Senior Financial Advisor (Abby Village Branch)

We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here’s what would be included as a part of your typical day 1. 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. 2. 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. 3. 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. 4. 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. 5. 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 e.g. Microsoft Office and banking software programs * Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

The Senior Financial Advisor manages a portfolio of members by providing investment, deposit, and complex lending solutions tailored to their life stage. They are also responsible for achieving branch sales goals, mentoring staff, and maintaining strong community relationships.

Candidates must have a college or tech school diploma and a valid Mutual Funds License. A minimum of 2-3 years of experience in a financial advisor role or equivalent is required, along with strong sales and advisory skills.

• Customer servicePreferred
• Problem solvingPreferred
• SalesPreferred
• Microsoft OfficePreferred

Identified from the job description. Confirm important requirements above.

• Financial advisory
• Investment services
• Lending services
• Customer service
• Portfolio management
• Relationship building
• Sales
• Mutual funds
• Retail lending
• Financial planning
• Mentoring
• Risk management
• Microsoft Office
• Banking software
• Problem solving
• Retail Mortgage
• Financial Advising
• Self-Starter
• Cross-Selling
• Banking Software
• Management
• Investments
• Customer Service
• Leadership
• Loans
• Prioritization

• Finance & Accounting
• Customer Service & Support
• Sales
• Management & Leadership
• Branch Manager/Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Minimum education

Professional degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week