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Added 4 mins ago
RB
Senior Manager – Disclosure Transformation & Controls
Royal Bank of Canada
Toronto, ON
- Full-time
The Senior Manager of Document and Disclosures Strategy & Control Development leads the design, implementation, and governance of PBI's document management and disclosure control framework.…
Added 5 mins ago
A
Architectural Project Coordinator
AECOM
Ottawa, ON
- $65,000 to $85,000 CAD / year
- Full-time
…project stakeholders and documentation, assisting with project controls and reporting, and helping to ensure projects are delivered in accordance with contractual requirements, client…
Added 18 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 18 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 18 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 18 mins ago
DG
Senior Accountant
Dilawri Group of Companies
Vancouver, BC
- Full-time
…Accountant to join our team. Reporting to the Controller/Accounting Manager, this role is responsible for full‑cycle accounting activities that support accurate financial reporting,…
Added 18 mins ago
W
Senior Manager, Pricing
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- Full-time
The Senior Manager, Pricing ensures consistency in promotional and event planning, execution, and auditing processes, contributing to the development of technology solutions that enhance…
Added 18 mins ago
TH
Payroll Supervisor
The Health Employers Association of BC
Vancouver, BC
- Full-time
Oversees the administration and disbursement of bursary and stipend payments, ensuring compliance with program requirements, financial controls, and reporting obligations.
Added 34 mins ago
FB
Senior Project Manager
Forbes Bros. Group of Companies
Saskatoon, SK
- Full-time
Oversee schedules, performance measures, forecasting, and project controls, lead recovery planning when required, and review and approve internal and client reporting.
Added 34 mins ago
R
Senior Manager – Disclosure Transformation & Controls
RBC
Toronto, ON
- Full-time
The Senior Manager of Document and Disclosures Strategy & Control Development leads the design, implementation, and governance of PBI's document management and disclosure control framework.…
Added 34 mins ago
CO
Wastewater Treatment Operator - Class II, III & IV
City of Windsor
Windsor, ON
- Full-time
Reporting through the Chief Wastewater Treatment Operator to the Plant Manager and/or Designate, this position:
Added 49 mins ago
B
Manager / Senior Manager (KYC) (CONTRACT)
Broadridge
Markham, ON · Toronto, ON
- Full-time
Broadridge is Growing. We are seeking a Manager / Senior Manager to lead Business-as-Usual (BAU) Know Your Customer (KYC) operations. The successful candidate will oversee KYC…
Added 49 mins ago
B
Manager / Senior Manager – Sanctions Operations (CONTRACT)
Broadridge
Markham, ON · Toronto, ON
- Full-time
Broadridge is Growing. We are seeking a Manager / Senior Manager to lead sanctions-screening operations. The successful candidate will oversee the review and resolution of sanctions alerts…
Added 49 mins ago
Manager, Executive Issues and Coordination
Government of Alberta
AB
Job Title: Manager, Executive Issues and Coordination
Added 49 mins ago
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Environmental & Social Impact Assessment Operations Team Lead
SLR Consulting
Guelph, ON
- Full-time
Manages performance proactively, addressing issues promptly and constructively with the support of the Practice Manager/Practice Leader.
Added 49 mins ago
AG
Finance and Administration Manager
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- Full-time
Maintain financial policies, internal controls and administrative procedures.
Added 49 mins ago
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Senior Cloud Engineer
goeasy Ltd.
Mississauga, ON
- Full-time
Internal Applicants: please apply through the link and provide written endorsement from your current manager.
Added 1 hour ago
PC
Wealth Planning Assistant
Prospera Credit Union
New Westminster, BC
- Part-time
Mitigate risk of loss by maintaining timely, effective controls and follow up.
Added 1 hour ago
A
Senior Environmental Scientist - Whitehorse
AECOM
Whitehorse, YT
- $175,000 to $230,000 CAD / year
- Full-time
AECOM is seeking an experienced Senior Environmental Scientist/Project Manager to join our growing Western Canada remediation team in Whitehorse, Yukon. Reporting to the Faro Mine Project…
Added 1 hour ago
IB
Customer Experience Leader
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- From $16 CAD / hour
- Full-time
Maintains customer service areas, payment desks, and cash office processes, ensuring compliance with cash handling procedures, operational controls, and company standards.
Added 1 hour ago
Senior Financial Officer, FMS Support Services
First Nations Financial Management Board
Ottawa, ON
Assist clients with budgeting, financial planning, internal controls, policies, procedures, and day-to-day financial operations.
Added 1 hour ago
Senior Financial Officer, FMS Support Services
First Nations Financial Management Board
Vancouver, BC
Assist clients with budgeting, financial planning, internal controls, policies, procedures, and day-to-day financial operations.
Added 1 hour ago
Senior Financial Officer, FMS Support Services
First Nations Financial Management Board
BC · West Vancouver, BC
Assist clients with budgeting, financial planning, internal controls, policies, procedures, and day-to-day financial operations.
Added 1 hour ago
Senior Financial Officer, FMS Support Services
First Nations Financial Management Board
Winnipeg, MB
Assist clients with budgeting, financial planning, internal controls, policies, procedures, and day-to-day financial operations.
Added 1 hour ago
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Software Engineer II
TD
Toronto, ON
- Full-time
Adhere to enterprise frameworks, methodologies and controls related to software engineering activities.

Prospera Credit Union

Wealth Planning Assistant

New Westminster, BC, V3L 3C5, Canada

Part-time

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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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