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 membersProvide advice or refer members to appropriate advisorsProcess loans, mortgages, investments, accounts, cards, and insuranceSupport branch goals through promotions and referralsComplete administrative duties and member follow-up callsRequirements:Two-year related diploma or equivalent education and experienceMutual Funds License required; PFP is an assetTwo years in a Member Advisor role or equivalentAbility to identify needs and recommend financial productsProficiency with Microsoft Office and banking softwareApply financial advice, lending knowledge, and member relationship skills while managing portfolios and supporting Tru Cooperative Bank goals.

📌 Financial Advisor Member Services (Central Saanich)
🏢 Island Savings
📍 Central Saanich