Tru Cooperative Wealth Planning Expert

Become a Wealth Planning Specialist with Tru Cooperative Bank, focusing on delivering customized financial planning advice to members in BC. This position fosters member relationships through strategic investment guidance.

As a Wealth Planning Specialist, you play a crucial role in assessing members’ financial needs and guiding them through their investment decisions. You will identify wealth opportunities, engage in networking, and promote the bank's services while serving as a mentor to branch staff. Your efforts will contribute to members’ financial health and success.

Key Responsibilities:

• Identify and analyze members' financial planning needs

• Provide tailored investment advice using financial tools

• Develop new member relationships for business growth

• Mentor branch staff on wealth-related services

• Ensure strict adherence to risk management and compliance

Requirements:

• Bachelor’s degree in finance or related area

• Certified Financial Planner (CFP) and Mutual Funds License required

• 6+ years in a financial advisory role

• Familiarity with financial planning software needed

• Strong relationship-building and networking capabilities

Bring your financial planning acumen to Tru Cooperative Bank and guide members towards their goals.
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