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Added 13 mins ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 13 mins ago
AI
IBM FileNet Developer – IBM Content Navigator, Java/J2EE & Unix
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Vancouver, BC
- Full-time
The person will be responsible for IBM FileNet / Enterprise Content Management application development, enhancement, maintenance and production support activities.
Added 13 mins ago
TS
Associate – Front Office Quant Engineer
TD Securities
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 13 mins ago
PH
Training Lead, BC Health Workday
Provincial Health Services Authority
Burnaby, BC
- Temporary
Reporting to the Manager, Communications and Training, the Training Lead is an innovator, knowledge translator, facilitator and change agent responsible for developing and delivering…
Added 13 mins ago
AE
Information Technology General Supervisor
Agnico Eagle Mines Limited
Timmins, ON
- Full-time
Reporting to the Manager, IT Ontario Operations, you will be a part of the Information Technology Team! You will be responsible for the safe, secure, reliable and cost-effective delivery of…
Added 13 mins ago
C
Manager Labour Relations
CN
AB · Greater Edmonton Metropolitan Area
- Full-time
Collaborate across departments including HR, leadership, and Learning and Development to align labour relations with business goals and shape risk-reducing training programs.
Added 13 mins ago
TB
Manager, Fulfillment (TBS)
The Beer Store
Bolton, ON
- Full-time
We are currently searching for a Manager, Fulfillment (TBS), reporting to the Senior Manager, Supply Chain Planning. This vacancy is a full-time, permanent opportunity. The Manager,…
Added 13 mins ago
I
CPS Sourcing Category Manager
IBM
Toronto, ON
- $86,100 to $159,900 CAD / year
- Full-time
…efficiency, transparency, and smart decision-making across the business. Our teams provide the insight and discipline that guide strategy, ensure financial strength, and enable IBM to…
Added 13 mins ago
MI
Inventory Manager
Metro Inc.
Toronto, ON · Etobicoke, ON
- Full-time
The Inventory Manager controls the Grocery replenishment function for all banners for a selected group of vendors and is responsible for managing inventory valued at an average of…
Added 13 mins ago
C
Facilities Sr Manager (Fly in / out - 14 days rotation) - Temporary Contract
CBRE
Fort McMurray, AB
- Full-time
As a CBRE Facilities Sr. Manager, you will manage many functions of building operations and maintenance for a facility, campus, or portfolio of buildings.
Added 13 mins ago
C
Facilities Sr Manager (Fly in / out - 14 days rotation) - Temporary Contract
CBRE
Fort McMurray, AB
- Full-time
As a CBRE Facilities Sr. Manager, you will manage many functions of building operations and maintenance for a facility, campus, or portfolio of buildings.
Added 13 mins ago
VB
Credit and Collections Analyst
Vaco by Highspring
Waterloo, ON
- $65,000 to $70,000 CAD / year
- Full-time
Support the development and improvement of credit policies, procedures, and controls.
Added 13 mins ago
NF
SAP Clerk- FT
No Frills
Dartmouth, NS
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 13 mins ago
AI
IBM FileNet Developer
Apptoza Inc.
Vancouver, BC
- Full-time
The person will be responsible for IBM FileNet / Enterprise Content Management application development, enhancement, maintenance and production support. The role requires hands-on…
Added 13 mins ago
ND
Director of Marketing (Temporary)
Nest Designs
Vancouver, BC
- Full-time
This role represents a step up from Marketing Manager, shifting from hands-on campaign execution to strategic leadership, performance accountability, and team development, while remaining…
Added 13 mins ago
L
Global Ratings and Reviews Manager
lululemon
Vancouver, BC
- Full-time
…local relevance to improve find-ability, engagement, trust and business…
Added 13 mins ago
L
Senior Technical Program Manager - Engineering Chief of Staff
lululemon
Vancouver, BC
- Full-time
As a Senior Technical Program Manager, you will coordinate technology program delivery across multiple teams, managing dependencies and ensuring successful delivery of technical…
Added 13 mins ago
PH
Reporting Architect, BC Health Workday
Provincial Health Services Authority
Burnaby, BC
- Temporary
Reporting to the Manager of Reporting and Dashboards, the Reporting Architect is responsible for governing the technical architecture and solution design to ensure alignment with enterprise…
Added 13 mins ago
PH
Data Lead, BC Health Workday
Provincial Health Services Authority
Burnaby, BC
- Temporary
Reporting to the Manager, Integrations Architecture, the Data Lead is responsible for facilitating the end-to-end data migration process for Workday implementations for the BC Health…
Added 13 mins ago
JS
Team Lead - Talent Acquisition
JD Sports Canada
Vancouver, BC
- Full-time
…experience, working together to support our stores, strengthen our business, and bring the JD experience to life across…
Added 13 mins ago
SC
HRBP / HR Manager – People and Performance
SYSTRA Canada
Toronto, ON
- Full-time
The People & Performance Manager serves as the strategic HR Business Partner to the Project Director of Design Integration within the Project LRT Alliance, supporting a complex three-way…
Added 13 mins ago
AL
AltaGas - Digital Resource Specialist
AltaGas Ltd.
Calgary, AB
- Full-time
Reporting to the Manager, Portfolio Delivery Excellence and Governance, you will provide insight into resource capacity, demand, skills, and utilization to support portfolio planning and…
Added 13 mins ago
BC
Director, Head of Equity Derivatives Risk Engineering
BMO Capital Markets
Toronto, ON
- Full-time
Leadership - Manage and coach the team; set standards for agile delivery and test-driven development; raise the bar for engineering and design
Added 13 mins ago
BP
Credit Portfolio Manager, Project Finance
BNP Paribas
Montreal, QC
- Full-time
…ethical standards while addressing environmental, regional development, and social inclusion concerns. With over 1,700 employees in Montreal and Toronto, BNP Paribas in Canada strives to…
Added 13 mins ago
SO
Store Manager
Source Office Furniture & Systems Ltd.
Kelowna, BC
- Full-time
The Store Manager is responsible for leading the day-to-day operations of the store and creating an exceptional experience for both customers and employees. This includes overseeing opening…

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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