Senior Financial Advisor at Tru Cooperative

Elevate your career with Tru Cooperative Bank as a Senior Financial Advisor in Chilliwack. This full-time role focuses on delivering personalized financial solutions and exceptional member service.

In this position, you will manage a portfolio of high-value members, providing tailored financial advice and complex lending services. You will actively promote Tru Cooperative products, support branch goals, and mentor team members. Your expertise will contribute to building strong relationships and meeting member financial needs effectively.

Key Responsibilities:

• Build relationships with a portfolio of members

• Process complex transactions including lending and investment services

• Promote products and achieve annual sales targets

• Mentor staff in investment and lending services

• Align efforts for a consistent member experience

Requirements:

• 2-3 years as a Financial Advisor or equivalent

• Mutual Funds License required

• College diploma in related discipline or equivalent

• Proven record of achieving sales targets

• Proficient in Microsoft Office and banking software

Deliver top-tier financial advisory services while fostering strong member connections at Tru Cooperative.
#J-18808-Ljbffr