Financial Advisor: Relationship Builder & Growth

Envision Financial; Chilliwack; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Mental health coverage

Health benefits + parental leave top‑t

RRSP matching

Vacation time

Flexible work arrangements

Job summary

Envision Financial in Chilliwack seeks a full-time Financial Advisor to serve members with deposits, investments, and lending solutions. You’ll build strong relationships, manage a member portfolio, and refer complex needs to specialists. A strong client focus and ability to cross-sell are valued in this role.

You will process varied transactions, support branch goals, and uphold risk policies while providing exceptional service and guidance. Join a team committed to growth and community impact.

Qualifications

• Diploma in related discipline or equivalent experience required.
• Mutual Funds License required; PFP is an asset.
• Complete internal Tru Cooperative certification program 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 Microsoft Office and banking software programs.
• Displays an understanding of risk and adherence to policies and procedures.

Responsibilities

• Build strong relationships with current and potential members; identify life stage and provide financial advice or referrals.
• Process a full range of complex member transactions including loans, mortgages, RRSP loans, and investments under $100K; open accounts and related banking services.
• Support branch goals and actively seek cross-sell/referral opportunities; achieve sales targets.
• Perform administrative duties including loan applications, credit investigations, and follow-up calls.
• Prioritize and manage schedules to deliver a remarkable, consistent member experience across Tru Cooperative.

Skills

Customer service

Relationship building

Independent worker

Problem solving

Organizational skills

Education

Diploma (2 years) in related discipline

Tools

Microsoft Office

Banking software

Job description

Envision Financial in Chilliwack seeks a full-time Financial Advisor to serve members with deposits, investments, and lending solutions. You’ll build strong relationships, manage a member portfolio, and refer complex needs to specialists. A strong client focus and ability to cross-sell are valued in this role.

You will process varied transactions, support branch goals, and uphold risk policies while providing exceptional service and guidance. Join a team committed to growth and community impact.