Step into a rewarding role as a Senior Financial Advisor at Tru Cooperative Bank, where member satisfaction and financial solutions come first. Provide expert advice and manage a diverse member portfolio.As a Senior Financial Advisor, you will directly impact our members' financial well-being by identifying their needs and offering appropriate investment and lending options. With a portfolio of $100,000 to $500,000 in assets, you will engage in proactive communications to ensure their goals are met. This role also involves mentoring colleagues in financial services and achieving branch performance targets.Key Responsibilities: • Cultivate strong relationships with assigned members • Execute complex transactions across multiple financial products • Drive branch performance through member interaction • Mentor staff on financial advisory practices • Maintain high standards of member experienceRequirements: • College or Tech School Diploma in finance-related field • Mutual Funds License is mandatory • 2-3 years in a financial advisory capacity • Proven record of achieving sales targets • Proficient in relevant software applicationsBring your intricate knowledge of financial products to Tru Cooperative Bank and enhance our members' financial journeys. #J-18808-Ljbffr
Expert Financial Advisor - Tru Cooperative Bank
ISLAND SAVINGS, A DIVISION OF FIRST WEST CREDIT UNION
victoria, victoria
Published 19 days ago
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