Job Description We are currently seeking a Financial Advisor (Trainee) to join our team. The Financial Advisor (Trainee) provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor (Trainee) manages a portfolio of members. Here’s what would be included as a part of your typical day Member Service: Builds solid 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

📌 Financial Advisor (Trainee) (Chilliwack City Branch)
🏢 Envision Financial
📍 Chilliwack