Tru Cooperative Bank Advisor

Position: Tru Cooperative Bank Advisor Role
Location: Keremeos

Embark on an exciting journey as a Senior Financial Advisor at Tru Cooperative Bank. Deliver specialized advice in investments, deposits, and complex lending services to cultivate member success.

As a Senior Financial Advisor, you'll manage a portfolio with assets totaling between $100,000 and $500,000, ensuring each member receives personalized financial guidance. Support branch objectives while building strong, trust-based relationships through proactive engagement and tailored solutions.

Your role will also involve training and mentoring colleagues in investment products.

Key Responsibilities:

• Cultivate relationships with members and provide tailored advice

• Facilitate complex financial transactions with accuracy

• Drive sales and achieve branch financial goals

• Mentor branch staff on lending and investment

• Organize daily priorities for optimal service delivery

Requirements:

• Relevant college diploma or equivalent experience

• Mutual Funds License required

• At least 2 years in a Financial Advisory role

• Proven ability to meet and exceed sales targets

• Strong decision-making and software proficiency

Become a valued Senior Financial Advisor, fostering financial growth for members at Tru Cooperative Bank.
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