Segregated Fund Specialist

Prospera has consistently been recognized as a Great Place to Work, including being named one of the Best Workplaces in BC and Best Workplaces in Canada. We’re focused on building financial prosperity for our members, supporting thriving local enterprises, and strengthening the communities. As the Segregated Fund Specialist, you will complete new applications, maintain existing, and complete estates for insured investment products including but not limited to segregated funds, annuities, and guaranteed investment accounts. These transactions will be through referrals primarily from the Wealth Planning team. The specialist will be a resource for members that work directly with Investment Advisors (IAs) and will help with closing referrals for insured investments that may go to IAs.