Senior Financial Advisor at Tru Cooperative
Envision Financial • chilliwack, Canada
Role Description
Elevate your career with Tru Cooperative Bank as a Senior Financial Advisor in Chilliwack. This full-time role focuses on delivering personalized financial solutions and exceptional member service.
In this position, you will manage a portfolio of high-value members, providing tailored financial advice and complex lending services. You will actively promote Tru Cooperative products, support branch goals, and mentor team members. Your expertise will contribute to building strong relationships and meeting member financial needs effectively.
Key Responsibilities:
• Build relationships with a portfolio of members
• Process complex transactions including lending and investment services
• Promote products and achieve annual sales targets
• Mentor staff in investment and lending services
• Align efforts for a consistent member experience
Requirements:
• 2-3 years as a Financial Advisor or equivalent
• Mutual Funds License required
• College diploma in related d...
In this position, you will manage a portfolio of high-value members, providing tailored financial advice and complex lending services. You will actively promote Tru Cooperative products, support branch goals, and mentor team members. Your expertise will contribute to building strong relationships and meeting member financial needs effectively.
Key Responsibilities:
• Build relationships with a portfolio of members
• Process complex transactions including lending and investment services
• Promote products and achieve annual sales targets
• Mentor staff in investment and lending services
• Align efforts for a consistent member experience
Requirements:
• 2-3 years as a Financial Advisor or equivalent
• Mutual Funds License required
• College diploma in related d...