Elevate your financial career with a licensed Financial Advisor role at Tru Cooperative Bank in Tsawwassen. Provide exceptional service and complex lending solutions tailored to member needs.
The Financial Advisor role involves strong member relationship building and personalized financial advice. You'll manage a portfolio focused on lending, investments, and account services, aligning with member life stages. Success in this position depends on achieving branch goals through proactive product promotion and member engagement.
Key Responsibilities:
• Build relationships with existing and potential members
• Process complex member transactions including loans and investments
• Support branch goals through sales and referrals
• Perform administrative duties related to member services
• Collaborate with branch leadership on member experience
Requirements:
• College diploma or equivalent experience
• 2 years in a Member Advisor role
• Mutual Funds License ne...