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Added 38 mins ago
NB
Senior Manager Onboarding
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Manager, Onboarding in the National Bank Trust team at National Bank means acting as a strategic integration lead for complex client and portfolio manager lifecycle…
Added 38 mins ago
T
Merchandise Processing Team Member - North Bay (Full-Time)
Talize
North Bay, ON
- $17.95 CAD / hour
- Full-time
Who You Are – A Behind-the-Scenes Difference Maker for Great Customer Finds
Added 1 hour ago
W
Associate - Economic Substance
Waystone
Waterloo, ON
- Full-time
Assist with the onboarding of new engagements across various product lines and ensure the process is completed in an efficient manner.
Added 3 hours ago
CP
restaurant manager
Cosmic Pizza & Donair
AB · Edmonton, AB
- Full-time
Offers flexible onboarding options to allow Veterans to gradually adapt to the civilian workplace (for example: gradually increasing hours and responsibilities, etc.)
Added 3 hours ago
SA
Assistant Restaurant Manager
SSP America
Richmond, BC
- Full-time
We’re looking for an Assistant Restaurant Manager who thrives in high-volume environments, leads from the floor, and partners closely with both the Restaurant General Manager and Kitchen…
Added 3 hours ago
SA
Assistant Restaurant Manager
SSP America
Richmond, BC
- Full-time
We’re looking for an Assistant Restaurant Manager who thrives in high-volume environments, leads from the floor, and partners closely with both the Restaurant General Manager and Kitchen…
Added 5 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…administration, benefits, learning and development, administration, onboarding, offboarding, Human Resources operations, policy application, employee experience and…
Added 5 hours ago
RD
Technical Customer Success Manager
Redpanda Data
Canada
- Full-time
Lead technical onboarding and adoption, from architecture review through production go-live, against a customer-agreed success plan and timeline
Added 6 hours ago
PG
Retail Store Manager | Pakenham
Petstock Group
Pakenham, ON
- Full-time
Take on the role of Store Manager at Petstock and lead a passionate team in delivering the world-class customer service we're known for, playing a key role in the success of the Petstock…
Added 6 hours ago
T
Customer Experience Associate (Cantonese and/or Mandarin Language Skills an Asset)
TD
Markham, ON
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 6 hours ago
D
AI Deployment Strategist
Didero
Toronto, ON
- Full-time
We're looking for someone with the instincts of a strong project manager: someone who can walk into a customer's messy process, dig into the details, map it out precisely, and run a tight,…
Added 6 hours ago
D
Senior AI Deployment Strategist
Didero
Toronto, ON
- Full-time
We're looking for someone with the instincts of a strong project manager: someone who can walk into a customer's messy process, dig into the details, map it out precisely, and run a tight,…
Added 6 hours ago
Vendor Manager, Canada Hardlines
Amazon
Toronto, ON
…decisions; and the ability to drive significant impact to the customer…
Added 7 hours ago
TH
Analyste r°approvisionnement
The Home Depot Canada
Toronto, ON
- Full-time
Coach and support new team members during associate onboarding
Added 7 hours ago
TH
Replenishment Analyst
The Home Depot Canada
Toronto, ON
- Full-time
Coach and support new team members during associate onboarding
Added 7 hours ago
VC
Customer Success Representative
Valsoft Corporation
Remote, Canada
- $60,000 to $70,000 CAD / year
- Full-time
- Remote
…voice inside Asteris, and report to Jamie Phippen, Head of Customer…
Added 8 hours ago
D
Operations Manager (Labels)
DCM
Brampton, ON
- $93,755 to $117,194 CAD / year
- Full-time
As an Operations Manager (Labels), you’ll lead day-to-day operations to keep production safe, efficient, and productive. You’ll manage the Scheduling, Press, Rewinding, and Receiving teams,…
Added 9 hours ago
T
Personal Banking Associate Trainee (Mandarin or Cantonese Language Skills an asset)
TD
Richmond, BC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 hours ago
T
Customer Experience Associate - Spanish Language Skills an Asset
TD
Burnaby, BC
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 hours ago
Key Holder - Jo Malone London - Parttime - Metropolis at Metrotown - Burnaby BC
Estée Lauder Companies
Burnaby, BC
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 9 hours ago
A
Senior Manager - Flights Marketing (Bangkok-based, relocation provided)
Agoda
Vancouver, BC
- Full-time
Lead, mentor, and develop a team of analysts and managers; participate in hiring and onboarding new team members.
Added 10 hours ago
BS
Junior Account Manager – Events Industry | Full Training Provided
Business Show Media Ltd
Toronto, ON
- Full-time
Business Show Media is looking for an organised, personable and commercially minded individual to join our Toronto team as a Junior Account Manager.
Added 10 hours ago
P
Fraud Prevention Manager
Punt
Vancouver, BC
- Full-time
We are looking for a Fraud Prevention Manager to lead our Fraud Prevention, Compliance and Chargeback Dispute team within the Payments, Fraud Prevention and Compliance department, based in…
Added 10 hours ago
CR
Culinary Manager
COGIR Real Estate
Oakville, ON
- Full-time
Embrace the role of Culinary Manager and become a values-driven leader adept at managing our culinary and dining department. Your flair for creativity and culinary expertise will come to…
Added 10 hours ago
PL
Connection Centre Supervisor
Pomeroy Lodging
Calgary, AB
- Full-time
Based at the Pomeroy Lodging Corporate Office in downtown Calgary and reporting to the Connection Centre Manager, you’ll support a team serving guests across Yora Nordic Spa locations.

Prospera Credit Union

Wealth Planning Assistant

New Westminster, BC, V3L 3C5, Canada

Part-time

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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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