Envision Financial
Chilliwack Financial Advisor Position
Job Description
Join Tru Cooperative Bank as a full-time Financial Advisor in Chilliwack, where you will deliver outstanding customer service while managing diverse member financial needs.
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 Diplom...
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 Diplom...