Financial Advisor (Mission Branch)

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    "ExternalDescriptionStr": "<p><strong>We are currently seeking a&nbsp;Financial Advisor&nbsp;to join our team.</strong></p><p>The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.&nbsp; The Financial Advisor manages a portfolio of members.&nbsp; &nbsp;</p><p>&nbsp;</p><p><strong>Here’s what would be included as a part of your typical day</strong></p><ol><li><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.</li><li><strong>Member Transactions</strong>: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.</li><li><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 potential members.&nbsp; Achieves established annual sales and referral targets.</li><li><strong>Branch Support:</strong>&nbsp; Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.</li><li><strong>Other duties&nbsp;</strong>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 Bank.&nbsp;&nbsp;</li></ol><p style=\"margin-left: 17.85pt;\"><strong>Branch Differentiation:</strong>&nbsp; Based on the needs of the members and individual circumstances, the following may apply:</p><ul><li>Lending limits will be assigned in consultation with credit services, based on experience and competency</li><li>In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community&nbsp;</li></ul><p>&nbsp;</p><p><strong>Required Skills, Experience &amp; Qualifications</strong></p><ul><li>College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required</li><li>Mutual Funds License required; PFP is an asset</li><li>Must complete the internal Tru Cooperative Bank certification program specific to this role within the required timeframe</li><li>2 years in a Member Advisor role, or equivalent</li><li>Demonstrated ability to identify needs and recommend products and services to members</li><li>Self-starter with ability to work independently and solve problems using common sense and sound judgment</li><li>Proven ability to plan, organize and prioritize workload</li><li>Proficient in computer software e.g. Microsoft Office and banking software programs</li><li>Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.</li></ul><p>&nbsp;</p>",
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