Financial Advisor at Tru Cooperative Bank

Position: Financial Advisor Role at Tru Cooperative Bank
Location: Penticton

Join Tru Cooperative Bank as a Financial Advisor, specializing in member-centric financial solutions.

Your role will include processing loans and providing tailored advice in a supportive environment.

As a Financial Advisor, you will engage with members to identify their financial needs based on life stages, offering suitable product recommendations or referrals as necessary. The position includes managing member transactions and achieving sales targets while actively participating in branch initiatives that foster community connections. Exceptional customer service and financial expertise are expected to excel in this position.

Key Responsibilities:

• Develop relationships with members and assess their financial lifecycle

• Manage personal loans, mortgages, and investment products

• Achieve branch goals through proactive member engagement

• Perform administrative duties such as loan applications

• Foster community ties through active involvement in branch campaigns

Requirements:

• Diploma in finance-related field or equivalent experience

• Mutual Funds License required; PFP is a plus

• Minimum two years in a financial advisory role

• Strong initiative and organizational skills

• Familiarity with banking software and risk management

Utilize your expertise to facilitate meaningful financial journeys for members at Tru Cooperative Bank.
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