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 robust 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
- Strong 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 (Surrey)
🏢 First West Credit Union
📍 Surrey