Senior Financial Advisor at Tru Cooperative Bank (Delta)

Join Tru Cooperative Bank as a Senior Financial Advisor, delivering top-notch customer service and financial solutions to members. Help manage a portfolio of high-value clients while navigating complex lending and investment scenarios. In this senior role, you will build robust relationships with members, identify their financial needs, and provide tailored advice or referrals to other advisors. Managing an assigned portfolio, you'll ensure client needs are proactively addressed, and you will process a variety of member transactions. Your contributions will directly support branch goals and encourage product uptake. Key Responsibilities: • Build relationships with members, identifying financial needs • Process complex member transactions, including loans and accounts • Achieve annual sales and referral targets for branch growth • Mentor branch staff on lending and investment products • Utilize operational guidelines to prioritize member services Requirements: • College or Tech School Diploma in a related field • Mutual Funds License and PFP preferred • 2-3 years in Financial Advisor role • Proven ability to exceed sales targets • Proficient in Microsoft Office and banking software As a Senior Financial Advisor, your expertise will empower members to achieve their financial goals. Apply on Kit Job: kitjob.ca/job/2pin0i