Sardis Branch Financial Advisor Position

Become a Financial Advisor at Tru Cooperative Bank's Sardis Branch in Chilliwack. Drive member satisfaction through excellent service and customized financial solutions.

In this pivotal role, you will engage with members, delivering a full spectrum of deposit, investment, and lending services tailored to their needs. You will be responsible for managing a portfolio while identifying members' financial stages. Additionally, you'll support branch initiatives by promoting services and achieving sales targets.

Key Responsibilities:

• Cultivate relationships with members to understand their financial needs

• Execute complex transactions related to loans, accounts, and investments

• Participate in promoting branch goals and collaboration campaigns

• Administer various support tasks as needed for operations

• Ensure a consistent and remarkable experience for all members

Requirements:

• Minimum 2 years in a Member Advisor role or equivalent

• College diploma or relevant education and experience

• Required Mutual Funds License; PFP is an added advantage

• Strong planning and organizational skills required

• Knowledge of banking software and Microsoft Office

Enhance your advisory skills while creating impactful solutions for members at Tru Cooperative Bank.
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