We are currently seeking aFinancial 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

1. 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.
2. 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.
3. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative

📌 Financial Advisor (Chilliwack)
🏢 First West Credit Union
📍 Chilliwack