Become a Senior Financial Advisor at Tru Cooperative Bank, providing high-level financial guidance and exceptional service to our members. Help clients navigate lending and investment opportunities effectively. As a Senior Financial Advisor, you will manage a meaningful portfolio of members, ensuring their financial needs are met through proactive communication and tailored solutions.

Your role includes managing transactions and supporting branch objectives through effective promotion of products and services. Key Responsibilities:

- Develop robust relationships with assigned members
- Handle complex transactions, loans, and investment accounts
- Support achievement of branch sales and referral goals
- Train and mentor other branch team members
- Manage your schedule to prioritize member interactions Requirements:
- Diploma from a college or tech school
- Mutual Funds License mandatory
- 2-3 years experience as a Financial Advisor
- Successful track record in sales achievement
- Strong skills in Microsoft Office and banking programs Bring your financial expertise to help our members thrive at Tru Cooperative Bank.

📌 Senior Banking Advisor (Kelowna)
🏢 Valley First
📍 Kelowna