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Added 5 mins ago
Retail Manager - Whistler
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$56,000 to $69,900 CAD / year
Full-time
We Currently Have Three Department Manager Opportunities Available
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Prospera Credit Union

Relationship Manager (On Site) 12 Month term

Chilliwack, BC, V2R 4E8, Canada

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: Sep 22, 2026

Apply About employer

Applications open in a new tab.

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.

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

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.

Apply About employer

More about this job

Responsibilities

Manage and grow a portfolio of member relationships by providing holistic financial advice on investments, lending, and banking. Collaborate with internal specialists to meet complex financial needs while maintaining accurate documentation and regulatory compliance.

Requirements

Requires 3+ years of experience in financial services with at least 1 year in an advisory role. A Mutual Funds licence is mandatory, along with experience in mortgage lending and strong relationship-building skills.

Skills

Financial services
Advisory
Mortgage lending
Mutual funds
Financial acumen
Relationship building
Communication skills
Technology proficiency
Regulatory compliance
Portfolio management
Holistic financial advice

Benefits

Flexible Benefits Program
Vacation time
Personal time
Wellness time
Vacation Bonus Days
Professional development

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Relationship Management
Mutual Funds
Mortgage Lending
Banking
Financial Advice
Regulatory Standards
Compliance
Portfolio Management
Investment
Credit Union
Customer Service
Financial Acumen
Professional Development

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