Be part of Tru Cooperative Bank as a Senior Financial Advisor, specializing in tailored investment and lending solutions for clients. Elevate your advisory skills while driving portfolio growth.

As a key member of our financial team, you will engage with clients to assess their financial journeys and recommend relevant products. With your management of portfolios typically valued between $100,000 and $250,000, you’ll handle complex member transactions while supporting the broader branch goals. Your expertise and mentoring will ensure other staff are well-versed in lending and investment offerings.

Key Responsibilities:
• Establish and maintain strong client relationships
• Execute a range of complex member financial transactions




• Assist in achieving branch sales and referral goals
• Provide mentoring support to fellow branch employees
• Deliver a consistent and exceptional member experience

Requirements:
• Diploma in finance or related field; equivalent experience acceptable
• Required Mutual Funds License
• 2-3 years' relevant financial advisory experience
• Proven success in retail lending sales
• Robust proficiency in banking software and Microsoft Office

Elevate your career and enhance financial well-being for clients at Tru Cooperative Bank.
#J-18808-Ljbffr

📌 Tru Cooperative Senior Financial Advisor Role (British Columbia)
🏢 First West Credit Union
📍 British Columbia