Deliver exceptional member service as a Financial Advisor, using financial advice and relationship-building skills to address diverse needs.
This Financial Advisor serves current and potential members through deposits, investments, complex lending, and referrals. You will identify member life stages, recommend solutions, and manage a member portfolio. The position supports Tru Cooperative Bank branch goals through products, services, and referrals.
Key Responsibilities: Build robust relationships with current and potential members
Provide advice or refer members to appropriate advisors
Process loans, mortgages, investments, accounts, cards, and insurance
Support branch goals through promotions and referrals
Complete administrative duties and member follow-up calls
Requirements: Two-year related diploma or equivalent education and experience
Mutual Funds License required; PFP is an asset
Two years in a Member Advisor role or equivalent
Ability to identify needs and recommend financial products
Proficiency with Microsoft Office and banking software
Apply financial advice, lending knowledge, and member relationship skills while managing portfolios and supporting Tru Cooperative Bank goals.

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📌 Financial Advisor Member Services (British Columbia)
🏢 Island Savings
📍 British Columbia