Financial Advisor

Position: Full-Time Financial Advisor
Become a Financial Advisor at Tru Cooperative Bank in downtown Chilliwack. Provide essential financial services and advice to members, enhancing their financial well-being and planning.

In this full-time role, you will deliver exceptional service and solutions that cater to varying member needs at different life stages. Your expertise in complex lending and investment transactions will help build strong relationships while meeting branch goals. You will need to effectively manage a portfolio and explore opportunities for cross-selling Tru Cooperative products.

Key Responsibilities:

• Build relationships with members to identify financial needs

• Process complex transactions including loans and mortgages

• Achieve branch goals through proactive promotion of services

• Perform administrative duties, including loan applications

• Align efforts with community presence and leadership requests

Requirements:

• College or Tech School Diploma in relevant field

• Two years’ experience in a Member Advisor role

• Mutual Funds License required; PFP is an asset

• Strong problem-solving and organizational skills

• Proficient in Microsoft Office and banking software

Develop a rewarding career providing financial guidance and support with Tru Cooperative Bank.
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