Join Tru Cooperative Bank as a Financial Advisor in Kamloops, where your expertise will enhance member financial journeys. Combine customer service with complex lending and investment solutions.
In this critical role, you will focus on delivering exceptional service to members by addressing their financial needs. Identifying life stages and managing a member portfolio is essential for success. You'll also be responsible for achieving branch sales targets through proactive engagement and referrals.
Key Responsibilities:
• Develop and maintain member relationships
• Handle personal loans, mortgages, and investment products
• Achieve branch goals via proactive service
• Complete administrative tasks and follow-ups
• Optimize daily schedules for member interactions
Requirements:
• At least 2 years of relevant experience in financial advising
• Mutual Funds License; PFP is an asset
• Solid knowledge of banking software and Microsoft Office
• Excellent planning and organizational skills
• Self-starter with effective problem-solving abilities
Make a difference in the financial lives of members as a respected Financial Advisor at Tru Cooperative Bank.
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📌 Tru Cooperative Financial Advisor Position (Kamloops)
🏢 Valley First
📍 Kamloops