About this role
Relationship Manager (On Site) at Prospera. Location: Surrey or British Columbia or Canada. Role: managing relationships, delivering advice, identifying opportunities Requirements: 3+ years in financial services (including 1+ year advisory), mutual funds licence required, experience with mortgage lending and mutual funds, strong financial acumen, relationship-building, compliance documentation, and technology comfort. Category: Sales Seniority: Mid Level Certifications: mutual funds Commitment: Full Time Workplace: Onsite Languages: English