Financial Advisor with lending and investment expertise delivers member service at Tru Cooperative Bank through complex financial solutions and referrals.

This Financial

Advisor manages a member portfolio while supporting current and potential members. The work includes deposit and investment products, complex lending, and life-stage financial advice. Advisors may recommend solutions or refer members appropriately.

Key Responsibilities: Build relationships with current and potential members Process personal loans, mortgages, and RRSP loans Open accounts and arrange cards, credit, and insurance products Promote Tru Cooperative Bank products and pursue referrals Complete loan applications, credit investigations, and estate administration Requirements: Two-year related diploma or equivalent education and experience Mutual Funds License required; PFP is an asset Two years as a Member Advisor or equivalent Complete the internal Tru Cooperative certification program Plan workloads, solve problems, and use banking software proficiently Apply financial advice, lending knowledge, and investment expertise while managing member relationships for Tru Cooperative Bank.

📌 Financial Advisor Lending Investments (Chilliwack)
🏢 Envision Financial
📍 Chilliwack