Join Tru Cooperative Bank as a Financial Planning Specialist, where your expertise guides high-value members in navigating their financial journeys. Your recommendations will shape investment strategies tailored to individual member needs.
In this role, you will provide comprehensive financial planning advice and support branch staff with your wealth management knowledge. You'll actively engage with current and future members, identifying their needs while fulfilling compliance standards as you facilitate smooth transactions.
Key Responsibilities:
• Conduct member needs assessments during discovery sessions
• Offer tailored investment recommendations and portfolio designs
• Link members with suitable financial advisors for ongoing needs




• Provide mentorship and guidance to branch wealth advisors
• Ensure member account accuracy and transaction completion
Requirements:
• Bachelor’s Degree or related field
• 6 years of advisory-based sales experience
• CFP designation and Mutual Funds License required
• Solid analytical skills with financial statement analysis
• Proficient in Microsoft Office and planning tools
Drive investment success and member relationships as a Financial Planning Specialist at Tru Cooperative Bank.
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📌 Financial Planning Specialist Role - Tru Cooperative Bank (Nanaimo)
🏢 Island Savings
📍 Nanaimo