Senior Financial Advisor; Sardis

Senior Financial Advisor

We are currently seeking a full-time Senior Financial Advisor to join our Sardis Branch team in Chilliwack.

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. They identify member life stage cycle and provide solutions to financial needs, or refer members to an appropriate advisor.

• 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, but not limited to: 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 interaction with members or 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; and provides advice and/or 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 - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

• Lending limits will be assigned in consultation with credit services – based on experience and competency.
• Assigned a portfolio of high value members based on regional and branch needs.
• Build/maintain a strong presence and relationship in the community.

• College or Tech School Diploma (2 years) in 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 ability to work independently and solve problems using common sense and sound judgment.
• Proficient in computer software e.g. Microsoft Office and banking software programs.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

We’re a financial cooperative that does things differently. We provide time‑tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service.

• Mental health coverage and resources.
• Customizable health benefits, as well as topped‑up parental leave.
• Performance‑based compensation, employee banking advantages and group RRSP matching.
• Vacation time and flexible work arrangements to support your lifestyle.

We also provide and encourage opportunities for our employees to make a meaningful impact. As a credit union, we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of…