About the role
- Chief Operating Officer leading enterprise sales, advisory, and Wealth Management operations for Tru Cooperative Bank. Driving growth, compliance, financial performance, and member value across British Columbia.
Responsibilities
- Provide strategic leadership for the organization’s member-serving sales and advice businesses, including regional brands and Wealth Management
- Lead and remain accountable for the enterprise sales and advisory model across all brands and lines of business
- Drive alignment and collaboration by standardizing sales, service, and operational practices across Tru
- Accelerate sales performance through leadership, coaching, accountability, and continuous improvement
- Build organizational capability through succession planning, talent development, and mentoring
- Translate enterprise goals into measurable results while advancing growth, member value, community impact, and organizational performance
- Contribute to enterprise strategy, governance, and organizational performance as a member of the Tru Leadership Team
- Shape long-term business priorities, operating models, and growth strategies
- Collaborate with executive leaders and the Board on strategic objectives, organizational capability, governance, regulatory, and operational requirements
- Monitor industry, competitive, and market trends and lead strategic responses
- Lead enterprise sales and advisory strategy to drive sustainable growth, market penetration, member relationships, and measurable member value
- Establish consistent sales culture, operating model, and standards across regions
- Translate strategic objectives into actionable plans, performance measures, and resource priorities
- Oversee distribution and branch network strategies
- Ensure member-serving businesses operate within risk appetite, regulatory requirements, and corporate policies
- Maintain controls, governance practices, and operational disciplines supporting prudent growth and compliance
- Account for financial performance of regional brands and Wealth Management
- Establish budgets, allocate resources, monitor performance, manage variances, and drive accountability
- Engage with communities served by Tru and provide local-market knowledge and leadership
- Strengthen Tru’s presence as a cooperative financial institution and help members achieve financial goals
Requirements
- Seasoned sales executive in financial services
- 10 years’ progressive leadership experience
- Bachelor’s degree or equivalent educational experience
- Additional accreditation such as an MBA or postgraduate studies in sales and marketing is an asset
- Financial planning designation is an asset
- Ability to lead enterprise sales and advisory strategy across brands and lines of business
- Ability to operate within risk appetite, regulatory requirements, and corporate policies
- Experience with budgets, resource allocation, financial performance, and operational efficiency
- Ability to engage communities and provide local-market knowledge
Benefits
- Mental health coverage and resources
- Customizable health benefits
- Topped-up parental leave
- Performance-based compensation
- Employee banking advantages
- Group RRSP matching
- Vacation time
- Flexible work arrangements
- Paid time off to volunteer
- Award-winning in-house training programs
- Access to LinkedIn Learning
- Reimbursement for external courses
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