Elevate your financial expertise as a Senior Financial Advisor at Tru Cooperative Bank in Kelowna. Deliver tailored advice and manage a diverse member portfolio with investments and lending services.

In this senior role, you will focus on providing exceptional member services, which include identifying financial needs and managing accounts with investible assets between $100,000 and $250,000. You will be responsible for complex transactions, supporting branch goals through effective promotion of products, and mentoring colleagues on lending and investment services.

Key Responsibilities:
• Build solid relationships with members and identify financial needs
• Process complex transactions including loans and insurance products




• Support branch goals through product promotion
• Mentor branch employees on financial services
• Ensure adherence to policies and procedures

Requirements:
• Diploma or equivalent in a related field
• Mutual Funds License is required
• 2-3 years experience as a Financial Advisor
• Proven track record in achieving sales targets
• Proficient with banking software and Microsoft Office

Show your financial advisory skills and commitment to member service at Tru Cooperative Bank in Kelowna.
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📌 Senior Financial Advisor Kelowna (British Columbia)
🏢 Valley First
📍 British Columbia