Senior Financial Advisor (Penticton Main Branch)

Job Description

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.

Typical Day

• 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 $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
• 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.
• 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.
• 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.
• 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.

Benefits

• Mental health coverage and resources.
• Customizable health benefits, as well as topped‑up parental leave.
• Performance‑based compensation, employee banking advantages and group RRSP matching.
• Vacation time and flexible work arrangements to support your lifestyle.

Additional Information

Candidates will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee‑led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture. We encourage people who are from equity‑deserving groups to apply for a career with us, including women or non‑binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities. If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement. Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time‑tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.