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
- Robust 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.

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