Harness your financial advisory skills as a Senior Financial Advisor at Tru Cooperative Bank in Kelowna. Provide expert guidance and build relationships with a diverse portfolio of members.

In this role, you will manage member accounts featuring significant investible assets, ensuring that their financial needs are met through tailored solutions. You will engage in various complex transactions while contributing to the branch's overall goals and supporting the professional development of your colleagues.

Key Responsibilities:
• Build and maintain robust member relationships
• Process complex member transactions including loans and investments
• Participate in achieving branch sales objectives
• Assist and mentor other staff on financial products
• Follow policies and procedures for risk management

Requirements:
• College diploma in finance or equivalent experience
• Must possess a Mutual Funds License
• 2-3 years in a financial advisory role
• Demonstrated sales performance in retail banking
• Proficient in Microsoft Office and banking software

Elevate the financial well-being of members with your expertise at Tru Cooperative Bank in Kelowna.
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📌 Experienced Financial Advisor in Kelowna (British Columbia)
🏢 Valley First
📍 British Columbia