Financial planning and investment advice define this Armstrong and Enderby prospect, supporting high value members across multiple branch locations. Manage portfolios and build lasting relationships.
As a Financial Planner with Tru Cooperative Bank, you will advise assigned members on investments, lending, deposits, and retirement planning. You will use financial planning tools, assess goals and risk tolerance, and collaborate with Wealth Planning Specialists. The position also includes portfolio growth, asset consolidation, and business development across assigned branches.
Key Responsibilities:
- Develop investment and financial planning recommendations
- Manage portfolios of high value members
- Process complex lending, investment, and account transactions
- Build internal and external referral networks
- Collaborate with branch teams and Wealth Planning Specialists
Requirements:
- Two year diploma required; bachelor's degree preferred
- Mutual funds license required
- PFP designation required; CFP designation considered an asset
- Five years' financial planning or investment sales experience
- Two years' retail lending experience required
Apply financial planning, portfolio management, and relationship building expertise while serving Tru members in Armstrong and Enderby.