Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $7.5 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people.
You will be responsible for the operational leadership for your assigned region, wealth planning operations and administration in line with Prospera’s strategic plan. You will develop and execute strategies to build a highly engaged and collaborative team of Investment Advisors and Specialists. You will champion excellent member experience and tailored wealth planning solutions and contribute to generating sustainable profitability for Prospera Credit union. You will also support is role will also support the Vice President, Wealth Planning in all aspects of the credit union’s wealth planning practice; and provide input and recommendations for initiatives aimed to enhance member experience, revenues, and the compliance framework.
What You’ll Do
What You Bring
For our role, you will need the following skills and experience:
Our Values
Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
Empower and enable others: We give each other the space, trust, and tools to succeed.
Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
Thrive as One Team: We collaborate because it strengthens us.
What’s in it for you?
Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.
Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.
Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.
Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.
Hybrid Opportunity! This role participates in our flexible work program. Our approach to flexibility is simple- Work from home, our corporate centre or a branch location based on the type of work you’re doing. Bottom line is we want your best work no matter what location you’re working from on any given day.
We offer you competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.
Our commitment to Diversity, Equity and Inclusion
Diversity, equity and inclusion is part of everything we do, and we’re on a continuous journey to ensure every employee and members feels like they #BelongAtProspera. If you require accommodation during any part of the recruitment process, please let us know.
Salary: $124,200.00 to $151,800.00 per annum (Actual salary offered will be determined based on education, experience, and internal equity).
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