Benefits Advisor - Work From Home

HMG Careers; Abbotsford; Remote; CAD 62,000 - 76,000; Full time

Job summary

Tru Cooperative Bank is seeking a Senior Financial Advisor to build strong member relationships and deliver tailored financial guidance. The role manages a high-value portfolio and supports branch goals with cross-sell of banking products.

The position is remote and full-time in Canada. A Mutual Funds License is required, a 2-year college/tech diploma is expected, and 2–3 years of advisor experience is preferred. PFP is a plus.

Qualifications

• College or tech diploma (2 years) or equivalent experience.
• Mutual Funds License required; PFP is preferred.
• 2–3 years in a Financial Advisor role or equivalent.
• Proven ability to conduct complex advisory conversations.
• Strong relationship-building and needs-based product recommendation.

Responsibilities

• Build strong member relationships and provide financial advice or referrals.
• Process complex member transactions across MFDA products and banking services.
• Support branch goals through proactive product promotion and cross-sell opportunities.
• Mentor branch staff on lending and investment products when needed.
• Perform other duties as assigned by branch leadership.

Skills

Member relationship management

Financial advisory

Complex advisory conversations

Sales target achievement

MS Office / banking software

Education

College/Tech Diploma (2 years)

Mutual Funds License

PFP certification preferred

Job description

We are currently seeking a Senior Financial Advisor to join our team.

CA$69,000.00 yearly

Remote

Full-time

Here’s what would be included as a part of your typical day

• Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Manages an assigned portfolio of members (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
• Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
• Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross‑sell and/or referral opportunities during interaction with members or general public. Achieves established annual sales and referral targets.
• Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence.
• Other duties: As required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Branch/Regional Differentiation:

• Lending limits will be assigned in consultation with credit services – based on experience and competency.
• Assigned a portfolio of high value members based on regional and branch needs.
• Build/maintain a strong presence and relationship in the community.

Required Skills, Experience & Qualifications

• College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience
• Mutual Funds License required
• Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
• PFP preferred
• 2-3 years in a Financial Advisor role, or equivalent
• Proven ability to conduct complex advisory, four quadrant conversations
• Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
• Proven track record achieving or exceeding sales targets in retail lending and investment products and service
• Self-starter with ability to work independently and solve problems using common sense and sound judgment
• Proficient in computer software . Microsoft Office and banking software programs
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.