Financial Advisor

Position: Full-Time Financial Advisor
Join Tru Cooperative Bank as a full-time Financial Advisor in Chilliwack, delivering exceptional customer service and tailored financial strategies. Engage with members through comprehensive banking services.

This position focuses on managing member portfolios, identifying needs according to life stage, and providing financial advice or referrals. You will process various complex transactions and contribute to branch goals through product promotion and customer engagement during campaigns and initiatives.

Key Responsibilities:

• Develop relationships and identify client needs

• Process personal loans, mortgages, and investment accounts

• Support product promotions and referral opportunities

• Administer tasks like loan applications and estate management

• Organize schedules for optimal member service

Requirements:

• Diploma or equivalent experience in finance-related fields

• Minimum two years as a Member Advisor or equivalent

• Required Mutual Funds License and internal certification

• Capable problem-solver with excellent planning skills

• Familiarity with Microsoft Office and related software

Make your mark in the financial sector by offering personalized advice at Tru Cooperative Bank.
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