Advance your career as a Financial Advisor Wealth Planning Specialist with Tru Cooperative Bank. Focus on providing bespoke financial planning solutions to valued members across BC.

In this strategic role, you will deliver skilled financial planning advice to members with assets over $100,000. Your ability to identify member needs and recommend suitable investment products will be critical for success. You'll also network with local businesses to generate leads, while ensuring compliance with internal policies and ethical standards.

Key Responsibilities:
• Identify and analyze member investment needs thoroughly
• Engage with potential members to expand client base
• Provide mentorship to branch staff on investment options




• Maintain compliance with audit and risk management policies
• Facilitate smooth member transactions and financial referrals

Requirements:
• Bachelor’s Degree or equivalent experience required
• Must possess CFP and Mutual Funds License
• At least 6 years in a financial advisory role
• Familiarity with planning software beneficial
• Proven ability in relationship building and sales

Join a dedicated team committed to elevating member financial success at Tru Cooperative Bank.
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📌 Financial Advisor Wealth Planning Specialist (British Columbia)
🏢 Island Savings
📍 British Columbia