Senior Financial Planner at Tru Cooperative

Location: Penticton

Elevate your career as a Senior Financial Planner with Tru Cooperative Bank, managing high-value clients across multiple branches. Use your expertise in financial planning to provide comprehensive advice and deepen member relationships.

As a Financial Planner at Tru Cooperative Bank, you will engage with high-value members, managing their financial planning needs across various branches. This role requires strong skills in investment advice, portfolio management, and business development to drive asset consolidation. Collaborating with Wealth Planning Specialists, you will ensure a remarkable member experience while contributing to the bank's overall financial goals.

Key Responsibilities:

• Manage a diverse portfolio of high-value members

• Analyze and address member financial needs and goals

• Collaborate closely with branch teams for member support

• Execute business development strategies for new accounts

• Process complex member transactions and recommendations

Requirements:

• College diploma;
Bachelor’s preferred

• Minimum 5 years in financial planning/investment sales

• Mutual funds and PFP designations required

• Strong sales, relationship building, and communication skills

• Proficient with financial planning tools

Bring your financial expertise, planning acumen, and relationship skills to support our members at Tru Cooperative Bank.
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