Enhance member financial health as a Senior Financial Advisor at Tru Cooperative Bank. Deliver comprehensive investment and lending services while building lasting relationships with members.
As a Senior Financial Advisor, you manage a valuable portfolio, guiding members through their financial journey while identifying their unique needs. You'll handle complex transactions and mentor colleagues on lending and investment solutions. Proactively contribute to branch goals by effectively promoting Tru Cooperative products and achieving sales targets.
Key Responsibilities:
• Build solid relationships with members and identify their needs
• Process complex member transactions and services




• Promote Tru Cooperative Bank products and participate in branch campaigns
• Mentor branch employees on financial solutions
• Ensure remarkable member experience alignment
Requirements:
• College diploma or equivalent experience
• Mutual Funds License required
• 2-3 years as a Financial Advisor or equivalent
• Proven track record in achieving sales targets
• Strong computer skills, particularly in Microsoft Office
Join the team to provide exceptional financial services and foster member growth at Tru Cooperative Bank.
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📌 Senior Financial Advisor at Tru Cooperative Bank (Surrey)
🏢 Envision Financial
📍 Surrey