Member-Focused Financial Advisor & Wealth Planner

Envision Financial; Abbotsford; On-site; CAD 55,000 - 75,000; Full time

Job summary

Tru Cooperative Bank is seeking a Financial Advisor to deliver exceptional member service by offering a full range of deposit, investments, and lending solutions. You’ll manage a member portfolio and elevate financial life stage planning through advice or referrals to specialists.

The role emphasizes relationship-building, complex transactions, and achieving branch sales goals while maintaining high risk controls and customer satisfaction. Strong licensing and internal certification are required.

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 e.g. Microsoft Office and banking software programs.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Responsibilities

• 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.

Skills

Mutual Funds License

PFP certification

Internal Tru Cooperative certification

Education

College or Tech School Diploma (2 years) in related discipline or equivalent combo

Tools

Microsoft Office

Banking software

Job description

Tru Cooperative Bank is seeking a Financial Advisor to deliver exceptional member service by offering a full range of deposit, investments, and lending solutions. You’ll manage a member portfolio and elevate financial life stage planning through advice or referrals to specialists.

The role emphasizes relationship-building, complex transactions, and achieving branch sales goals while maintaining high risk controls and customer satisfaction. Strong licensing and internal certification are required.