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Added 14 mins ago
CO
Manager, Development Engineering
City of Nanaimo
BC · British Columbia, Canada
- Full-time
Assistant Manager, Revenue Services - City of Nanaimo
Added 14 mins ago
VS
Administration Office Assistant (Part-Time) - Canterbury Place (2026-11051)
Verve Senior Living
Toronto, ON · North York, ON
- Part-time
Our Receptionists are the heart of our community – they are our guest experience ambassadors! Welcoming guests into our community with a smile, and setting the tone for their experience,…
Added 14 mins ago
SH
Nursing Assistant - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Working as part of a multidisciplinary team under the supervision of the Manager Health Services or Nurse in Charge, the incumbent:
Added 14 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Quebec, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 14 mins ago
SC
Administrative Assistant (2 Positions)
Sheridan College
Oakville, ON
- Full-time
Reporting to the Manager, Executive Administration & Assistant Secretary to the Board of Governors, the Administrative Assistant is responsible for providing comprehensive administrative…
Added 14 mins ago
LD
Pharmacy Assistant - Part Time
London Drugs Limited
Victoria, BC
- $18.25 to $22.09 CAD / hour
- Part-time
- Other
London Drugs means many things to many people. As a London Drugs Pharmacy Assistant, it means a community-oriented working environment that fosters professional excellence. Pharmacy…
Added 43 mins ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Conception Bay South, NL
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 43 mins ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Oakville, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 43 mins ago
LV
INTERM ASSISTANT MANAGER-EN
La Vie En Rose
Rouyn-Noranda, QC
- Full-time
Being part of a family-owned business committed to the community
Added 43 mins ago
LJ
#2026-OSM40-Outreach Support Mentor
Life's Journey Inc.
Brandon, MB
- Full-time
…Outreach Support Mentors, Case Workers, Clinical Case Managers, Assistant Coordinator, Outreach Coordinator and Program Manager. In addition to the Outreach Team, the Outreach Support…
Added 43 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Saskatoon, SK
- Full-time
Being part of a family-owned business committed to the community
Added 43 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Abbotsford, BC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 43 mins ago
UO
Billing Analyst, U of C Medical Group
University of Calgary
Calgary, AB
- Full-time
Completion of Medical Office Assistant Certification or any post secondary certification in a medical field
Added 43 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Burlington, ON
- Full-time
Being part of a family-owned business committed to the community
Added 43 mins ago
UO
Communications Specialist, Office of the VP (Finance and Services) and CFO
University of Calgary
Calgary, AB
- Full-time
Reporting to the Senior Manager, Operations, the position is responsible for developing and implementing communications and marketing strategies that promote portfolio priorities, projects,…
Added 43 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Montreal, QC
- Full-time
Being part of a family-owned business committed to the community
Added 43 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 43 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Calgary, AB
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 43 mins ago
LJ
#2026-OSM41 - Outreach Support Mentor
Life's Journey Inc.
Winnipeg, MB
- Full-time
…Outreach Support Mentors, Case Workers, Clinical Case Managers, Assistant Coordinator, Outreach Coordinator and Program Manager. In addition to the Outreach Team or Spectrum Connections…
Added 43 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Vancouver, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 43 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Salmon Arm, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 58 mins ago
BP
Threat Prevention & Security Platforms Lead
BC Pensions
Victoria, BC
- Full-time
Reports to: Assistant Director, Cyber Security
Added 58 mins ago
TS
Assistant Manager, Community Residential Facility
The Salvation Army Canada and Bermuda Territory
Victoria, BC
- Full-time
The Assistant Manager, Community Residential Facility (CRF) provides employee supervision and oversight within the Program Department to ensure staff and management have the resources…
Added 1 hour ago
YU
People Services Support Assistant
York University
Toronto, ON
- Contract
The People Services Support Assistant provides payroll administrative support and handles entry-level employment lifecycle transactions from hire to termination, for the Payroll department…
Added 1 hour ago
NH
PRIMARY CARE ASSISTANT
Northern Health - BC
Quesnel, BC
- Full-time
…priorities of Northern Health, and under the general supervision of Manager or designate, the Primary Care Assistant functions as a member of the interprofessional team. As an integral…

Prospera Credit Union

Wealth Planning Assistant

New Westminster, BC, V3L 3C5, Canada

Part-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Part-time
Experience: 2 years’ experience in financial services, preferably with wealth experience, including a thorough understanding of financial products and services.
Posting language: English
Posted: Nov 5, 2026

Original job description

TEAM LOCAL is hiring

Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

We are currently seeking a Wealth Planning Assistant for our New Westminster Advice Centre. You will be responsible for providing support to our Investment Advisors (IAs) and wealth customers, primarily assisting the IAs with their day-to-day administration and sales and service activities efficiently and effectively. The Wealth Planning Assistant assists with completing all sales and identifying additional opportunities to refer wealth customers to other lines of business at Prospera.

What you’ll do:

Respond to and carry out customer requests and inquiries, particularly those of an administrative nature (EFT requests, account inquiries, meeting requests etc.).
Client meeting preparation: preparing applicable statements/paperwork/onboarding documents, customer reminders (including materials to bring to meeting), post meeting duties, follow-up and procedures per referral/onboarding service matrix.
Comprehensive knowledge and execution of CSI policies and procedures: daily review of client accounts, transactions, debits/cash balances, trades, and process trades with written instructions from Investment Advisor.
Thorough knowledge of Client Relationship Management tools and reports.
Assist with customer segmentation and service matrix.
Knowledge of insurance products and service administration, segregated fund administration.
Ensure all corporate policies, procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and members (i.e. compliance, money laundering, privacy, etc.
Mitigate risk of loss by maintaining timely, effective controls and follow up.
Actively participate in Branch Sales and Service related meetings.
Provide support to team members, Manager, retail employees and partners.

What you bring:

2 years’ experience in financial services, preferably with wealth experience, including a thorough understanding of financial products and services.
Nice to have: Completion of Canadian Securities Course (CSC), Completion of Conduct & Practices Handbook (CPH), IIROC registration.
Effective verbal and written communication skills.
Ability to anticipate needs of and provide superior service to customers and IAs.
Team-oriented with excellent relationship building and interpersonal skills.
Exceptional attention to detail and task prioritization.
Critical thinking, resourcefulness and problem-solving skills.
Willingness and ability to work independently.
Knowledge of industry, products and services.

What We Offer:

Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our expected starting pay rate for this role is $23.58/hour to $29.33/hour based on the successful candidate’s knowledge, experience and internal equity.
Flexible Work Program for some of our roles – ask us!
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, Wellness and “Prosperian” Days – paid time off to support your overall well-being.
Professional development – come grow your career and develop your skills.
A supportive, collaborative work environment- we’re proud to be a Great Place to Work certified organization.

Please Note: The successful candidate will be required to complete a background check which include criminal, credit, and reference checks. If you require accommodation during any part of the recruitment process, please let us know.

Diversity, Equity & Inclusive Hiring Process

At Prospera, together, 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 to ensure every employee feels valued and empowered. We follow a fair and equitable hiring process to ensure all candidates are considered 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.

At Prospera, we believe you belong here. We’re committed to ensuring an accessible and obstacle-free hiring process. If you need accommodations at any stage, contact talentattraction@prospera.ca. All requests are handled with respect and confidentiality.

Apply About employer

More about this job

Responsibilities

The Wealth Planning Assistant provides administrative and sales support to Investment Advisors, including client meeting preparation and account management. They are responsible for ensuring compliance with corporate policies and regulatory requirements while identifying opportunities to refer wealth customers to other business lines.

Requirements

Candidates should have at least 2 years of experience in financial services, preferably within a wealth management context. Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is considered an asset.

Skills

Financial services
Wealth management
Administrative support
Sales and service
Investment advisor support
Compliance
Risk mitigation
Communication skills
Interpersonal skills
Attention to detail
Task prioritization
Critical thinking
Problem-solving
Insurance products
Segregated fund administration

Benefits

Flexible work program
Flexible benefits program
Paid vacation
Wellness days
Professional development

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Investment Advisor
Credit Union
Financial Products
CSI Policies
CRM
EFT
Compliance
Money Laundering
Privacy
CSC
CPH
IIROC
Segregated Funds
Insurance Products
Account Administration
Sales Support
Customer Service
Financial Services

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