Elevate member relationships as a Senior Financial Advisor at Tru Cooperative Bank. Deliver expert financial advice, support transactions, and drive branch goals by helping clients with investment and lending products.

In this role, you will manage an assigned portfolio of members with investible assets ranging from $100,000 to $250,000. Your focus will be on offering a full spectrum of investment, deposit, and complex lending services to meet clients' evolving financial needs. Additionally, you will mentor branch employees, ensuring a cohesive team approach to member service.

Key Responsibilities:
• Build robust relationships with current and prospective members
• Process complex transactions involving MFDA products and services




• Support branch goals through proactive product promotions
• Mentor branch staff on lending and investment products
• Align schedules and efforts to enhance member experience

Requirements:
• 2-3 years as a Financial Advisor or equivalent experience
• College diploma or equivalent in related field
• Mutual Funds License mandatory
• Proven sales success in retail lending
• Proficiency in Microsoft Office and banking software

Harness your advisory skills to enhance members' financial wellbeing at Tru Cooperative Bank.
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📌 Senior Financial Advisor at Tru Cooperative Bank (British Columbia)
🏢 Envision Financial
📍 British Columbia