Financial Advisor

We are currently seeking a Financial Advisor to join our team.

As a Financial Advisor you will provide exceptional customer service to current and potential members by offering a full range of deposit, investment, and complex lending services. You will identify member life‑stage cycles and provide solutions to financial needs or refer to an appropriate advisor, and manage a portfolio of members.

• Member Service
  • Builds strong relationships with current and potential members.
  • Identifies member life‑stage cycle and provides financial advice or refers to appropriate advisor.
• Member Transactions
  • Processes a full range of complex member transactions including personal loans, retail mortgages, and RRSP loans.
  • Handles investment products (typically under $100K in investible assets).
  • Opens personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
• Branch Goals
  • Supports achievement of annual branch goals through proactive promotion of TCB products and services.
  • Participates in branch campaigns and actively seeks potential cross‑sell or referral opportunities.
  • Achieves established annual sales and referral targets.
• Branch Support
  • Performs administrative duties such as estate administration, completion of loan applications, credit investigations, and follow‑up phone calls.
  • Utilizes the Day in the Life guidelines to prioritize and manage schedules.
• Other duties as required by branch leadership.

• Loan limits are assigned in consultation with credit services based on experience and competency.
• In pilot locations, maintain a strong presence and relationship in the community.

• College or Tech School Diploma (2 years) in a related discipline or equivalent education and experience.
• Mutual Funds License required;
  Personal Financial Planner (PFP) is an asset.
• Complete the internal Tru Cooperative Bank certification program for this role within the required timeframe.
• Two years in a Member Advisor role or equivalent.
• Demonstrated ability to identify needs and recommend appropriate products and services.
• Self‑starter with ability to work independently and solve problems using common sense and sound judgment.
• Proven ability to plan, organize, and prioritize workload.
• Proficient in computer software such as Microsoft Office and banking software programs.
• Displays understanding of risk and risk ownership by adhering to policies and procedures.

• Mental health coverage and resources.
• Customizable health benefits with topped‑up parental leave.
• Performance‑based compensation, employee banking advantages, and group RRSP matching.
• Vacation time and adaptable work arrangements.
• Paid volunteer time and opportunities to support local charities.
• Access to award‑winning in‑house training, Linked In Learning, and course reimbursement.

Applicants will be required to complete a background check, including employment verification, credit check and criminal record check.

At Tru Cooperative Bank, we embrace diversity in all forms and foster an inclusive culture. We encourage people from equity‑deserving groups to apply and provide accommodations during the application process as needed.