Financial Advisor with lending and investment expertise delivers member service at Tru Cooperative Bank through complex financial solutions and referrals.
This Financial Advisor manages a member portfolio while supporting current and potential members. The work includes deposit and investment products, complex lending, and life-stage financial advice. Advisors may recommend solutions or refer members appropriately.
Key Responsibilities:
- Build relationships with current and potential members
- Process personal loans, mortgages, and RRSP loans
- Open accounts and arrange cards, credit, and insurance products
- Promote Tru Cooperative Bank products and pursue referrals
- Complete loan applications, credit investigations, and estate administration
Requirements:
- Two-year related diploma or equivalent education and experience
- Mutual Funds License required; PFP is an asset
- Two years as a Member Advisor or equivalent
- Complete the internal Tru Cooperative certification program
- Plan workloads, solve problems, and use banking software proficiently
Apply financial advice, lending knowledge, and investment expertise while managing member relationships for Tru Cooperative Bank.
Financial Advisor Lending Investments in Chilliwack employer: Envision Financial
Tru Cooperative Bank is an exceptional employer that prioritizes employee growth and community engagement, making it a rewarding place to work as a Senior Financial Advisor at the Garrison Village Branch. With a strong focus on mentorship and professional development, employees are encouraged to build meaningful relationships with members while achieving personal and branch goals in a supportive environment. The bank's commitment to providing comprehensive financial services ensures that advisors can make a significant impact in the lives of their clients, all within a vibrant community setting.
