Member Solutions Advisor delivering tailored financial solutions to members at Tru Cooperative Bank. Handling inquiries through various communication channels in a dynamic contact center environment.
About the role
- As a securities advisor, develop and maintain business relationships while selling products and services. Focus on discretionary management, mutual funds, and client satisfaction.
Responsibilities
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Oversee portfolios and assess customer satisfaction and service quality
Requirements
- College diploma in a related field
- A minimum of three years of relevant experience
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
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Not specified
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