Description
The Financial Planner will support Tru Cooperative Bank’s Jubilee and Douglas & Broughton branches in the Victoria area by managing a high-value member portfolio, providing investment and financial planning advice, processing complex member transactions, growing assets, and developing new wealth business. The role requires a two-year college, trade, or technical school diploma, a mutual funds license, at least a PFP designation, five years of financial planning or investment sales experience, and two years of retail lending experience. Compensation includes a base salary of $85,000 per year plus a performance bonus.
