Join Tru Cooperative Bank as a Senior Financial Advisor, delivering exceptional service to clients while managing a diverse portfolio. Leverage your financial expertise to meet clients' investment and lending needs.

In this senior role, you will cultivate relationships with members, guiding them throughout various life stages. You will manage portfolios ranging from $100,000 to $250,000, ensuring their financial needs are met while processing complex transactions, offering advice on loans, investment products, and more.

Your active involvement will directly contribute to the branch's success by hitting established sales goals and enhancing member satisfaction.

Key Responsibilities:

- Build robust relationships with existing and potential members
- Process complex transactions including loans and investments




- Support branch goals through promotions and referrals
- Mentor colleagues on financial products and services
- Align daily efforts with branch leadership to enhance member experience

Requirements:

- Diploma from a college or tech school in a relevant field
- Mandatory Mutual Funds License and completion of certification
- 2-3 years in a financial advisory role
- Proven track record in achieving sales targets
- Proficiency in Microsoft Office and banking software

Advance your career in financial services while positively impacting members' lives at Tru Cooperative Bank.

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📌 Senior Financial Advisor at Tru Cooperative (Surrey)
🏢 First West Credit Union
📍 Surrey