Senior Relationship Manager – Holistic Financial Advisory
Job in
Penticton, Kelowna, BC, Canada
Listed on 2026-01-13
Listing for:
Prospera Credit Union
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A community-focused credit union in Penticton is seeking a Relationship Manager to maintain and grow advisory relationships with high-value members. Candidates should have a minimum of three years in financial services, including at least one year in an advisory role. The position requires proven experience in mortgage lending, mutual funds licensing, and excellent communication skills. The organization offers a competitive salary and flexible work programs, as well as a collaborative work environment fostering professional development.
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Position Requirements
10+ Years
work experience
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