Start a rewarding career at Tru Cooperative Bank as a Financial Advisor. This role involves managing member accounts and providing strategic financial advice to ensure optimal portfolio performance.

In your role, you will regularly meet with high-value members at Cherry Lane, Oliver, and Keremeos Branches to understand their financial needs. Utilizing your expertise, you will develop and execute comprehensive financial plans, ensuring member satisfaction. This position integrates collaboration with Wealth Planning Specialists and emphasizes relationship-building.

Key Responsibilities:
• Identify member wealth and planning needs through discussions
• Develop tailored recommendations for investment strategies
• Manage and grow a portfolio of high-value clients
• Collaborate with branch teams to enhance service delivery
• Execute business development strategies for member recruitment

Requirements:
• College diploma...