Experienced Financial Advisor at Tru Cooperative Bank

Join Tru Cooperative Bank as a Senior Financial Advisor and offer comprehensive financial solutions to our valued members. Your expertise will drive member satisfaction and portfolio growth.

In this role, you will oversee a member portfolio with significant assets while providing tailored financial advice or necessary referrals. You will engage in comprehensive member transactions and actively contribute to branch success through targeted outreach and relationship building.

Key Responsibilities:

• Build and maintain relationships with members

• Execute a wide range of complex member transactions

• Drive branch success through product promotion

• Mentor less experienced staff on financial services

• Utilize scheduling to align member needs with branch goals

Requirements:

• Relevant college or technical diploma

• Required Mutual Funds License

• 2-3 years as a Financial Advisor

• Demonstrated success in meeting sales targets

• Competence in banking software and MS Office

Bring your financial advisory skills to Tru Cooperative Bank and help our members achieve their financial goals.
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