Join Tru Cooperative Bank as a Senior Financial Advisor and provide top-notch specialized financial services. Help members through complex transactions and create meaningful relationships that promote financial wellbeing.

You will play a vital role by managing a diverse portfolio of members with investable assets between $100,000 and $250,000. Your responsibilities include providing tailored financial advice based on each member’s life stage, while also mentoring other branch staff. Achieving branch sales targets through active participation is crucial in this role.

Key Responsibilities:



• Build and maintain solid member relationships • Handle complex member transactions across financial products • Support branch goals through service excellence and product promotion • Mentor employees on investment and lending products • Ensure consistent and remarkable member experiences

Requirements: • 2-3 years of experience as a Financial Advisor • College diploma in a related field or equivalent • Mutual Funds License is essential • Demonstrated sales achievement in financial products • Computer skills, particularly in Microsoft Office

Drive your career forward and empower members at Tru Cooperative Bank as a trusted advisor. #J-18808-Ljbffr

📌 Expert Financial Advisor at Tru Cooperative (Winnipeg)
🏢 Envision Financial
📍 Winnipeg