Enhance your financial expertise as a Senior Financial Advisor with Tru Cooperative Bank in BC. Build member relationships, provide financial solutions, and drive sales through exceptional service.
This critical role focuses on managing a diverse portfolio by identifying members' financial needs and offering tailored investment and lending solutions. As a Senior Financial Advisor, you will work closely with members who typically have investible assets between $100,000 and $500,000, ensuring they receive personalized guidance and support. Your contributions will directly support branch goals and enhance community relationships.
Key Responsibilities:
• Build strong relationships with assigned members
• Offer personalized investment and lending guidance
• Process complex transactions accurately
• Mentor branch employees on financial products
• Promote Tru Cooperative’s services actively
Requirements:
• 2-3 years as a Financial Advisor
• Mutual Funds License m...