Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals. With more t…
Skills: Member Onboarding, Financial Health Checks, Needs-based Selling, Lending Solutions, Investment Solutions
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Job Description What is the opportunity? Your natural flair for connecting to prospects, new and existing clients by providing advice and resolving intricate business challenges is what sets you apart from the crowd. Thi…
Skills: Adaptability, Business Development, Client Centricity, Communication, Critical Thinking
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Legacy Cars is growing its sales team and seeks an experienced subprime sales specialist to join our high-performance group. Our dealer network gives us access to 100’s of vehicles of all makes and models. We are partner…
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Legacy Cars is growing its sales team and seeks an experienced subprime sales specialist to join our high-performance group. Our dealer network gives us access to 100’s of vehicles of all makes and models. We are partner…
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Salary The salary range for this position is CAD $55.25 - $79.42 / hour Job Summary Position Highlights We are currently recruiting for the Manager, Financial Planning & Reporting role. This position leads the organizati…
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$46k–$58k/yr
Full-time
high school, bachelor degree
Flexible Benefits Program, Defined Contribution Retirement Plan, Vacation, Personal and Wellness time, Vacation Bonus Days, Professional development
Posted 78d ago
~38 hrs/week
Responsibilities
The role focuses on acquiring and onboarding new retail and business members through proactive conversations and financial health checks. The specialist recommends banking, lending, and investment solutions while managing a sales pipeline through referrals.
Requirements
Candidates need 1-3 years of experience in financial services or sales and must be Mutual Funds licensed or willing to obtain it within six months. A high school diploma is required, with post-secondary education in Business or Marketing considered an asset.
Full job description
Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.
With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the British Columbia.
What you do
Acquire and onboard new retail and business members through proactive conversations.
Uncover members' needs and identify sales opportunities through Financial Health Checks.
Recommend and deliver everyday banking, lending, and investment solutions.
Manage small accounts and build a strong sales pipeline through referrals and follow‑up.
Support front‑line and omni‑channel interactions while contributing to a collaborative Advice Centre.
What you bring
1–3 years of experience in financial services or a sales environment.
Exposure to lending and investment products and needs‑based selling.
Mutual Funds licensed or willingness to obtain within six months.
Strong communication skills, financial curiosity, and comfort with technology.
Grade 12 (or equivalent); post‑secondary education in Business or Marketing is an asset.
Compensation
Prospera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually.
The salary for this role is $46,000 to $57,500. The final offer will be based on the successful candidate’s knowledge, experience, and internal equity.
Benefits & Wellbeing
Flexible Benefits Program pick and choose what works best for you.
Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.
Vacation, Personal and Wellness time and two Vacation Bonus Days
Professional development – come to grow your career and develop your skills.
A supportive, collaborative work environment we’re proud to be a Great Place to Work certified organization.
Our Commitment - Diversity, Equity & Inclusive
At Prospera, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey that ensures every employee feels valued and empowered.
We follow a fair and equitable hiring process, considering candidates based on their skills, experience, and potential. When you join Prospera, you’re not just taking a job, you’re becoming part of a team that celebrates individuality and works collectively to make a positive impact.
Accommodations
We believe you belong here. If you require accommodation at any stage of the hiring process, please contact [email protected]. All requests are handled with respect and confidentiality.
Disclaimer: Employment is subject to background checks, including enhanced criminal, credit, and reference checks.
At Prospera, we’re more than a financial institution; we’re a community. Our people are empowered to bring their whole selves to work and make a meaningful difference every day.
Prospera, Coast Capital and Sunshine Coast Financial are part of the Coast Capital Savings Federal Credit Union family of brands.
Prospera is part of the Coast Capital Savings Federal Credit Union family of brands.
Industry
Financial Services
Company size
501-1,000 employees
Headquarters
Surrey, BC
LinkedIn followers
9,654
Prospera is committed to creating meaningful local impact, while offering our members more ways to manage everyday banking, opportunities to grow wealth and personalized support to achieve financial goals. With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands and provides a full range of financial products and services throughout the Lower Mainland, Fraser Valley and Okanagan. Prospera has consistently been designated a Great Place to Work, including as one of the “Best Workplaces in BC” and “Best Workplaces in Canada.” We’re focused on building financial prosperity for our members, enabling thriving local enterprises and strengthening our local communities.
Offices: #2000 - 13450 102 Ave, Surrey, BC V3T 5Y1, CA · #500 - 32071 South Fraser Way, Abbotsford, BC V2T 1W3, CA · PO Box 431 1810 No. 9 Hwy, Agassiz, British Columbia V0M 1A0, CA · 7565 Vedder Rd, Chilliwack, British Columbia V2R 4E8, CA · #15 - 3151 Lakeshore Rd, Kelowna, British Columbia V1W 3S9, CA
Personal and Business Financial Services - bankingRoadmap to Financial FreedomBusiness BankingFinancial PlanningWealth PlanningDiversity and Inclusionand Retail BankingWealth ManagementBankingConsumer Lending
How many Finance & Accounting jobs are open in Surrey, Canada right now?
There are currently 148 open finance & accounting positions in Surrey, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Surrey, Canada?
Companies currently hiring include Westland Insurance Group Ltd., RBCx, TD, Fraser Health Authority, Coast Capital, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Surrey, Canada?
Yes — 63 of the 148 open finance & accounting positions offer remote or hybrid work (22 remote, 41 hybrid).
How do I apply for Finance & Accounting jobs in Surrey, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.