Senior Financial Advisor Branch

Senior Financial Advisor

We are currently seeking a Senior Financial Advisor to join our team.

The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.

• Member Service:
  Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Manages an assigned portfolio of members (generally with $100,000 to $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
• Member Transactions:
  Processes a full range of complex member transactions including MFDA products and services; retail mortgages, personal and RRSP loans; opening personal or business accounts, debit/credit cards, LOC/overdraft protection and related insurance products.
• Branch Goals:
  Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross‑sell and/or referral opportunities during interactions with members or the general public. Achieves established annual sales and referral targets.
• Branch Support:
  Mentors other branch employees in the understanding of lending and investment products and services; provides advice and assists employees with member issues in management’s absence.
• Other duties:
  As required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules, aligning efforts to meet goals while offering a remarkable, consistent member experience.

• College or Tech School Diploma (2 years) in a related discipline or equivalent combination of education and experience.
• Mutual Funds License required.
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe.
• PFP preferred.
• 2–3 years in a Financial Advisor role, or equivalent.
• Proven ability to conduct complex advisory, four‑quadrant conversations.
• Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships.
• Proven track record achieving or exceeding sales targets in retail lending and investment products and services.
• Self‑starter with the ability to work independently and solve problems using common sense and sound judgment.
• Proficient in computer software (Microsoft Office and banking software programs).
• Displays an understanding of risk and risk ownership by adhering to policies and procedures.
• Background check required: employment verification, credit check, and criminal record check.

• Mental health coverage and resources.
• Customizable health benefits, including topped‑up parental leave.
• Performance‑based compensation, employee banking advantages and group RRSP matching.
• Vacation time and flexible work arrangements to support your lifestyle.
• Opportunities to make a meaningful impact: paid time off to volunteer and partnerships with local charities.
• Access to award‑winning in‑house training programs, Linked In Learning, and reimbursement for external courses.

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any other aspects that make someone unique. Inclusion is woven through our organization from employee‑led network groups to hiring practices and education programs. We encourage people from equity‑deserving groups to apply for a career with us, including women or non‑binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour, and members of 2

SLGBTQIA+ communities. If an accommodation would help you during the application or interview process, please let us know how we can assist.