Tru Cooperative Bank Financial Advisor
Envision Financial, a division of First West Credit Union • delta, metro vancouver regional district • Posted July 13, 2026
About the Role
Enhance your career as a Financial Advisor at Tru Cooperative Bank in North Delta. Deliver personalized financial advice and manage member relationships to foster financial well-being.
Join a dedicated team committed to providing top-notch service. This full-time Financial Advisor role involves assessing member financial needs, processing complex transactions, and building strong, lasting relationships. You will also drive branch success by promoting products and achieving sales targets.
Key Responsibilities:
• Develop relationships with members to understand their financial paths
• Execute transactions such as loans and investment products
• Actively participate in branch promotions and referral programs
• Manage administrative duties for member accounts as needed
• Maintain a significant community presence and impact
Requirements:
• College or Tech School Diploma in relevant field
• Must possess Mutual F...
Join a dedicated team committed to providing top-notch service. This full-time Financial Advisor role involves assessing member financial needs, processing complex transactions, and building strong, lasting relationships. You will also drive branch success by promoting products and achieving sales targets.
Key Responsibilities:
• Develop relationships with members to understand their financial paths
• Execute transactions such as loans and investment products
• Actively participate in branch promotions and referral programs
• Manage administrative duties for member accounts as needed
• Maintain a significant community presence and impact
Requirements:
• College or Tech School Diploma in relevant field
• Must possess Mutual F...