Launch your financial advisory career at Tru Cooperative Bank in Kamloops. Deliver comprehensive services, guiding members through investments and lending solutions tailored to their life stages.

This role as Financial Advisor emphasizes exceptional customer interaction while managing a diverse portfolio. You will analyze member needs and refer them to specialized advisors if necessary. Achieving sales targets through active engagement and following branch protocols will enhance your success.

Key Responsibilities:
• Create lasting relationships with members
• Process transactions for loans and investment accounts
• Actively promote Tru Cooperative products and services
• Handle admin duties and member follow-ups
• Align efforts to improve member experiences

Requirements:
• 2 years in a Member Advisor or similar role
• Completion of Mutual Funds License; PFP desirable
• Proficient with banking software and Office tools
• Capable of planning and prioritizing tasks
• Proactive in problem-solving and independent work

Shape financial futures while achieving your career goals as a Financial Advisor with Tru Cooperative in Kamloops.
#J-18808-Ljbffr

📌 Financial Advisor Career at Tru Cooperative (British Columbia)
🏢 Valley First
📍 British Columbia