Job Description
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investment and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.

Accountabilities

Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.

Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.

Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross‑sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.

Branch Support: Performs a variety of administrative duties which may include, but not limited to, administration of estates, completion of loan applications, conducting credit investigations, and follow‑up phone calls to members, as required.

Other duties as required by branch leadership.



Utilizes the "Day in the Life" as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Branch Differentiation

Lending limits will be assigned in consultation with credit services, based on experience and competency.

In pilot locations, a key accountability is to build/maintain a robust presence and relationship in the community.

People / Thought Leadership

No direct supervisory responsibility.

Provides functional/technical guidance or advice to other employees as required.

Qualifications

College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required.

Mutual Funds License required; PFP is an asset.

Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe.

2 years in a Member Advisor role, or equivalent.

Competencies

Demonstrated ability to identify needs and recommend products and services to members.

Self‑starter with ability to work independently and solve problems using common sense and sound judgment.

Proven ability to plan, organize and prioritize workload.

Skills

Proficient in computer software e.g. Microsoft Office and banking software programs.

Travel

Overnight travel may be occasionally required, up to 6 times per year.

Risk Management





Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Benefits
We provide mental health coverage and resources; customizable health benefits, as well as topped‑up parental leave; performance‑based compensation, employee banking advantages and group RRSP matching; vacation time and flexible work arrangements to support your lifestyle.

EEO Statement
At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee‑led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture. We encourage people who are from equity‑deserving groups to apply for a career with us, including women or non‑binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities. If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement. Your individuality is welcome here.

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

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📌 Financial Advisor (Hope Branch) (British Columbia)
🏢 Envision Financial, a division of First West Credit Union
📍 British Columbia