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Chilliwack Financial Advisor Position
Job in
Chilliwack, BC, P2P, Canada
Listed on 2026-06-03
Listing for:
Envision Financial
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Sales
Job Description & How to Apply Below
In this pivotal role, the Financial Advisor is responsible for providing a full range of services, from deposit/investment solutions to complex lending. You'll engage with members at various life stages, advising them on their financial journey and ensuring a personalized experience through strong relationship building.
Key Responsibilities:
• Identify member needs and offer tailored financial advice
• Process a variety of member transactions, including mortgages
• Actively promote bank products to meet annual goals
• Perform various administrative duties within the branch
• Follow guidelines to prioritize member service and experience
Requirements:
• 2 years in a Member Advisor role is preferred
• Required College or Tech School Diploma
• Must hold a Mutual Funds License
• Excellent organizational skills
• Knowledge of Microsoft Office and banking software
Utilize your financial acumen to make a significant impact on members’ financial well-being at Tru Cooperative Bank.
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