Prospera is part of the Coast Capital Savings Federal Credit Union family of brands.
Surrey, BC
Prospera is committed to creating meaningful local impact, while offering our members more ways to manage everyday banking, opportunities to grow wealth and personalized support to achieve financial goals. With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands and provides a full range of financial products and services throughout the Lower Mainland, Fraser Valley and Okanagan. Prospera has consistently been designated a Great Place to Work, including as one of the “Best Workplaces in BC” and “Best Workplaces in Canada.” We’re focused on building financial prosperity for our members, enabling thriving local enterprises and strengthening our local communities.
Hybrid · New Westminster
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.
On-site · Surrey
Acquire and onboard retail and business members, assess their financial needs, and recommend everyday banking, lending, and investment solutions. Manage small accounts, develop a sales pipeline through referrals and follow-up, and support front-line and omni-channel interactions in a collaborative Advice Centre.
On-site · Vancouver
Manage and grow member relationships by providing holistic financial advice across investments, lending, protection, and everyday banking, while proactively identifying opportunities and coordinating with internal specialists. Support advice centre operations, compliance and audit activities, campaign reporting, and backup coverage for other roles.
On-site · Vancouver
The Member Experience Specialist is responsible for acquiring and onboarding new retail and business members through proactive engagement. They will identify financial needs, deliver banking and investment solutions, and manage a sales pipeline within a collaborative environment.
On-site · Surrey
The Member Experience Specialist will acquire and onboard new retail and business members while identifying sales opportunities through financial health checks. They will also manage small accounts and support front-line interactions within a collaborative advice center environment.
Hybrid · White Rock
The Local Business Relationship Manager is responsible for growing and managing a portfolio of high-value micro-businesses by providing integrated financial advice and solutions. They will also conduct due diligence, assess credit risk, and maintain key professional networks to enhance the organization's reputation.
On-site · Maple Ridge
The Member Service Specialist is responsible for greeting customers, addressing service inquiries, and proactively identifying opportunities to deepen relationships. They will handle personal banking needs, open new accounts, and collaborate with team members to ensure a seamless member experience.
Hybrid · Surrey
The specialist manages new and existing insured investment contracts, including segregated funds and annuities, while collaborating with the Wealth Planning team. They also provide support for estate planning and maintain accurate member records within the CRM system.
Hybrid · Surrey
Provide comprehensive financial guidance, including lending and investment advice, while managing inbound and outbound member calls. Facilitate virtual appointments and support members with online banking, loan documentation, and account inquiries.
On-site · Surrey
Manage and grow a portfolio of member relationships by providing holistic financial advice across investments, lending, and banking. Collaborate with internal specialists and maintain accurate documentation to meet regulatory standards.
