Join Tru Cooperative Bank as a Financial Advisor and make a difference in members' financial well-being. Your expertise will play a pivotal role in guiding members through complex financial needs.

This position entails building strong relationships with members and offering tailored advice according to their financial life stages. As a Financial Advisor, you will manage member accounts, process various transactions, and promote a full suite of Tru Cooperative products. Achieving branch sales targets while providing remarkable service is essential.

Key Responsibilities:
• Build and maintain solid relationships with members
• Process a range of member financial transactions
• Promote bank products and assist in cross-selling opportunities




• Complete loan applications and administrative support
• Align with branch goals through proactive member service

Requirements:
• College diploma in finance or a related field
• Minimum 2 years as a Member Advisor or equivalent
• Mutual Funds License required
• Knowledge of banking software and Microsoft Office
• Successful completion of the internal certification program

Utilize your customer service and financial advisory skills to excel at Tru Cooperative Bank.
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📌 Customer-Focused Financial Advisor (British Columbia)
🏢 Envision Financial, a division of First West Credit Union
📍 British Columbia