Tru Cooperative Senior Financial Advisor

Position: Tru Cooperative Senior Financial Advisor Role
Location: Penticton

Join Tru Cooperative Bank as a Senior Financial Advisor, where you will provide comprehensive financial services to members. Leverage your expertise in complex lending, investments, and exceptional customer care to meet diverse client needs.

As a Senior Financial Advisor, you will be responsible for managing a measurable portfolio, ensuring proactive communication to meet current and future financial needs.

Your role includes identifying member life stages and providing insightful recommendations or referrals to enhance their financial wellness.

Key Responsibilities:

• Build and nurture long-lasting member relationships

• Handle complex transactions for various financial products

• Promote Tru Cooperative services to achieve branch objectives

• Mentor other employees on financial products and services

• Complete additional tasks as assigned to support branch goals

Requirements:

• Minimum 2 years in financial advisory roles with proven success

• Mutual Funds License and preferred PFP designation

• Strong interpersonal skills to foster client relationships

• Self-motivated and capable of independent decision-making

• Proficiency in relevant financial software and risk management

Harness your professional skills to impact members’ financial journeys positively at Tru Cooperative Bank.
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