Join Tru Cooperative Bank as a Senior Financial Advisor in Kelowna, where exceptional member relationships drive your success. Provide comprehensive investment and lending solutions tailored to client needs.

This position focuses on managing a member portfolio of significant investible assets while delivering high-quality service. You will assess member life stages, process complex transactions, and support branch goals through customer engagement and product promotion while mentoring junior staff.

Key Responsibilities:
• Manage member portfolios and identify financial needs
• Execute a range of complex transactions accurately
• Promote branch products and participate in campaigns
• Mentor staff on lending and investment products
• Ensure compliance with policies and procedures

Requirements:
• 2-3 years of Financial Advisor experience
• Mutual Funds License required
• Proven ability to meet sales and referral targets
• Solid problem-solving skills and independence
• Familiarity with banking software and Microsoft Office

Utilize your advisory skills and commitment to service excellence at Tru Cooperative Bank in Kelowna.
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📌 Tru Cooperative Bank Financial Advisor Role (British Columbia)
🏢 Valley First
📍 British Columbia