Senior Financial Advisor at Tru Cooperative Bank
Job in
Armstrong, BC, Canada
Listed on 2026-06-19
Listing for:
First West
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Wealth Management, Financial Consultant
Job Description & How to Apply Below
This is a vital role focused on customer service and financial expertise, managing a portfolio of members with significant investible assets. The Senior Financial Advisor is responsible for executing complex transactions and actively promoting Tru Cooperative Bank’s products. With a strong emphasis on mentoring and branch support, success in this position translates to meeting both member and branch goals.
Key Responsibilities:
• Build strong relationships with current and potential members
• Process complex transactions, including retail mortgages and loans
• Support branch goals through proactive product promotion
• Mentor branch employees on investment and lending products
• Manage schedules to prioritize member experience
Requirements:
• Diploma in a related discipline or equivalent experience
• Mutual Funds License required
• 2–3 years in a Financial Advisor role
• Proven sales record in retail lending and investments
• Proficient in Microsoft Office and banking software
Leverage your financial expertise to make a meaningful impact at Tru Cooperative Bank.
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Position Requirements
10+ Years
work experience
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