Financial Advisor (North Delta Branch) Full Time
On-site · North Delta, British Columbia, Canada
Job Summary
Financial Advisor at North Delta Branch providing customer service and financial solutions, managing member portfolios, and handling complex transactions including loans, mortgages, and RRSP investments (typically under $100K). Responsibilities include member service, processing transactions, supporting branch goals through cross-sell and referrals, and administrative duties. Requires a College/Tech Diploma (2 years), Mutual Funds License (PFP asset), internal certification within the required timeframe, 2 years in a Member Advisor role or equivalent, strong problem-solving and organizational skills, proficiency in Microsoft Office and banking software, and adherence to risk policies.
Required Qualifications
- College or Tech School Diploma (2 years) in related discipline or equivalent
- Mutual Funds License required; PFP is an asset
- Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
- 2 years in a Member Advisor role, or equivalent
- Demonstrated ability to identify needs and recommend products and services to members
- Self-starter with ability to work independently and solve problems using common sense and sound judgment
- Proven ability to plan, organize and prioritize workload
- 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.
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