Chilliwack Financial Advisor Position

Join Tru Cooperative Bank as a full-time Financial Advisor in Chilliwack, where you will deliver outstanding customer service while managing diverse member financial needs.

In this pivotal role, the Financial Advisor is responsible for providing a full range of services, from deposit/investment solutions to complex lending. You'll engage with members at various life stages, advising them on their financial journey and ensuring a personalized experience through strong relationship building.

Key Responsibilities:

• Identify member needs and offer tailored financial advice

• Process a variety of member transactions, including mortgages

• Actively promote bank products to meet annual goals

• Perform various administrative duties within the branch

• Follow guidelines to prioritize member service and experience

Requirements:

• 2 years in a Member Advisor role is preferred

• Required College or Tech School Diploma

• Must hold a Mutual Funds License

• Excellent organizational skills

• Knowledge of Microsoft Office and banking software

Utilize your financial acumen to make a significant impact on members’ financial well-being at Tru Cooperative Bank.
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