Investment Advisor (Hybrid)

TEAM LOCAL is hiring

Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia's fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities from Vancouver, through the Fraser Valley, and to the Okanagan. It's our vision to help build vibrant healthy communities, thriving local enterprises, and financially empowered people.

Do you love helping people reach their financial goals and are passionate about financial planning? We have an exciting opportunity for an Investment Advisor to join Prospera's team at our Metrotown / South Granville Advice Centers . As an Investment Advisor (IA), you will offer advanced investment, insurance, and financial planning advice, catering to members with moderate to sophisticated planning needs. Your expertise in member engagement will shine as you establish and deepen business relationships, integrating Prospera's Roadmap to Financial Freedom planning process into all your member interactions.

Make an impact. Apply today.

What you'll do :

• Provide high-quality investment and insurance advice to member clients with investable assets generally exceeding $250,000.
• Provide advanced financial planning advice and service to clients.
• Build strong, lasting, and profitable financial relationships with clients; determines clients' needs regarding investment planning, risk management, retirement estate and tax planning.
• Conducts a complete discovery, analysis, implementation, and ongoing monitoring to ensure members achieve their financial goals.
• Network within the branch market area and with local professionals to increase market presence and create a strong referral base.
• Proactively develop product knowledge and an understanding of Prospera's various lines of business to make meaningful connections with customers.
• Maintain up-to-date Financial Planning and investment industry knowledge by participating in training programs / industry courses to upgrade skills, and obtain accreditation and licensing requirements.
• Attend and facilitate branch meetings, educating and coaching staff on wealth planning topics, how financial planning can add value for clients, and recognizing referral opportunities.

What you bring :

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.

Show me the money! We offer competitive compensation plan, a personalized benefits program, a generous defined contribution pension plan, and an employee incentive program.

Community Focused. At Prospera, local banking means more, and that means giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.

Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.