Member Experience Specialist at Prospera
Location
surrey east, bc
Job Type
Full-time
Category
Other-General
Posted
June 17, 2026
Elevate member experiences with Prospera as a Member Experience Specialist. Engage in proactive conversations, uncover needs, and recommend tailored financial solutions in British Columbia’s supportive environment.
In this role, you will acquire and onboard new members while addressing their banking and investment needs. You'll collaborate within the Advice Centre, supporting omni-channel interactions and developing strong client relationships. Your expertise in financial services will benefit members and enhance their journey toward achieving financial goals.
Key Responsibilities: • Acquire and onboard new retail and business members • Uncover member needs through Financial Health Checks • Recommend and deliver banking, lending, and investment solutions • Manage small accounts and build sales through referrals • Support front-line interactions in a collaborative Advice Centre
Requirements: • 1–3 years of financial services or sales experience • Knowledge of ...
In this role, you will acquire and onboard new members while addressing their banking and investment needs. You'll collaborate within the Advice Centre, supporting omni-channel interactions and developing strong client relationships. Your expertise in financial services will benefit members and enhance their journey toward achieving financial goals.
Key Responsibilities: • Acquire and onboard new retail and business members • Uncover member needs through Financial Health Checks • Recommend and deliver banking, lending, and investment solutions • Manage small accounts and build sales through referrals • Support front-line interactions in a collaborative Advice Centre
Requirements: • 1–3 years of financial services or sales experience • Knowledge of ...