Join Tru Cooperative Bank as a Senior Financial Advisor in Chilliwack, delivering exceptional financial services and deepening member relationships. Provide comprehensive solutions tailored to diverse financial needs.
As a full-time Senior Financial Advisor, you will manage a premium portfolio with a focus on proactive member engagement. Your role is pivotal in recognizing life stage changes, providing effective financial advice and ensuring a personalized banking experience.
Key Responsibilities:
• Establish strong relationships with members for financial insights
• Process various types of member transactions accurately
• Drive branch initiatives by promoting products and referrals
• Mentor staff in understanding financial offerings
• Participate actively in community-building efforts for the branch
Requirements:
• Diploma from College or Tech School preferred
• Mutual Funds License and PFP designation preferred
• Experience of 2-3 years as a Financia...