Become a Financial Advisor at Tru Cooperative Bank, where exceptional customer service meets personalized financial solutions. This full-time role focuses on investing guidance and complex lending services for members.
As a Financial Advisor, you will build meaningful relationships, manage member portfolios, and guide them through their financial journeys. You’ll be responsible for processing loans, opening accounts, and supporting branch goals through proactive service and cross-selling. Effective communication and planning are crucial to succeed in this rewarding role.
Key Responsibilities:
• Build solid member relationships and identify financial needs
• Process complex transactions including personal and retail loans
• Promote TCB products and achieve sales targets




• Perform administrative duties and follow up on member issues
• Support community relationship building and branch differentiation
Requirements:
• College or Tech School Diploma (2 years) in finance or related
• 2 years experience as Member Advisor or equivalent
• Mutual Funds License; PFP is an asset
• Proficient in banking software and Microsoft Office
• Strong problem-solving skills and sound judgment
Make a positive impact on members' financial futures as a Financial Advisor at Tru Cooperative Bank.
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📌 Tru Cooperative Financial Advisor Role (Oliver)
🏢 Valley First
📍 Oliver