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Added 11 mins ago
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Executive Assistant, GTM Data & Intelligence
Autodesk
Toronto, ON
- Full-time
Support leadership meetings, staff meetings, All Hands, manager calls, planning sessions, and employee & business reviews by helping capture notes, document action items, and track…
Added 11 mins ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
ON · Ontario, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…
Added 11 mins ago
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Staff Technical Program Manager, Data Center New Product Introduction
Cerebras
Canada
- Full-time
Cerebras is seeking a Staff Technical Program Manager to lead Data Center New Product Introduction (NPI), preparing new AI systems and infrastructure designs for reliable deployment at…
Added 11 mins ago
LV
MANAGER-EN
La Vie En Rose
Peterborough, ON
- Full-time
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 11 mins ago
NH
Therapist (MSW), Mental Health (Temporary, Full-Time)
Northumberland Hills Hospital
Cobourg, ON
- Full-time
Reporting to the Manager, Northumberland Hills Hospital Community Mental Health; the Mental Health Therapist is responsible for the provision of primarily therapy based mental health…
Added 11 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Vaudreuil-Dorion, QC
- Full-time
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 11 mins ago
NC
Senior Associate Planner
Nelson\Nygaard Consulting Associates
Vancouver, BC
- $95,000 to $140,000 CAD / year
- Full-time
…transit and multimodal planning and design topics such as transit service planning, long-range planning, corridor planning, citywide or regionwide planning, transit station area planning,…
Added 11 mins ago
PH
Manager, Business Function Products, BC Health Workday
Provincial Health Services Authority
Burnaby, BC
- Temporary
Reporting to the Director, Business Function Products, the Manager will be responsible for their designated functionality / portfolio and ensuring that requirements for all the province’s…
Added 11 mins ago
TO
Events & Group Sales Manager - Time Out Market, Vancouver
Time Out Market
Vancouver, BC
- $65,000 to $70,000 CAD / year
- Full-time
The Events & Group Sales Manager will be a crucial, dual-focused role. The main task will be to drive and manage corporate group sales to meet and exceed targets, coupled with providing…
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Sr. Specialist, Custom Client Analytics
Flywheel
Toronto, ON
- Full-time
Assist in executing the strategic vision for the CCA consulting practice, including supporting service offerings, methodologies, and growth initiatives.
Added 11 mins ago
BF
Directeur(trice), Groupe des réparations structurales / Manager, Engineering Field Repairs
Bell Flight
Mirabel, QC
- Full-time
…responsible for creating certified repair instructions for the in-service commercial aircraft (light, intermediate and medium). The group consists of both designers and stress engineers.…
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Client Support Specialist
Meltwater
Toronto, ON
- Full-time
Support Customer Success Executive & Program Manager in completing operational tasks necessary for software and/or service deliveries
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Registered Nurse - GEN Family Maternity Centre
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Part-time
Reporting to the manager of the Family Birthing Centre, the successful candidate will be responsible for assessing, planning implementation and evaluating nursing care and practice…
Added 11 mins ago
OB
Branch Manager, Kelowna
Odlum Brown Limited
Kelowna, BC
- Full-time
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team…
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BI
Community Manager – Exterminauts
Behaviour Interactive
Montreal, QC
- Contract
As a Senior Community Manager, you will play a key role in building and growing our player community before and after launch. Working closely with internal teams and external publishing…
Added 11 mins ago
UO
Resource Sharing Assistant I
University of Victoria
Victoria, BC
- Full-time
Reporting to the Senior Manager, Access Services and Advanced Fulfillment, this position works within the Stacks Management team to accomplish daily workflows including routine library…
Added 11 mins ago
Animal Care Attendant - ACA1
The British Columbia Society for the Prevention of Cruelty to Animals (BC SPCA)
Kamloops, BC
Reporting to the Animal Centre Manager, you bring energy and enthusiasm to a team environment while you participate in daily animal care duties and ensure that optimal levels of care are…
Added 11 mins ago
A
B2B Account Manager
Article
Vancouver, BC
- $69,000 to $78,000 CAD / year
- Full-time
…meaningful problems. This is where you come in, as an Account Manager on the Article Pro team, you manage and grow potential and existing Trade and B2B accounts. You own the development of…
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Lifestyle & Programs Manager
Chartwell
Kamloops, BC
- Full-time
As a Lifestyle and Programs Supervisor at Chartwell, reporting to the Lifestyle and Programs Manager, you’ll coordinate the day-to-day delivery of meaningful programs that reflect…
Added 11 mins ago
FH
Senior Business Analyst
Fraser Health
Surrey, BC
- Full-time
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families:
Added 11 mins ago
SI
DUTY MANAGER, GSE Mechanic
Swissport International AG
Winnipeg, MB
- Full-time
Operational, personnel and administrative manager of the assigned GSE and fueling maintenance organization. Ensure implementation of fleet management strategy at his/her assigned department.
Added 26 mins ago
CO
Data Analyst (ID: 56389)
City of Edmonton
Edmonton, AB
- Full-time
Under the direction of the Manager, Fleet and Facility Analytics, this position provides analytical support for the Fleet & Facility Services branch by building data sources, developing…
Added 26 mins ago
CR
Translator
Canadian Red Cross
Canada
- Full-time
We are seeking an experienced Translator to join our team. Reporting to the Manager, Translation Services, the incumbent will be responsible for translating, revising and proofreading a…
Added 26 mins ago
VS
Dining Service Attendant - Cooks Helper (2026-11050)
Verve Senior Living
Lloydminster, AB
- Full-time
…dining experiences? Under the direction of the Dining Services Manager or designate, our Dining Services Attendants play a critical role in enriching the lives of our residents by providing…
Added 26 mins ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
AB · Alberta, Canada
- Full-time
At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a…

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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