Location
duncan, bc, Canada
Posted
July 16, 2026
Job Description
Join Tru Cooperative Bank in Duncan as a Senior Financial Advisor, providing comprehensive services that cater to members’ financial well-being. Build relationships and identify financial solutions tailored for each individual.
This role focuses on a portfolio of members with investible assets of $100,000 to $250,000. You will be responsible for proactive member interactions, managing complex transactions, and ensuring compliance with bank standards. Moreover, you will play a significant role in supporting branch goals and mentoring staff on financial offerings.
Key Responsibilities:
• Identify financial needs through member relationships
• Conduct a range of complex financial transactions
• Promote Tru Cooperative Bank products to reach objectives
• Train branch staff on investment and lending services
• Prioritize exceptional member experiences and solutions
Requirements:
• Two-year diploma in a related field or equivalent
• Necessary Mutual Funds Licens...
This role focuses on a portfolio of members with investible assets of $100,000 to $250,000. You will be responsible for proactive member interactions, managing complex transactions, and ensuring compliance with bank standards. Moreover, you will play a significant role in supporting branch goals and mentoring staff on financial offerings.
Key Responsibilities:
• Identify financial needs through member relationships
• Conduct a range of complex financial transactions
• Promote Tru Cooperative Bank products to reach objectives
• Train branch staff on investment and lending services
• Prioritize exceptional member experiences and solutions
Requirements:
• Two-year diploma in a related field or equivalent
• Necessary Mutual Funds Licens...