Senior Financial Advisor (Oliver Branch)

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    "ExternalDescriptionStr": "<p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">We are currently seeking a Senior Financial Advisor to join our team.</span></span></p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">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.&nbsp;</span></span></p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Here’s what would be included as a part of your typical day</strong></span></span></p><ol><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Member Service:</strong>&nbsp; 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 $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Member Transactions</strong>: 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..</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Branch Goals:</strong> Supports achievement of annual branch goals and objectives through proactive promotion of TCB products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or general public.&nbsp; Achieves established annual sales and referral targets.</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Branch Support:</strong>&nbsp; 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.</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 14px;\"><strong>Other duties: </strong>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 Bank. Other duties<strong> </strong>as required by branch leadership.<strong>&nbsp;&nbsp; &nbsp;</strong></span></span></li></ol><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Required Skills, Experience &amp; Qualifications</strong></span></span></p><ul><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Mutual Funds License required</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Must complete the internal Tru Cooperative Bank certification program specific to this role within the required timeframe</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">PFP preferred</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">2-3 years in a Financial Advisor role, or equivalent</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Proven ability to conduct complex advisory, four quadrant conversations</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Proven track record achieving or exceeding sales targets in retail lending and investment products and service</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Self-starter with ability to work independently and solve problems using common sense and sound judgment</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Proficient in computer software e.g. Microsoft Office and banking software programs</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.</span></span></li></ul><p>&nbsp;</p>",
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