Financial Advisory Career at Tru Cooperative

Elevate your career as a Financial Advisor at Tru Cooperative Bank in Tsawwassen, focusing on outstanding customer service and portfolio management. This role centers on comprehensive financial solutions for members.

As a Financial Advisor, you will identify member financial needs and provide tailored advice while managing various transactions, from personal loans to complex investment products. Your contributions will support branch objectives and enhance community engagement, making a meaningful impact on members' financial journeys.

Key Responsibilities:

• Provide financial advice based on member life stages

• Process a range of complex member transactions

• Actively promote Tru Cooperative products and services

• Handle administrative duties to support member needs

• Build and maintain community relationships to enhance branch visibility

Requirements:

• 2 years of experience in a Member Advisor role

• Required Mutual Funds License and PFP is advantageous

• Completion of internal certification within the timeframe

• Computer proficiency in Microsoft Office

• Strong organizational and problem-solving abilities

Bring your financial expertise and service mentality to enrich the member experience at Tru Cooperative Bank.
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