Senior Financial Advisor at Tru Cooperative Bank

Location: Penticton

Step into a Senior Financial Advisor role with Tru Cooperative Bank, leveraging your expertise to guide members through their financial journeys. Assist clients by addressing complex lending needs and investment opportunities.

This challenging position requires you to build deep relationships with members, guiding them through the intricacies of deposit services and financial products. Your responsibilities will include processing complex transactions and achieving targeted sales goals while supporting the branch's broader objectives through community-focused initiatives. Strong customer service, organizational skills, and a deep understanding of financial products are vital.

Key Responsibilities:

• Build lasting relationships by guiding members in financial decisions

• Process a variety of complex member transactions

• Support branch performance through promoting TCB offerings

• Manage administrative tasks and follow-ups efficiently

• Participate in community outreach and relationship-building activities

Requirements:

• Relevant diploma or two years of financial services experience

• Licensure for Mutual Funds; PFP an asset

• Proven experience in a member advisor role

• Excellent planning and independent working abilities

• Knowledge of Microsoft Office and banking solutions

Help members navigate their financial futures with confidence at Tru Cooperative Bank.
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