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. #J-18808-Ljbffr

📌 Tru Cooperative Bank Financial Advisor Role (Kelowna)
🏢 Valley First
📍 Kelowna