Financial Advisor: Build Relationships & Grow Member Wealth

Envision Financial; Delta; On-site; CAD 62,000 - 86,000; Full time

Job summary

Tru Cooperative Bank in Delta is seeking a Financial Advisor to join our team. You will provide exceptional member service, offering a full range of deposit/investments and complex lending services, while managing a portfolio of members.

You will build strong relationships, process a full range of complex transactions, support branch goals, and coordinate with leadership to deliver a standout member experience. A Mutual Funds License is required; PFP is an asset.

Qualifications

• Diploma or similar education in a related field.
• Mutual Funds License is required; PFP is an asset.
• Must complete the internal Tru Cooperative certification program for this role.
• 2 years in a Member Advisor role or equivalent.
• Ability to identify client needs and recommend products/services.
• Self-starter who can work independently and exercise sound judgment.
• Proven ability to plan, organize and prioritize workload.
• Proficient in MS Office and banking software programs.
• Demonstrates understanding of risk and adheres to policies and procedures.

Responsibilities

• Provide member-focused financial advice including deposits, investments and lending.
• Process complex member transactions (loans, mortgages, RRSPs, accounts, cards, LOC/overdraft).
• Support branch goals and promote Tru Cooperative Bank products and services; cross-sell opportunities.
• Perform administrative duties (estate admin, loan applications, credit checks, follow-up calls).
• Prioritize tasks using Day in the Life to deliver a remarkable member experience.

Skills

Mutual Funds License

Member Advisory Experience

Needs-based sales

Independent problem solving

Planning and prioritization

Risk awareness

Education

College/Tech Diploma (2 years) in related field

Mutual Funds License (credential)

Internal Tru Cooperative certification program

Tools

Microsoft Office

Banking software systems

Job description

Tru Cooperative Bank in Delta is seeking a Financial Advisor to join our team. You will provide exceptional member service, offering a full range of deposit/investments and complex lending services, while managing a portfolio of members.

You will build strong relationships, process a full range of complex transactions, support branch goals, and coordinate with leadership to deliver a standout member experience. A Mutual Funds License is required; PFP is an asset.