Relationship Manager (On Site)

Prospera Credit Union

Full Time Other Management Occupations
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Location
Kelowna, British Columbia, Canada
Posted
July 07, 2026

Job Description

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.

With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the British Columbia.


What you do

  • Manage and grow a portfolio of member relationships through personalized, holistic advice

  • Deliver holistic financial advice across investments, lending, protection, and everyday banking

  • Proactively identify opportunities and manage your pipeline through ongoing outreach

  • Collaborate with internal specialists to support complex financial needs

  • Maintain accurate documentation while meeting compliance and regulatory standards

  • Contribute to a positive and collaborative Advice C...

    • Job Details

    • Job Type
      Full Time
    • Category
      Other Management Occupations
    • Date Posted
      July 07, 2026
    • Application Deadline
      August 16, 2026