More jobs:
Financial Advisor
Job in
Chilliwack, BC, P2P, Canada
Listed on 2026-05-16
Listing for:
Envision Financial, a division of First West Credit Union
Full Time
position Listed on 2026-05-16
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Join Tru Cooperative Bank as a full-time Financial Advisor in Chilliwack, delivering exceptional customer service and tailored financial strategies. Engage with members through comprehensive banking services.
This position focuses on managing member portfolios, identifying needs according to life stage, and providing financial advice or referrals. You will process various complex transactions and contribute to branch goals through product promotion and customer engagement during campaigns and initiatives.
Key Responsibilities:
• Develop relationships and identify client needs
• Process personal loans, mortgages, and investment accounts
• Support product promotions and referral opportunities
• Administer tasks like loan applications and estate management
• Organize schedules for optimal member service
Requirements:
• Diploma or equivalent experience in finance-related fields
• Minimum two years as a Member Advisor or equivalent
• Required Mutual Funds License and internal certification
• Capable problem-solver with excellent planning skills
• Familiarity with Microsoft Office and related software
Make your mark in the financial sector by offering personalized advice at Tru Cooperative Bank.
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