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Added 5 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Mission, BC
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 5 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Barrie, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 5 mins ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 5 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Thunder Bay, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 5 mins ago
SD
Specialist, Patient Care
Shoppers Drug Mart
Mississauga, ON
- Full-time
…collaboratively with other Patient Care Specialists and a Case Manager/Field Case Manager for a designated territory, dependent on the program. The superior end-to-end support provided by…
Added 5 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 5 mins ago
SD
Merchandiser, Hourly Part Time Evening
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 5 mins ago
Mine Planning Manager
Amrize
Mississauga, ON
The Resource and Mine Planning Manager will be responsible for accurately assessing and estimating Central Canada’s reserves and resources, ensuring annual reporting and filings meet SEC…
Added 5 mins ago
SC
Senior Project Manager - Northeast-Canada Market Unit
SAP Careers
Toronto, ON
- $190,000 to $240,000 CAD / year
- Full-time
…consensus across teams, vendors, and customers. A degree in business, technology, or a related field - or equivalent experience - supports your…
Added 5 mins ago
LA
Store Manager
Lordco Auto Parts
Armstrong, BC
- $65,000 to $75,000 CAD / year
- Full-time
…locations across Western Canada. As a family-owned and operated business since 1974, we are committed to creating a workplace where every team member feels valued, respected, and…
Added 5 mins ago
PL
YVR - Barista
Paradies Lagardère
Vancouver, BC
- Part-time
Exceed First Class Service standards and behavior with guests, business partners, and peers.
Added 5 mins ago
PL
YVR - PT Warehouse Associate
Paradies Lagardère
Vancouver, BC
- Part-time
POSITION REPORTS TO: Assistant or General Manager
Added 5 mins ago
LC
Apparel Assistant Department Manager Part Time Day
Loblaw Companies Limited
Edmonton, AB
- Part-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 20 mins ago
CC
Retail Area Manager
Canna Cabana
Calgary, AB
- Full-time
The Retail Area Manager shall provide leadership, direction, and accountability for our Retail Stores Team in a designated region. The ideal candidate is a leader in driving results through…
Added 20 mins ago
CC
Retail Shift Leader
Canna Cabana
Burlington, ON · Guelph Line, Burlington, ON
- $17.95 to $19.5 CAD / hour
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 20 mins ago
CC
Retail Shift Leader
Canna Cabana
Slave Lake, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 20 mins ago
GD
DYNAMITE - Assistant Manager - Carrefour de L'Estrie
Groupe Dynamite, Inc Garage
Sherbrooke, QC
- Full-time
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 20 mins ago
GD
GARAGE - Store Manager - Centre Eaton Montreal
Groupe Dynamite, Inc Garage
Montreal, QC
- Full-time
Reporting to the District Manager, your main focus as Store Manager is to promote a positive shopping experience and build loyal customer relationships. You produce outstanding business…
Added 35 mins ago
BL
Client Relations & Marketing Coordinator
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
…the Vancouver office. This position will report to the Senior Manager, Client Relations and Business…
Added 35 mins ago
FT
ML Engineer Manager, AI Conversation Platform
FDE Times
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Engineering Manager, AI Conversation Platform
Added 50 mins ago
Front Desk Representative (Casual)
Shiplake Properties
Toronto, ON
Assisting the General Manager with maintenance emergencies, coordinating resident events as required.
Added 50 mins ago
CM
Store Manager - Parksville
Choices Market
Parksville, BC
- Full-time
…quality driven leadership style. Alongside the Assistant Store Manager you will be responsible for team member hiring, development and administration, as well as ensuring the delivery of…
Added 50 mins ago
Product Specialist
Encore Auctions
London, ON
Availability to work on a full-time permanent basis from 7:00 am to 3:00 pm OR 7:00 am to 4:15 pm, Monday to Friday and mandated Saturday OT as business needs require
Added 1 hour ago
A
General Labour Technician (6-Month Contract)
ALS
Kamloops, BC · CAN - BC - Kamloops (Bowers Place)
- Full-time
Perform other duties as assigned by the manager or supervisor.
Added 1 hour ago
E
Dietary Aide -Part Time
Extendicare
Brantford, ON · LTC - Brierwood Gardens
- Part-time
Reporting to the Manager of Food Services, the Dietary Aide provides support to the set-up, preparation, serving and clean up associated with all meal services in the Residence/Home.

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.

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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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