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Added 9 mins ago
RA
Keyholder (Part-Time)
Red Apple Stores ULC
Meadow Lake, SK
- Part-time
…small towns. Our stores are known for providing super-friendly service, creating a welcoming environment for shoppers, and treating customers with dignity and…
Added 9 mins ago
RA
Associate (Part-Time)
Red Apple Stores ULC
Meadow Lake, SK
- Part-time
…small towns. Our stores are known for providing super-friendly service, creating a welcoming environment for shoppers, and treating customers with dignity and…
Added 9 mins ago
VC
Customer Success Representative
Valsoft Corporation
Remote, Canada
- $60,000 to $70,000 CAD / year
- Full-time
- Remote
…when an account needs attention. You'll work closely with our Sales, Product, and Support teams, act as the client's voice inside Asteris, and report to Jamie Phippen, Head of Customer…
Added 24 mins ago
MO
Licensing Assistant
Municipality of Chatham-Kent
Chatham-Kent, ON · Chatham, ON
- Full-time
Perform a wide range of administrative tasks, including day to day customer service
Added 39 mins ago
GA
Sales Associate - West Edmonton Mall
Groupe APP - APP Group
AB · Edmonton, AB
- Part-time
Reporting to the Store Manager, the Sales Associate provides an exceptional customer service, generates sales and participates in all essential duties to ensure an effective day-to-day…
Added 39 mins ago
A
Rental Home Specialist - Leasing & Sales
Avana
Regina, SK
- Full-time
At Avana, leasing is sales. The Rental Home Specialist is responsible for driving occupancy, converting leads into signed leases, and delivering strong leasing performance within a…
Added 39 mins ago
GA
Associé(e) à la vente / Sales Associate - Royalmount
Groupe APP - APP Group
Montreal, QC
- Full-time
Reporting to the Store Manager, the Sales Associate provides an exceptional customer service, generates sales and participates in all essential duties to ensure an effective day-to-day…
Added 39 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Edmonton, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 39 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 55 mins ago
SC
Sales Associate
Staples Canada
Calgary, AB
- Part-time
Deliver exceptional customer service and enhance customer engagement and satisfaction.
Added 55 mins ago
SC
store manager - Sherwood Park, AB
Starbucks Coffee Company
Sherwood Park, AB
- $61,000 to $80,875 CAD / year
- Full-time
Grow a successful, multi-million dollar business: drive sales leveraging your business acumen, efficiency and problem solving skills
Added 1 hour ago
E
Technicien(ne) de service sur le terrain - Équipements industriels / Field Service Technician
Elopak
Boisbriand, QC
- Full-time
Reporting to the Technical Manager, the Field Service Technician serves as the primary technical point of contact for our customers. In this role, you will support customers within your…
Added 1 hour ago
GA
Store Manager - CF Pacific Center
Groupe APP - APP Group
Vancouver, BC
- Full-time
As Store Manager, you are an integral part of our brands’ image and store performance.
Added 1 hour ago
TH
Merchandise Execution Associate Part Time - 7236 Timmins
The Home Depot
Timmins, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 1 hour ago
J
Senior Strategic Sales Manager (m/f/d)
Jobgether
Canada
- Contract
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Strategic Sales Manager (m/f/d) based in Canada.
Added 1 hour ago
CG
Operations Manager - Yard and Asset
ConeTec Group
Surrey, BC
- Full-time
Operations is one of three business-unit pillars, alongside Sales and Projects. The Operations Manager works closely with both groups, as well as the Shop Manager, Project Managers, and…
Added 1 hour ago
KD
Key Account Manager - Metro
Keurig Dr Pepper
Mississauga, ON
- $86,200 to $115,000 CAD / year
- Full-time
The Key Account Manager is responsible for the effective development and implementation of the customer business plans for Metro Ontario/Food Basics. He/She will also be tasked with…
Added 1 hour ago
S
Interim Store Director (10 Month Contract)
sephora.com
Calgary, AB
- Full-time
As the next Interim Store Director at Sephora, you will oversee and manage the overall client service experience, people development, sales, productivity, merchandising, operations, and…
Added 1 hour ago
W
Manager I, Inside Sales
Worley
Calgary, AB · Edmonton, AB · Markham, ON · Oakville, ON · Sarnia, ON · Toronto, ON
- Full-time
We are currently recruiting for a Inside Sales Manager. Our team includes world class experts and dynamic go-getters. This is a full-time position based in Calgary, Edmonton, Toronto,…
Added 1 hour ago
Key Holder - Jo Malone London - Parttime - Metropolis at Metrotown - Burnaby BC
Estée Lauder Companies
Burnaby, BC
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 1 hour ago
Assistant Manager
EssilorLuxottica Group
Ottawa, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 2 hours ago
E
Management Trainee
Enterprise
Toronto, ON
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 2 hours ago
BS
Business Development Associate – Entry Level | Full Sales Training Provided
Business Show Media Ltd
Toronto, ON
- Full-time
Progression: Business Development Executive → Business Development Manager → Sales Leadership
Added 2 hours ago
BS
Junior Account Manager – Events Industry | Full Training Provided
Business Show Media Ltd
Toronto, ON
- Full-time
Business Show Media is looking for an organised, personable and commercially minded individual to join our Toronto team as a Junior Account Manager.
Added 3 hours ago
WC
(CAN) Front End Checkout Team Associate FT
Walmart Canada
Drumheller, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.

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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