirements:
• 3+ years in financial services
• 1+ year in advisory role
• M...