Talent.com
Envision Financial
Financial Advisor (Downtown Chilliwack) Full TimeEnvision Financial • Chilliwack, BC, Canada
Financial Advisor (Downtown Chilliwack) Full Time

Financial Advisor (Downtown Chilliwack) Full Time

Envision Financial • Chilliwack, BC, Canada
30+ days ago
Job type
  • Full-time
Job description

We are currently seeking a full-time Financial Advisor to join our team in downtown Chilliwack.

The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.

Here’s what would be included as a part of your typical day

  • Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
  • Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
  • Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
  • Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.
  • Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Branch Differentiation: Based on the needs of the members and individual circumstances, the following may apply:

  • Lending limits will be assigned in consultation with credit services, based on experience and competency
  • In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community

Required Skills, Experience & Qualifications

  • College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
  • Mutual Funds License required; PFP is an asset
  • Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
  • 2 years in a Member Advisor role, or equivalent
  • Demonstrated ability to identify needs and recommend products and services to members
  • Self-starter with ability to work independently and solve problems using common sense and sound judgment
  • Proven ability to plan, organize and prioritize workload
  • Proficient in computer software . Microsoft Office and banking software programs
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Create a job alert for this search

Financial Advisor (Downtown Chilliwack) Full Time • Chilliwack, BC, Canada

Similar jobs

Principal Advisor Underground - chilliwack

Brunelchilliwack, bc, ca
Full-time

Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more

 • Promoted

Litigation Lawyer - Independent Contractor - Remote and Hybrid - Canada - chilliwack

MT>Align, a division of McCarthy Tétrault LLPchilliwack, bc, ca
Remote
Full-time

Work for yourself, but with us!.Align, a division of McCarthy Tétrault LLP, pairs high caliber independent contract lawyers with our clients who need legal support.Align, successful applicants will... Show more

 • Promoted

Senior Compliance Associate - chilliwack

BET99chilliwack, bc, ca
Full-time

BET99 is Canada's Premiere Online Sportsbook and Casino.Since our launch in 2020, we have consistently innovated the online gaming landscape every step of the way, exponentially growing our custome... Show more

 • Promoted

Family Physician - Community - Chilliwack - Chilliwack General Hospital

Fraser Health AuthorityChilliwack, BC, CA
Part-time

We are looking for a Family physician with advanced training in Care of the Elderly to join our team in Fraser East, affiliated with Fraser Health Authority.Provide care to home health and homeboun... Show more

 • Promoted

Life Underwriting Specialist/Consultant - chilliwack

Empire Lifechilliwack, bc, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more

 • Promoted

Growth Lead - chilliwack

Lilo Socialchilliwack, bc, ca
Full-time

Lilo Social is a full-funnel eCommerce growth agency specializing in acquisition and retention for direct-to-consumer brands.With a team of over 75 professionals, we deliver best-in-class paid medi... Show more

 • Promoted

Search Consultant - Remote - chilliwack

Berkner Groupchilliwack, bc, ca
Remote
Full-time

Berkner Group is a specialized search firm focused on building leadership and technical teams for companies across climate, deep tech, and other innovation-driven sectors.We work closely with found... Show more

 • Promoted

Senior Project Planner - chilliwack

The RTOC Groupchilliwack, bc, ca
Full-time

Our client's Project Team is looking for a Senior Project Planner resource to support this Portfolio.This role will be based in Calgary, with project locations in Alberta and BC.Minimal travel may ... Show more

 • Promoted

Youth Mentor & Community Engagement Lead (Hybrid) Chilliwack

YFC SteinbachChilliwack, BC, CA
Full-time

An established industry player in youth engagement is seeking a compassionate Youth Worker to join their Chilliwack team.This role involves supporting vulnerable youth through mentorship, community... Show more

 • Promoted

Northern Station Agent - chilliwack

Air Creebec inc.chilliwack, bc, ca
Full-time

In collaboration with other team members and in compliance with the established quality standards, you will provide customer services related to flights and answer various enquiries on fares, fligh... Show more

 • Promoted • New!

Aquaculture & Petfeed Commodity Trader - chilliwack

Redstone Search Groupchilliwack, bc, ca
Full-time

Redstone Commodity Search is a leading search firm offering 360° talent solutions across the global commodities markets.We provide unparalleled access to professionals across trading houses, produc... Show more

 • Promoted

Senior Consultant, AI - chilliwack

Konica Minolta Business Solutions Canadachilliwack, bc, ca
Full-time

Exciting Opportunity in Canada - Remote.Lead the design and implementation/delivery of AI solutions, AI Training, Adoption, or Assessments, ensuring alignment with customer objectives, adhering to ... Show more

 • Promoted

Chilliwack Housekeeper - Full Time

Kaizen Lab Inc.Chilliwack, BC, CA
Full-time

Become a Full-Time Housekeeper at Phoenix Society in Chilliwack, BC.This role focuses on ensuring cleanliness and organization within the facility and is pivotal for resident comfort.Your primary r... Show more

 • Promoted

Full Time Bingo Coordinator - Elements Casino Chilliwack

Great Canadian EntertainmentChilliwack, BC, CA
Full-time

Do you have the ability to strike up a positive conversation with anyone? Elements Casino Chilliwack is currently looking for a Bingo Coordinator to join our team! Under the direct supervision of t... Show more

 • Promoted

Equity Partner & National Leader AI Business Solutions - chilliwack

People Machinechilliwack, bc, ca
Full-time

Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more

 • Promoted

A&W Assistant Manager All Chilliwack locations

WorkstreamChilliwack, BC, CA
Full-time

Be part of a mature, fun leadership team and excel your career with A&W!.A&W takes pride in offering our employees a working environment that is based on respect and listening.Everyone's efforts an... Show more

 • Promoted

Chilliwack Director of Finance Role

Ruth & Naomi's MissionChilliwack, BC, CA
Full-time

Take on the Director of Finance & Corporate Services role at Ruth & Naomi’s Mission in Chilliwack, BC.This leadership position requires oversight of financial health and operational strategies.In t... Show more

 • Promoted

Kyle looking for a babysitter or nanny in Chilliwack

SitlyChilliwack, CA
Part-time

Im a single father with a beautiful 4 yr old daughter.Im looking for someone to be able to help with either drop offs and pick ups for my daughter sometimes, and maybe days I need to work like occa... Show more

 • Promoted

Business Analyst - chilliwack

fintexchilliwack, bc, ca
Full-time

Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Show more

 • Promoted

Client‑Centric Financial Advisor & Planner

ScotiabankChilliwack, BC, CA
Full-time

A leading financial institution is seeking a Financial Advisor in Chilliwack, British Columbia.The role involves building strong customer relationships, providing insights, and achieving sales goal... Show more