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Added 13 mins ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 13 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…while delivering a broad range of human resources programs, services, and initiatives. The Human Resources Generalist serves as a trusted resource for administration, benefits, learning and…
Added 13 mins ago
SH
Clerk 3 - Diagnostic Imaging - Radiology Support Services - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…
Added 13 mins ago
SH
Clinical Resource Nurse - Charge Nurse
Shared Health-Soins Communs
Swan River, MB
- Full-time
Under the general supervision of the Client Care Coordinator and/or Care Team Manager, and while demonstrating a commitment to the vision, mission, values and strategic priorities of…
Added 13 mins ago
SH
Clinical Resource Nurse - Charge Nurse
Shared Health-Soins Communs
Neepawa, MB
- Full-time
Under the general supervision of the Health Service Manager and/or Director, and while demonstrating a commitment to the vision, mission, values and strategic priorities of Prairie Mountain…
Added 13 mins ago
SH
Administrative Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 13 mins ago
FH
Reservations Experience Manager
Fairmont Hotels & Resorts
Banff, AB
- Full-time
…Working closely with Revenue Management, Sales, Conference Services and hotel operations, the Reservations Experience Manager ensures guest expectations are understood, accurately…
Added 13 mins ago
SH
Cook I
Shared Health-Soins Communs
Brandon, MB
- Full-time
Under the direction of the Nutrition Services Supervisor and/or Manager, the Cook I is responsible for performing the following activities according to related policies and procedures and…
Added 13 mins ago
SH
Cook I (Addictions Services)
Shared Health-Soins Communs
Ste. Rose du Lac, MB
- Full-time
Department / Unit: Addictions Services - Willard Monson House
Added 13 mins ago
AC
Food Services Manager - Camp Brigadoon
Aramark Canada
Aylesford, NS
- Full-time
Must have own transportation to camp
Added 13 mins ago
SH
Cook I
Shared Health-Soins Communs
Rivers, MB
- Internship
Under the direction of the Nutrition Services Supervisor and/or Manager, the Cook I is responsible for performing the following activities according to related policies and procedures and…
Added 13 mins ago
IR
Social Worker, Indigenous Health
Interlake-Eastern Regional Health Authority
Powerview-Pine Falls, MB · Pine Falls, MB
- Full-time
Must have the ability to communicate effectively both verbally and in writing with professional and nonprofessional staff, patients and their families · Must possess computer skills including Microsoft Office applications
Added 13 mins ago
SH
Registered Nurse (N2) - Labour Delivery Recovery
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Current CRNM registration required
Added 13 mins ago
MI
CN - Director, Strategic Business Development
MSC Industrial Supply Co.
Mississauga, ON
- Full-time
…and maintenance, repair, and operations (MRO), products and services. We offer more than 2 million products and have over 80 years of experience across dozens of industries. We aim to…
Added 13 mins ago
SH
General Duty Nurse (N2) - Thoracic Clinic
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Must have EKG certification or be able to obtain it within three months of employment
Added 13 mins ago
SH
General Duty Nurse (N2) - PACU
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…
Added 13 mins ago
DG
Electrical & Instrumentation Estimator
DCM Group Inc.
Sherwood Park, AB
- Full-time
…specializing in industrial construction, maintenance, and turnaround services in the oil & gas, energy, petrochemical, industrial processing, and infrastructure industries. With a…
Added 13 mins ago
SH
Clerk 3 - Diagnostic Imaging - Radiology Support Services
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…
Added 13 mins ago
SH
General Duty Nurse (N2) - PACU
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…
Added 13 mins ago
IR
Physiotherapist - Pain Clinic
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Under the direction of the Outpatient Clinic Program Manager, the Pain Management Clinic Physiotherapist serves as an integral member of the Pain Clinic Interdisciplinary Team and is…
Added 13 mins ago
SH
Nurse 2/Registered Psychiatric Nurse - Adult Inpatient Unit Psychiatry - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Current CRNM/CRPN registration required
Added 13 mins ago
SH
Clerk 3 - Diagnostic Imaging - Radiology Support Services
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…
Added 14 mins ago
Clerk 3 - Diagnostic Imaging - Radiology Support Services
Winnipeg Regional Health Authority
Winnipeg, MB
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…
Added 14 mins ago
General Duty Nurse (N2) - PACU
Winnipeg Regional Health Authority
Winnipeg, MB
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…
Added 14 mins ago
Clerk 3 - Diagnostic Imaging - Radiology Support Services
Winnipeg Regional Health Authority
Winnipeg, MB
Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba. The organization also delivers some…

Prospera Credit Union

Wealth Planning Assistant

New Westminster, BC, V3L 3C5, Canada

Part-time

Apply on recruiting.ultipro.ca 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.

Apply on recruiting.ultipro.ca About employer

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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Work requirements

Jobs in Canada