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Senior Financial Advisor — Wealth & Member Solutions
Job in
Abbotsford, BC, Canada
Listed on 2026-08-30
Listing for:
Envision Financial
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Tru Cooperative Bank in Abbotsford is seeking a Senior Financial Advisor to serve a portfolio of members with investment, deposit and lending services. You will identify life stages and tailor financial solutions, referring to specialists as needed.
The role emphasizes building relationships, meeting branch goals, mentoring staff, and delivering a consistent member experience. 2–3 years in advisory, Mutual Funds license, and proficiency with MS Office are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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