Member-Focused Financial Advisor & Wealth Planner (British Columbia)

Member-Focused Financial Advisor & Wealth Planner (British Columbia)

27 Aug
|
Envision Financial
|
British Columbia

27 Aug

Envision Financial

British Columbia

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. Solid licensing and internal certification are required.

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📌 Member-Focused Financial Advisor & Wealth Planner (British Columbia)
🏢 Envision Financial
📍 British Columbia

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