Envision Financial, a division of First West Credit Union
Senior Financial Services Consultant
Job Description
Join Tru Cooperative Bank as a Senior Financial Advisor in Chilliwack, delivering exceptional financial services and deepening member relationships. Provide comprehensive solutions tailored to diverse financial needs.
As a full-time Senior Financial Advisor, you will manage a premium portfolio with a focus on proactive member engagement. Your role is pivotal in recognizing life stage changes, providing effective financial advice and ensuring a personalized banking experience.
Key Responsibilities: • Establish strong relationships with members for financial insights • Process various types of member transactions accurately • Drive branch initiatives by promoting products and referrals • Mentor staff in understanding financial offerings • Participate actively in community-building efforts for the branch
Requirements: • Diploma from College or Tech School preferred • Mutual Funds License and PFP designation preferred • Experience of 2-3 years as a Financial Advi...
As a full-time Senior Financial Advisor, you will manage a premium portfolio with a focus on proactive member engagement. Your role is pivotal in recognizing life stage changes, providing effective financial advice and ensuring a personalized banking experience.
Key Responsibilities: • Establish strong relationships with members for financial insights • Process various types of member transactions accurately • Drive branch initiatives by promoting products and referrals • Mentor staff in understanding financial offerings • Participate actively in community-building efforts for the branch
Requirements: • Diploma from College or Tech School preferred • Mutual Funds License and PFP designation preferred • Experience of 2-3 years as a Financial Advi...