Financial Advisor with lending and investment expertise delivers member service at Tru Cooperative Bank through complex financial solutions and referrals.
This Financial Advisor manages a member portfolio while supporting current and potential members. The work includes deposit and investment products, complex lending, and life-stage financial advice. Advisors may recommend solutions or refer members appropriately.
Key Responsibilities:
- Build relationships with current and potential members
- Process personal loans, mortgages, and RRSP loans
- Open accounts and arrange cards, credit, and insurance products
- Promote Tru Cooperative Bank products and pursue referrals
- Complete loan applications, credit investigations, and estate administration
Requirements:
- Two-year related diploma or equivalent education and experience
- Mutual Funds License required; PFP is an asset
- Two years as a Member Advisor or equivalent
- Complete the internal Tru Cooperative certification program
- Plan workloads, solve problems, and use banking software proficiently
Apply financial advice, lending knowledge, and investment expertise while managing member relationships for Tru Cooperative Bank.