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Added 9 mins ago
WC
Full Time(CAN) Customer Service Manager
Walmart Canada
Charlottetown, PE
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 9 mins ago
BM
Child Care Attendant - Year-Round - Occasional
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
Ensuring all activities including lunch, rest time, outdoor play and ski lessons are being properly supervised.
Added 9 mins ago
CR
Bilingual Maintenance Manager (French & English)
COGIR Real Estate
Orleans, ON
- Full-time
…your passion? Does motivating a team and delivering superior customer service excite…
Added 9 mins ago
PS
Senior Security Analyst
PBC Solutions (Canada)
Victoria, BC
- Full-time
PBC Solutions is looking for a full-time Senior Security Analyst!
Added 10 mins ago
QP
Operations Supervisor
QuadReal Property Group
Vancouver, BC
- Full-time
…management are $98.5 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities globally for investments in equity and…
Added 10 mins ago
T
Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 10 mins ago
T
Relationship Manager
TD
Peterborough, ON · Oshawa, ON
- Full-time
The Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for…
Added 10 mins ago
T
Customer Experience Associate - Vaudreuil
TD
Vaudreuil-Dorion, QC
- 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 10 mins ago
T
Commercial Mortgage Group Associate
TD
Toronto, ON
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 10 mins ago
T
Customer Experience Associate - Cantonese Language Skills an Asset
TD
Vancouver, 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 10 mins ago
T
Senior Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 10 mins ago
MS
Part-Time Merchandise Manager
Michaels Stores
Winnipeg, MB
- Part-time
Store -WINNIPEG - SOUTHEAST, MBThe Merchandise Manager drives merchandising and operational execution, including truck processing, inventory routines, planogram sets, and visual standards.…
Added 25 mins ago
Technician
British Columbia Lottery Corporation
Kamloops, BC
…ensure we are leveraging our product to drive value for both our service providers and BCLC. Technicians collaborate and build trusting relationships with internal & external stakeholders.…
Added 39 mins ago
ES
Production Pharmacy Assistant - Express Scripts Canada
Express Scripts Canada
Mississauga, ON
- Full-time
Our Mississauga Pharmacy Location is seeking a Production Pharmacy Assistant that provides meaningful support at the right time to our members for better health and peace of mind.
Added 39 mins ago
CO
Customer Service Representative - Regular Part-Time
City of Oshawa
Oshawa, ON
- Part-time
Regular Full-Time Infrastructure Delivery Project Manager - City of Oshawa
Added 39 mins ago
CO
Regular Full-Time Supervisor, Cemetery Operations
City of Oshawa
Oshawa, ON
- Full-time
Regular Full-Time Infrastructure Delivery Project Manager - City of Oshawa
Added 39 mins ago
BO
Treasury Solutions Analyst
Bank of America
Toronto, ON
- Full-time
…performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our…
Added 39 mins ago
AI
Scale and Transportation Clerk
American Iron & Metal (AIM)
Baie-Comeau, QC
- Full-time
Reporting to the Site Manager, you will play an essential role in the department’s day-to-day operations. You will support the team with administrative tasks, planning, transportation…
Added 39 mins ago
WI
Spa Supervisor - The Wickaninnish Inn
Wickaninnish Inn
Ucluelet, BC
- Full-time
Previous experience of 1 year in another spa, or a full-service hotel, would be an asset.
Added 39 mins ago
FH
Golf Operations Opportunities - Spring/Summer 2027
Fairmont Hotels & Resorts
Banff, AB
- Temporary
Reservation Agent -provides exceptional service by assisting guests with tee time bookings, inquiries, and modifications while maximizing course occupancy. They ensure accuracy in all…
Added 39 mins ago
BO
Treasury Solutions Analyst
Bank of America
Calgary, AB
- Full-time
…performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our…
Added 39 mins ago
CS
Senior Manager, Replenishment Planning
Corby Spirit and Wine Limited
Windsor, ON
- Full-time
Service level, fill rate, on-time-in-full, and OOS results.
Added 39 mins ago
RL
Account Manager
Reverse Logistics Group (RLG)
Toronto, ON
- Full-time
The Account Manager will manage a large portfolio of client accounts to ensure compliance with EPR and environmental regulations while maintaining high levels of client satisfaction. This…
Added 39 mins ago
VC
Bilingual Account Manager (Manufacturing/Utilities industry)
Veriforce Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
3+ years of B2B account management, customer success with revenue ownership, or full-cycle sales experience - SaaS preferred
Added 39 mins ago
MC
Building Superintendent
Medallion Corporation
London, ON
- Full-time
…and experienced people in all aspects of Property Management, Customer Service, Development, and Construction, people who are committed to delivering the very best in the role that they…

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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