Tru Cooperative Senior Financial Advisor

Position: Tru Cooperative Senior Financial Advisor Role
Join Tru Cooperative Bank as a Senior Financial Advisor and enhance member experiences through strategic financial guidance. Focus on investment and lending services tailored to members' needs.

The Senior Financial Advisor manages a diverse portfolio, providing personalized financial advice and executing complex transactions. With responsibilities that include promoting bank products and mentoring fellow employees, this role is crucial for achieving branch objectives. Your proactive approach will help foster strong member relationships.

Key Responsibilities:

• Manage an assigned portfolio of investable assets

• Facilitate transactions including loans and account openings

• Achieve annual sales and referral targets actively

• Support branch staff with financial product expertise

• Ensure a consistent and remarkable member experience

Requirements:

• Completion of a related diploma or equivalent

• Must possess a Mutual Funds License

• 2–3 years of experience as a Financial Advisor

• Proven ability to exceed sales targets

• Strong computer skills in Microsoft Office and banking apps

Bring your passion for finance and member service to Tru Cooperative Bank and drive success.
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