Segregated Fund Specialist

Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

Responsibilities

• Complete applications for new insured investment contracts.
• Respond quickly to IAs for setting up new contracts either virtually or in person.
• Complete looped feedback with referrers.
• Assist in estate planning for members through IA collaboration.
• Provide regular educational updates to the Wealth Planning team.
• Utilize customer relationship manager (CRM) to ensure member information is up to date.
• Maintain existing insured investment contracts.
• Complete financial updates fo...