Job Description
Take your career to new heights as a Senior Financial Advisor with Tru Cooperative Bank in Chilliwack. Deliver dedicated financial solutions that cater to unique member needs.
This full-time role requires managing a portfolio of distinguished members, where you'll provide personalized financial advice and navigate complex lending services. You'll actively promote products, achieve sales targets, and mentor less experienced team members.
Key Responsibilities:
• Cultivate relationships with high-value members
• Process intricate transactions in lending and investments
• Promote financial products to fulfill sales goals
• Mentor staff on financial strategies and offerings
• Ensure a cohesive experience for all members
Requirements:
• 2-3 years of Financial Advisor experience or similar
• Necessary Mutual Funds License for advisory role
• Relevant college diploma or equivalent experience
• Track re...
This full-time role requires managing a portfolio of distinguished members, where you'll provide personalized financial advice and navigate complex lending services. You'll actively promote products, achieve sales targets, and mentor less experienced team members.
Key Responsibilities:
• Cultivate relationships with high-value members
• Process intricate transactions in lending and investments
• Promote financial products to fulfill sales goals
• Mentor staff on financial strategies and offerings
• Ensure a cohesive experience for all members
Requirements:
• 2-3 years of Financial Advisor experience or similar
• Necessary Mutual Funds License for advisory role
• Relevant college diploma or equivalent experience
• Track re...
Ready to Apply?
Submit your application today and join our talented team at Envision Financial.
Submit ApplicationJob Details
- Location chilliwack, bc
- Job Type Full-time
- Category Finance
- Posted Date July 04, 2026
- Application Deadline August 13, 2026