06 Sep
|
Envision Financial
|
Abbotsford
06 Sep
Envision Financial
Abbotsford
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. Robust licensing and internal certification are required.
📌 Member-Focused Financial Advisor & Wealth Planner (Abbotsford)
🏢 Envision Financial
📍 Abbotsford