Member-focused Financial Advisor provides exceptional service, identifies financial needs, and recommends deposit, investment, and lending solutions.

At Tru Cooperative Bank, this Financial Advisor manages a portfolio of members and supports their changing life stages. The position handles complex transactions, including personal loans, retail mortgages, RRSP loans, and investment products. It also involves accounts, cards, credit protection, and related insurance.

Key Responsibilities:

- Identify member needs and provide financial advice
- Refer members to appropriate advisors when required
- Process complex lending and investment transactions
- Achieve annual sales and referral targets
- Support branch administration and member follow-up calls

Requirements:

- Demonstrated ability to recommend products and services
- Mutual Funds License required; PFP is an asset
- Two years in a Member Advisor role or equivalent
- Self-starting approach with sound judgment
- Understanding of risk ownership and policy adherence

Use relationship-building, financial guidance, and transaction expertise to deliver consistent member experiences at Tru Cooperative Bank.

📌 Member Services Financial Advisor (Canada)
🏢 Island Savings
📍 Canada