EF

Envision Financial

Verified Job Source

Envision Financial is a division of Tru Cooperative Bank, where banking is built on community, powered by cooperation.

Langley Township, British Columbia

Financial Services
201–500 people

About

Envision Financial, a division of Tru Cooperative Bank, provides banking, borrowing and investment services for residents and businesses across Canada.

Open positions

Senior Financial Advisor (Garrison Village Branch)

On-site · Chilliwack

Manage a portfolio of high-value members by providing comprehensive investment, deposit, and complex lending solutions. Support branch goals through proactive product promotion, member relationship management, and mentoring other staff members.

Financial Advisor (Town Centre Branch)

On-site · Abbotsford

The Financial Advisor provides comprehensive financial solutions, including complex lending and investment services, to a portfolio of members. They are responsible for achieving branch sales targets and performing administrative duties such as credit investigations and estate administration.

Senior Financial Advisor (Abby Village Branch)

On-site · Abbotsford

The Senior Financial Advisor manages a high-value member portfolio by providing comprehensive investment, deposit, and complex lending solutions. They are responsible for achieving branch sales targets and mentoring other employees on financial products.

Financial Advisor (Sunshine Hills Branch)

On-site · Delta

The Financial Advisor manages a member portfolio by providing financial advice and processing complex lending and investment transactions. They are responsible for achieving branch sales targets and maintaining strong community and member relationships.