Tru Cooperative Bank Financial Advisor Position
Job in
Armstrong, BC, Canada
Listed on 2026-06-24
Listing for:
Valley First
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
In this pivotal role, you will provide expert financial advice tailored to a diverse member portfolio, ensuring their needs are met through personalized service.
Your role will not only involve advisory responsibilities but also actively promoting products and achieving the branch's financial goals. Building a strong presence in the community is key to this position.
Key Responsibilities:
• Identify member life stages and financial needs
• Process complex transactions swiftly
• Support branch goals through proactive engagement
• Mentor staff on lending and investment products
• Foster community relationships through excellent service
Requirements:
• Requires Mutual Funds License and financial certification
• 2-3 years in advisory capacity preferred
• Success in retail lending and investment sales
• Strong communication and problem-solving skills
• Proficient with banking applications and software
Bring your advisory skills to Tru Cooperative Bank, enriching the financial lives of our members.
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