Senior Financial Advisor at Tru Cooperative Bank

Become a key player as a Senior Financial Advisor at Tru Cooperative Bank. Deliver exceptional investment, deposit, and lending services to members while building lasting relationships.

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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