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Added 43 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 59 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…for the City of Saint John. Housed within the Development and Community Services area of the City of Saint John and under the direct supervision of the Growth Manager, the Growth…
Added 59 mins ago
C
Finance & Administration Manager [Fredericton Playhouse Inc. | Hawkes Centre for the Arts]
CareerBeacon
Fredericton, NB
- $61,901 to $80,473 CAD / year
- Full-time
…for our region, and we're seeking a Finance & Administration Manager to help support the organization through this period of growth and…
Added 1 hour ago
FL
Manager, Business Valuations
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- Full-time
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Added 1 hour ago
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Added 1 hour ago
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- Full-time
…excellence. The Brand Advocate reports directly to the National Field…
Added 2 hours ago
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Assistant Store Manager - West Edmonton Mall
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AB · Edmonton, AB
- $55,000 to $60,000 CAD / year
- Full-time
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Added 2 hours ago
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Added 2 hours ago
Overnight Shift Manager
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Calgary, AB
Participating in local events that positively impact your community
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- Part-time
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Added 3 hours ago
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Warman, SK
- Part-time
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Added 3 hours ago
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Planner, Strategic Sales Merchandise Planning
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- Full-time
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Added 3 hours ago
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Added 4 hours ago
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Added 5 hours ago
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Assistant Store Manager Fresh Full Time Day
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Added 5 hours ago
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Parts Lead
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Added 6 hours ago
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Warman, SK
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Added 6 hours ago
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Added 6 hours ago
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Part-time FOH Team Member - Front/Spadina (The Well)
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Added 6 hours ago
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COMBO - Co-Manager - Tsawwassen Mills
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- Full-time
Reporting to the Store Manager, your main focus as Co-Manager is to promote a positive omni channel shopping experience, build loyal client relationships and produce outstanding business…
Added 6 hours ago
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COMBO - Team Leader PT - Tsawwassen Mills
Groupe Dynamite, Inc Garage
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- Part-time
…everyone can feel fearless. With stores across North America and a community that’s always growing, we’re looking for team players who want to make their mark. If you’re ready to bring the…

Prospera Credit Union

Relationship Manager Lead

Vancouver, BC, V6H 3J8, Canada

The salary for this role is $54,000 to $67,500.00. · Full-time

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Job details

Pay: The salary for this role is $54,000 to $67,500.00.
Job type: Full-time
Experience: 3+ years of experience in financial services, including 1+ year in an advisory role
Posting language: English
Posted: Oct 14, 2026

Original job description

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.

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 a Relationship Manager Lead, you will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet complex member financial needs. The RML works to expand relationships beyond the individual member to member households – supporting the transfer of wealth and financial health of the next generation. They also will provide reciprocal support to line of business team members and provides omni-channel back up support to MXS, MSC, and AC management roles.

This role requires availability Monday- Friday.

What you do

Manage and grow a portfolio of member relationships through personalized, holistic advice
Deliver holistic financial advice across investments, lending, protection, and everyday banking
Proactively identify opportunities and manage your pipeline through ongoing outreach
Collaborate with internal specialists to support complex financial needs
Maintain accurate documentation while meeting compliance and regulatory standards
Contribute to a positive and collaborative Advice Centre environment
Support the execution of cash-related and other operational tasks on a daily, weekly, monthly, quarterly, and yearly basis.
Assist in the supervision of compliance and audit responsibilities, including the management of ATM, night deposit processes, postdated and pending file management, cash and negotiable balancing.
Help drive outcomes through leadership in campaign management and reporting.
Provides back-up support for other advice center roles as needed.

What you bring

3+ years of experience in financial services, including 1+ year in an advisory role
Experience with mortgage lending and mutual funds
Mutual Funds licence (required)
Strong financial acumen and relationship‑building skills
Excellent communication skills and comfort with technology
A genuine passion for helping members succeed

Compensation

Prospera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually.
The salary for this role is $54,000 to $67,500.00. The final offer will be based on the successful candidate’s knowledge, experience, and internal equity.

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 recruitment@prospera.ca. All requests are handled with respect and confidentiality.

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.

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More about this job

Responsibilities

Manage and grow member relationships by providing holistic financial advice across investments, lending, protection, and everyday banking, while proactively identifying opportunities and coordinating with internal specialists. Support advice centre operations, compliance and audit activities, campaign reporting, and backup coverage for other roles.

Requirements

Candidates need at least three years of financial services experience, including at least one year in an advisory role, along with mortgage lending and mutual funds experience. A mutual funds licence is required, as are strong financial acumen, relationship-building, communication, and technology skills.

Skills

Financial Advice
Relationship Management
Portfolio Management
Pipeline Management
Proactive Outreach
Mortgage Lending
Mutual Funds
Financial Acumen
Member Engagement
Communication
Technology Proficiency
Compliance
Audit Support
Campaign Management
Cash Operations
Leadership

Benefits

Flexible Benefits Program
Vacation Time
Personal Time
Wellness Time
Vacation Bonus Days
Professional Development
Supportive Collaborative Work Environment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Credit Union
Relationship Management
Holistic Financial Advice
Investments
Mortgage Lending
Mutual Funds
Mutual Funds Licence
Everyday Banking
Financial Protection
Member Relationships
Household Wealth Transfer
Pipeline Management
Proactive Outreach
Internal Specialists
Compliance
Regulatory Standards
Audit Responsibilities
ATM Management
Night Deposits
Cash Balancing
Negotiable Instruments
Campaign Management
Reporting
Advice Centre Operations
Omni-Channel Support

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