Tru Cooperative Bank Advisor
Job Description & How to Apply Below
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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