Senior Financial Advisor at Tru Cooperative

Elevate your financial advising career at Tru Cooperative Bank in Hope. As a Senior Financial Advisor, you will provide tailored financial solutions to a diverse portfolio of members.
In this role, you will manage relationships with members possessing significant investible assets, ensuring their financial needs are met through expert advice and proactive contact. You will process complex transactions, contribute to branch goals, and mentor new staff. Your ability to identify member life stages and guide them towards financial products is central to your success.
Key Responsibilities:
• Build relationships with members and identify their financial needs
• Process complex member transactions and facilitate account openings
• Promote Tru Cooperative Bank products and meet sales targets
• Mentor branch staff on lending and investment services
• Align branch activities with overall customer service goals
Requirements:
• 2-3 years in a Financial Advisor role or eq...