Island Savings is a division of Tru Cooperative Bank, where banking is built on community, powered by cooperation.
Duncan, BC
Island Savings, a division of Tru Cooperative Bank, provides banking, borrowing and investment services for residents and businesses across Canada.
On-site · Victoria
The Financial Planner manages a portfolio of high-value members by providing comprehensive investment advice, financial planning, and lending services. They collaborate with branch teams and specialists to deepen member relationships and achieve sales targets through proactive business development.
On-site · Mill Bay
Manage a portfolio of high-value members by providing comprehensive investment, deposit, and complex lending solutions. Support branch goals through proactive product promotion, member relationship building, and mentoring junior staff.
On-site
Job Description We are currently seeking a Senior Financial Advisor to join our Lake Cowichan Branch. This role 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 Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provide…