Accounting & Finance

Financial Advisor Trainee: Member Solutions & Growth

Envision Financial

Chilliwack · British Columbia · Canada

Tru Cooperative Bank in Chilliwack, BC seeks a Financial Advisor (Trainee) to deliver exceptional member service by offering deposits, investments and complex lending solutions. The role focuses on identifying life stages and providing tailored financial guidance, while managing a member portfolio and supporting branch objectives.

You will develop relationships, process a wide range of transactions, and participate in cross-sell and referrals to support branch goals.

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Reference: WJ-4703_8782613

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