Senior Financial Advisor — Wealth & Member Solutions (British Columbia)

Senior Financial Advisor — Wealth & Member Solutions (British Columbia)

30 Aug
|
Envision Financial
|
British Columbia

30 Aug

Envision Financial

British Columbia

Tru Cooperative Bank in Abbotsford is seeking a Senior Financial Advisor to serve a portfolio of members with investment, deposit and lending services. You will identify life stages and tailor financial solutions, referring to specialists as needed.
The role emphasizes building relationships, meeting branch goals, mentoring staff, and delivering a consistent member experience. 2–3 years in advisory, Mutual Funds license, and proficiency with MS Office are preferred.

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📌 Senior Financial Advisor — Wealth & Member Solutions (British Columbia)
🏢 Envision Financial
📍 British Columbia

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