Valley First
Financial Planner at Tru Cooperative Bank
Job Description
Join Tru Cooperative Bank as a Financial Planner, specializing in investment and financial planning for high-value members across multiple branches. Help clients with tailored financial strategies and wealth management.
The Financial Planner will engage regularly with members to retain assets and support their financial goals, including retirement planning. This role emphasizes collaboration with branch teams and Wealth Planning Specialists to provide comprehensive advice and service across the Cherry Lane, Oliver, and Keremeos Branches.
Key Responsibilities:
• Conduct wealth discovery and financial planning discussions
• Manage and grow a high-value member portfolio
• Develop and implement a business development plan
• Provide investment and lending advice tailored to member needs
• Collaborate with branch teams to identify financial opportunities
Requirements:
• Minimum 5 years in financial planning or investment sales
• Mutual funds license and PFP desi...
The Financial Planner will engage regularly with members to retain assets and support their financial goals, including retirement planning. This role emphasizes collaboration with branch teams and Wealth Planning Specialists to provide comprehensive advice and service across the Cherry Lane, Oliver, and Keremeos Branches.
Key Responsibilities:
• Conduct wealth discovery and financial planning discussions
• Manage and grow a high-value member portfolio
• Develop and implement a business development plan
• Provide investment and lending advice tailored to member needs
• Collaborate with branch teams to identify financial opportunities
Requirements:
• Minimum 5 years in financial planning or investment sales
• Mutual funds license and PFP desi...