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Added 23 mins ago
IT Infrastructure Manager
Affinity Credit Union
Estevan, SK · Regina, SK · Saskatoon, SK
We’re looking for an IT Infrastructure Manager to oversee Affinity’s enterprise systems. In this role, you will lead core infrastructure operations, drive strategic improvements, support…
Added 23 mins ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
North Vancouver, BC
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 53 mins ago
LH
Job Title Coordinator
Lookout Housing + Health Society
New Westminster, BC
- Full-time
…shelter, and outreach programs. Under the direction of the Program Manager, this position provides operational oversight to ensure clientele receive pertinent services while supporting the…
Added 53 mins ago
MA
Marsh Human Resources Manager
Marsh Agency
Toronto, ON
- Full-time
…including and not limited to performance management, colleague development, employee relations, succession planning, absence/leave management, change management, organizational…
Added 53 mins ago
AU
Account Manager
Allied Universal
AB · Edmonton, AB
- $24 CAD / hour
- Full-time
Allied Universal is seeking an experienced Account Manager - Full-Time in Acheson, AB As an Account Manager at Allied Universal®, the Account Manager job is accountable for day-to-day…
Added 53 mins ago
H
Manager Financial Planning Capital
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
Job Description: The Manager, Capital Accounting, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…
Added 53 mins ago
General Duty Nurse (N2) - Women's Float Team
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 53 mins ago
Registered Psychiatric Nurse/Registered Nurse (N2) - MH PX2 West
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 53 mins ago
Nurse 2 - 3rd Floor Special Care Unit
Winnipeg Regional Health Authority
Winnipeg, MB
Directly accountable to the Manager, Health Services, the Registered Nurse provides registered nursing services for patient/residents, including those with complex and unpredictable health…
Added 53 mins ago
Nurse 2 - Urgent Care - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 53 mins ago
Social Worker (BSW)
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 53 mins ago
General Duty Nurse (N2) - Antepartum Gynecology
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 53 mins ago
General Duty Nurse (N2) - Child Health - NICU LNG CALL RLF
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 53 mins ago
General Duty Nurse (N2) - Child Health - NICU LNG CALL RLF
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 53 mins ago
General Duty Nurse (N2) - Gastroenterology Clinic
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 53 mins ago
Nurse 2 - Adult/Pediatrics Nursing Respite
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager, Health Services and while demonstrating a commitment to the mission, vision and values of the WRHA, the Registered Nurse (RN) provides nursing…
Added 53 mins ago
Unit Clerk - Ambulatory Care
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 53 mins ago
General Duty Nurse (N2) - Medicine - Respiratory/General Neurology
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 1 hour ago
L
Technical Sales Manager - Southeast Asia
Lallemand
Rivière-à-Pierre, QC · Rivière-à-à-Pierre, QC
- Full-time
Lallemand Biofuels & Distilled Spirits (LBDS) is looking for a Technical Sales Manager to drive profitable growth and strengthen customer relationships across Southeast Asia, with a…
Added 1 hour ago
WS
Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor
Workers' Safety & Compensation Commission of the NWT & Nunavut
BC · British Columbia, Canada
- $106,158 to $126,809 CAD / year
- Full-time
Reporting to the Manager, Program Development and Stakeholder Engagement, and working closely with the HR Manager, you will lead initiatives that make WSCC, its services and Northern…
Added 1 hour ago
WS
Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor
Workers' Safety & Compensation Commission of the NWT & Nunavut
ON · Ontario, Canada
- $106,158 to $126,809 CAD / year
- Full-time
Reporting to the Manager, Program Development and Stakeholder Engagement, and working closely with the HR Manager, you will lead initiatives that make WSCC, its services and Northern…
Added 1 hour ago
V
Accommodation Operational Lead
VMCH
Mulgrave, NS
- Full-time
This position reports to the SIL Manager and is a full-time role, based at the Mulgrave office. You will be travelling to 4 sites located Carrum, Koo Wee Rup, Endeavour Hills and Kialla.…
Added 1 hour ago
IA
CSH Supply Chain Supervisor
IMP Aerospace & Defence
Halifax, NS
- Full-time
…cost-efficiency. The Supply Chain Supervisor also optimizes procurement planning, consumable and freight cost, and the use of Material Requirements Planning and Enterprise Resource Planning…
Added 1 hour ago
S
Senior Electrification Manager - Construction
SYSTRA
Toronto, ON
- Full-time
The Senior Programme Manager – Electrification is responsible for the overall leadership, planning and successful delivery of complex railway electrification programmes, including Overhead…
Added 1 hour ago
S
Engineering Manager
SYSTRA
Toronto, ON
- Full-time
Reporting to the Corridor Delivery Lead, the Engineering Manager will lead on engineering deliverables on one, or more, Rail Corridors on the GO Expansion Program, to ensure the best…

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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