Virtual Relationship Manager

Prospera Credit Union

. Provide comprehensive financial guidance covering lending, investments, and personalized financial health checks .

Posted 11/7/2026full-timeSurrey • CanadaMid-LevelSenior💰 CA$54,000 - CA$67,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing comprehensive financial guidance, including lending and investment strategies, while effectively managing member interactions across multiple channels. Possesses strong financial acumen and the ability to deliver tailored advice in complex situations.

Highest-signal resume keywords

Financial GuidanceLending ProductsInvestment ProductsContact Center ExperienceLicensed To Sell Mutual Funds

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdviceLoan Document PreparationInvestment Suitability AdviceKYC ProcessesRetail Lending UnderwritingMulti-Channel CommunicationHolistic Financial StrategiesMember OnboardingInsurance Coverage EngagementComplex Issue Escalation

Soft Skills

Active ListeningVerbal CommunicationMember EngagementProblem SolvingCustomer Service

Tools & Technologies

Online Banking SupportMobile Banking SupportVirtual Appointments

Certifications & Qualifications

Licensed To Sell Mutual FundsCUIC 210 Consumer LendingCUIC 240 Personal Financial Planning

Industry Keywords

Financial ServicesAdvisory CapacityContact Center EnvironmentInvestment ProductsLending ProductsMember Needs IdentificationFinancial Health ChecksComplex Member SituationsExtended-Hours OperationHybrid Environment

About the role

Key responsibilities & impact

Provide comprehensive financial guidance covering lending, investments, and personalized financial health checks
Facilitate virtual member appointments
Manage inbound and outbound calls and escalate complex issues
Model best practices in outbound calling and member outreach
Engage members in insurance coverage through CUMIS and refer to insurance specialists
Execute holistic financial strategies addressing lending, investment, protection, and day-to-day banking needs
Onboard wealth members, provide investment suitability advice, process trades, and conduct KYCs
Refer members to guided portfolios and wealth partners as appropriate
Prepare loan documents and approve loans within designated authority
Refer larger loans and exceptions for management or corporate approval
Answer questions about borrowing products, payments, payment alterations, skips, and loan or mortgage payouts
Provide backup support for day-to-day banking inquiries and post non-cash transactions
Support online and mobile banking through virtual walkthroughs, self-service education, and basic technical support
Support a six-day Monday-Saturday extended-hours operation with rotational shifts in a hybrid environment

Requirements

What you’ll need

At least 3+ years in a financial services environment
At least one year in an advisory capacity
Exposure to lending and investment products
Experience identifying member needs and providing financial advice
Contact center experience considered a strong asset
Experience in a multi-channel contact center environment including phone, email and chat preferred
Licensed to sell mutual funds
CUIC 210 Consumer and Residential lending or equivalent internal training to be completed within 12 months
CUIC 240 Elements of Personal financial planning to be completed within 24 months
Experience in a professional advisory and sales environment
Strong financial acumen and knowledge of financial products and services
Intermediate to advanced understanding of retail lending, including unsecured and mortgage-secured lending underwriting and application processes
Proven ability to deliver sound advice in moderately complex member situations
Excellent active listening and verbal communication skills, capable of conveying complex information clearly
Employment subject to enhanced criminal, credit, and reference checks

Benefits

Comp & perks

Flexible Benefits Program
Defined Contribution Retirement Plan
Vacation, Personal and Wellness time
Two Vacation Bonus Days
Professional development opportunities
Supportive, collaborative work environment
Great Place to Work certified organization
Accommodation support during the hiring process