Financial Advisor Position at Tru Cooperative Bank

Take your career to new heights as a Senior Financial Advisor with Tru Cooperative Bank in Chilliwack. Deliver dedicated financial solutions that cater to unique member needs.

This full-time role requires managing a portfolio of distinguished members, where you'll provide personalized financial advice and navigate complex lending services. You'll actively promote products, achieve sales targets, and mentor less experienced team members.

Key Responsibilities:
• Cultivate relationships with high-value members
• Process intricate transactions in lending and investments
• Promote financial products to fulfill sales goals
• Mentor staff on financial strategies and offerings
• Ensure a cohesive experience for all members

Requirements:
• 2-3 years of Financial Advisor experience or similar
• Necessary Mutual Funds License for advisory role
• Relevant college diploma or equivalent experience
• Track re...