Job descriptionWe are currently seeking a Chief Operating Officer to join our team. The Chief Operating Officer provides strategic leadership for the organization’s member serving sales and advice businesses, including regional brands and Wealth Management, within a financial cooperative focused on creating real value for members. Guided by Tru’s shared purpose; together, we create a future where everyone can flourish, the role leads and is accountable for the enterprise sales and advisory model across all brands and lines of business, helping members achieve financial well-being, simplify their lives, and build long-term financial confidence.
The COO drives alignment and collaboration across Tru by standardizing sales, service, and operational practices, removing barriers to execution, and enabling shared business success. This role accelerates sales performance through strong leadership, coaching, accountability, and a culture of continuous improvement. Builds organizational capability through succession planning, talent development, and mentoring. Ensures leaders and teams understand and execute strategic priorities, translating enterprise goals into measurable results while advancing growth, member value, community impact, and organizational performance in partnership with divisional brand leaders.
Ensures leaders and teams understand and execute strategic priorities, translating enterprise goals into measurable results while advancing growth, member value, community impact, and organizational performance in partnership with divisional brand leaders.
Here’s what would be included as a part of your typical day
Enterprise Leadership & Strategic Alignment:
Serves as a member of the Tru Leadership Team, contributing to enterprise strategy, governance, and organizational performance. Provides thought leadership and insight to shape long‑term business priorities, operating models, and growth strategies in alignment with Tru’s purpose, values, and audacious goals. Collaborates with executive leaders and the Board to advance strategic objectives, strengthen organizational capability, and ensure alignment with governance, regulatory, and operational requirements. Role models authentic connection, collective strength, and courageous leadership, engaging teams and communities in a shared commitment to create real value for members and a future where everyone can flourish. Monitors industry, competitive, and market trends and leads strategic responses to emerging opportunities and challenges.
Enterprise Advisory Sales Strategy & Performance:
Leads the enterprise sales and advisory strategy across all member serving brands and lines of business to drive sustainable growth, market penetration, long‑term member relationships, and measurable member value. Establishes a consistent sales culture, operating model, and standards across regions, leveraging best practices and removing barriers to execution. Translates strategic objectives into actionable plans, performance measures, and resource priorities while ensuring growth is achieved within the approved risk appetite and in support of members’ financial well‑being. Oversees distribution and branch network strategies to optimize member access, performance, and operational effectiveness. Monitors emerging trends and market dynamics, using local‑market knowledge and community insight to strengthen sales performance, simplify members’ lives, and help members achieve their financial goals.
Risk Management & Regulatory Compliance:
Ensures member serving businesses operate within established risk appetite, regulatory requirements, and corporate policies. Maintains effective controls, governance practices, and operational disciplines that support prudent growth, regulatory compliance, and sound risk management across all sales and advisory channels.
Financial & Resource Stewardship:
Accountable for the overall financial performance of regional brands and wealth management. Establishes budgets, allocates resources, and ensures investments support strategic priorities, growth objectives, and operational efficiency. Monitors financial performance, manages variances, and drives accountability for achieving business results within approved budgets.
Community & Member Impact:
Engages in the communities Tru serves, seeks opportunities to build networks, and provides local‑market knowledge as well as leadership to ensure regional teams bring trusted advice, meaningful relationships, and relevant solutions to members. Strengthens Tru’s presence as a cooperative financial institution by enabling teams to understand community needs, simplify members’ lives, and support members in achieving their financial goals
Required Skills, Experience & Qualifications
Seasoned sales executive in financial services, with 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 or financial planning designation is an asset
What’s in it for you: First, we strive to make our team members feel genuinely rewarded. You’ll have:
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
We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.
We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That’s why we offer employees paid time off to volunteer, partner with thousands of local charities, build long‑lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.
By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award‑winning in‑house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.
Candidates, please note: if you are being considered for this role, you 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.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.
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