Become a trusted financial consultant as a Senior Financial Advisor at Tru Cooperative Bank. Focus on providing exceptional service and tailored financial solutions for diverse member needs across investment and lending.

As a Senior Financial Advisor, you will engage with a portfolio of members, managing assets ranging from $100,000 to $250,000. Your expertise will help clients navigate their life stage cycles while ensuring the delivery of comprehensive financial advice. This position includes mentoring responsibilities and the need to achieve branch sales targets actively.

Key Responsibilities:
• Manage member relationships through consistent communication
• Execute a variety of complex member transactions




• Actively promote Tru Cooperative products in branch campaigns
• Mentor colleagues and assist with member inquiries
• Prioritize tasks to deliver consistent member experience

Requirements:
• College diploma or equivalent education/experience
• Required Mutual Funds License
• 2-3 years experience in Financial Advisory
• Excellent relationship-building skills
• Computer proficiency, especially in banking software

Utilize your financial expertise to foster meaningful client relationships at Tru Cooperative Bank.
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📌 Tru Cooperative Bank Senior Advisor Role (British Columbia)
🏢 Envision Financial
📍 British Columbia