Accounting & Finance

Senior Financial Advisor — Wealth & Member Solutions

Envision Financial

Abbotsford · Fraser Valley Regional District · Canada

Tru Cooperative Bank in Abbotsford is seeking a Senior Financial Advisor to serve a portfolio of members with investment, deposit and lending services. You will identify life stages and tailor financial solutions, referring to specialists as needed.

The role emphasizes building relationships, meeting branch goals, mentoring staff, and delivering a consistent member experience. 2–3 years in advisory, Mutual Funds license, and proficiency with MS Office are preferred.

#J-18808-Ljbffr

Reference: WJ-291_10602640

Apply now

Continue on the employer's official application - the same link they use for every candidate.

More jobs

This role is listed on GigBlows for discovery and search. Hiring decisions and applications are handled by the employer or their chosen application system.