Tru Cooperative Bank Financial Advisor

Enhance your career as a Financial Advisor at Tru Cooperative Bank in North Delta. Deliver personalized financial advice and manage member relationships to foster financial well-being.

Join a dedicated team committed to providing top-notch service. This full-time Financial Advisor role involves assessing member financial needs, processing complex transactions, and building strong, lasting relationships. You will also drive branch success by promoting products and achieving sales targets.

Key Responsibilities:

• Develop relationships with members to understand their financial paths

• Execute transactions such as loans and investment products

• Actively participate in branch promotions and referral programs

• Manage administrative duties for member accounts as needed

• Maintain a significant community presence and impact

Requirements:

• College or Tech School Diploma in relevant field

• Must possess Mutual Funds License; PFP advantageous

• At least 2 years in a Member Advisor role

• Strong analytical and organization abilities

• Proficient in Microsoft Office and various banking software

Bring your expertise in financial advising to Tru Cooperative Bank and support our members in North Delta.
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