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Added 1 min ago
T
Event Planning Specialist
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Full-time
…You do the planning, sourcing and negotiating, and the Events Manager signs off. By the time an event is ready to execute, your work is done and the team never has to…
Added 1 min ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to identify new business opportunities within a global sales territory and target…
Added 1 min ago
HG
Account Manager
Humankind Global Recruitment
Halifax, NS
- Full-time
Develop annual project sales forecasts and plans to achieve growth targets
Added 1 min ago
CC
Global Account Manager
Cogent Communications
Montreal, QC
- Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to identify new business opportunities within a global sales territory and target…
Added 1 min ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Ste.-Foy, QC · SAINTE-FOY, QC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 16 mins ago
GT
Contract Administrator
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Support internal reviews by coordinating input from legal, finance, sales, procurement, project management, security, quality, and other stakeholders.
Added 16 mins ago
EF
Retail Sales Representative - Ottawa
Encore Field Marketing Solutions Inc.
Ottawa, ON · ON, Ottawa, CA-ON
- Full-time
At Encore, we possess the expertise in field sales to ensure our clients are successful in their most critical market channels. Going deep with few...being nimble and responsive for us is…
Added 31 mins ago
VW
Window Sales Project Manager
VETTA Windows
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This is a varied role combining B2B sales, customer relationship management, and project management. You'll work with prospective and existing customers, develop new business opportunities,…
Added 31 mins ago
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Business Consultant
BMO
Toronto, ON · FCP
- Full-time
Act as a delivery coordinator or project manager when required by managing timelines, dependencies, risks, issues, stakeholder commitments, and status reporting to keep initiatives moving.
Added 1 hour ago
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Sales & Customer Success Associate (Founding Team)
FrontSail
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- Full-time
We think of sales and customer success as one job. If a customer buys FrontSail and never gets value from it, we don't count that as a successful sale, and we don't want someone whose…
Added 1 hour ago
HT
Corporate Recruiter - Toronto
Hudson Talent Solutions
Toronto, ON
- $90,000 to $100,000 CAD / year
- Contract
Own full cycle recruitment for corporate function roles, such as finance, marketing, sales, HR, supply chain, and IT, from intake through offer
Added 1 hour ago
Deli Manager- Vodden Foodland
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Brampton, ON
The Deli Manager is responsible for the efficient and fiscally responsible operation of the department. The Manager will lead and manage staff to achieve the highest level of customer…
Added 1 hour ago
UO
Client Services Assistant
University of Victoria
Victoria, BC
- Full-time
…parking, motor pool and emergency planning and reporting to the Manager, Commuter Services, the Client Services Assistant (CSA) is responsible for the delivery of front office services…
Added 1 hour ago
GA
Assistant Gérant du magasin / Assistant Store Manager - Royalmount Mall
Groupe APP - APP Group
Montreal, QC
- Full-time
Reporting to the Store Manager, you will be responsible for the team and effective operations of the store from service, brand integrity, store standards, training to people performance.
Added 1 hour ago
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Shift manager - fast food restaurant
McDonald's
Prince George, BC
- Full-time
Maintain records of stock, repairs, sales and wastage
Added 1 hour ago
M
Shift manager - fast food restaurant
McDonald's
Prince George, BC
- Full-time
Maintain records of stock, repairs, sales and wastage
Added 1 hour ago
Manager, Agent Development, Applied AI
Google
Toronto, ON · Waterloo, ON
…developers are able to optimize theirs. As a Software Development Manager you manage your project goals, contribute to product strategy and help develop your team. Software Development…
Added 2 hours ago
SJ
Growth Manager
So Jobs
Mississauga, ON
- $93,500 to $125,000 CAD / year
- Full-time
We are seeking an experienced Revenue Growth Manager to support business performance through a combination of trade promotion management, sales planning, forecasting, and commercial…
Added 2 hours ago
T
Merchandise Processing Team Member - North Bay (Full-Time)
Talize
North Bay, ON
- $17.95 CAD / hour
- Full-time
…environment and enjoys staying active. You communicate well, keep the sales floor clean and organized, and deliver friendly, helpful customer service. If you bring a positive attitude,…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Bromont, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
NB
Private Relationship Banker
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
A career as a Private Banking Relationship Manager with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a…
Added 2 hours ago
BR
General Manager - Niagara On The Lake
Banana Republic
Niagara-on-the-Lake, ON
- Full-time
As the General Manager, you are responsible for leading your team to deliver a profitable store business plan. You ensure your store achieves all key metrics and is meeting or exceeding…
Added 2 hours ago
PM
Territory Executive
Philip Morris International
Vancouver, BC
- Full-time
The process may include application review, recruiter and hiring manager interviews, a role-specific assessment and a final interview.
Added 2 hours ago
CR
Restaurant Manager
Central Restaurants
Vancouver, BC
- $50,000 to $57,500 CAD / year
- Full-time
We are now hiring a Restaurant Manager at our Bentall location in Vancouver, BC. Our growing team has plenty of opportunities for anyone looking for training, development and a career in…

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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