Relationship Manager at Prospera Surrey

Drive member success as a Relationship Manager at Prospera in Surrey, BC. This in-office position emphasizes personalized financial guidance and robust relationship management.
As a crucial part of the financial services team, you will provide tailored advice in lending, banking, and investments. Your expertise will enable you to cultivate member relationships and address their complex financial needs. This role requires a strong commitment to compliance and fostering a collaborative work environment.
Key Responsibilities:
• Develop and nurture member relationships for growth
• Provide tailored financial advice in multiple areas
• Proactively identify and manage your relationship pipeline
• Collaborate with specialists for financial solutions
• Maintain compliance and documentation standards
Requirements:
• 3+ years in financial services with advisory experience
• Knowledge of mortgage lending and mutual funds
• Mandatory mutual funds license
• Stron...