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Customer-Focused Financial Advisor

Company

Envision Financial, a division of First West Credit Union

Location

hope, bc

Posted

July 09, 2026

Position Overview

Join Tru Cooperative Bank as a Financial Advisor and make a difference in members' financial well-being. Your expertise will play a pivotal role in guiding members through complex financial needs.

This position entails building strong relationships with members and offering tailored advice according to their financial life stages. As a Financial Advisor, you will manage member accounts, process various transactions, and promote a full suite of Tru Cooperative products. Achieving branch sales targets while providing remarkable service is essential.

Key Responsibilities:
β€’ Build and maintain strong relationships with members
β€’ Process a range of member financial transactions
β€’ Promote bank products and assist in cross-selling opportunities
β€’ Complete loan applications and administrative support
β€’ Align with branch goals through proactive member service

Requirements:
β€’ College diploma in finance or a related field<...

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