Elevate your career as a Financial Advisor with Tru Cooperative Bank in Kamloops. Deliver exceptional member service while managing complex investments and lending solutions.
In this position, you will provide a full range of financial services to current and potential members. As a Financial Advisor, your primary focus will be to identify members' life stages and advise them on meeting their financial needs, while managing a personal portfolio. Robust relationships and proactive promotion of Tru Cooperative Bank products will be key factors in achieving branch goals.
Key Responsibilities:
• Build robust relationships with members and prospects
• Process complex member transactions including loans and investments




• Support branch goals through promotions and referrals
• Administer estates and complete loan applications
• Manage schedules to enhance member experiences
Requirements:
• 2 years in a Member Advisor role or equivalent
• Mutual Funds License required; PFP is beneficial
• Proficient in Microsoft Office and banking software
• Robust organizational and planning skills
• Ability to work independently and solve problems
Become a trusted Financial Advisor by providing solutions and guidance to members in Kamloops.
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📌 Financial Advisor Role In Kamloops
🏢 Valley First
📍 Kamloops