Expert Financial Advisor - Tru Cooperative Bank

Location: Penticton

Become a Financial Advisor at Tru Cooperative Bank, focusing on exceptional service and financial advice tailored to our members. You'll facilitate banking transactions while recommending relevant financial products that cater to members' needs.

This role supports building a robust portfolio by identifying opportunities to cross-sell services during interactions. You will also take part in maintaining a strong community presence, meeting branch goals, and performing administrative tasks that ensure smooth operations. Engage in a role that blends expertise with community service to enhance member experiences.

Key Responsibilities:

• Cultivate member relationships and deliver tailored financial guidance

• Handle transactions like loans and investment service offerings

• Contribute to sales achievement through active member engagement

• Execute administrative duties as required by branch leadership

• Establish community ties to boost service exposure

Requirements:

• 2 years in a Member Advisor role essential

• College diploma or equivalent experience necessary

• Must hold a Mutual Funds License; PFP is beneficial

• Strong organizational and problem-solving capabilities

• Proficient in Microsoft Office and financial systems

Utilize your expertise in finance and member interactions at Tru Cooperative Bank to elevate their financial journeys.
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