First West Credit Union is now Tru Cooperative Bank. Join us at: https://www.linkedin.com/company/trucooperativebank
Langley Twp, BC
First West Credit Union is now Tru Cooperative Bank. Follow us at: https://www.linkedin.com/company/trucooperativebank
On-site · Abbotsford
The Financial Advisor provides comprehensive financial solutions, including deposit, investment, and lending services to a managed portfolio of members. They are responsible for achieving branch sales goals, building strong member relationships, and performing administrative tasks such as loan processing and estate administration.
On-site · Kelowna
The Senior Financial Advisor manages a portfolio of members by providing investment, deposit, and complex lending solutions. They are responsible for building strong member relationships, achieving sales targets, and mentoring branch staff.
On-site · Abbotsford
The Senior Financial Advisor manages a portfolio of members by providing investment, deposit, and complex lending solutions tailored to their life stage. They are also responsible for achieving branch sales goals, mentoring staff, and maintaining strong community relationships.
On-site · Delta
The Financial Advisor provides exceptional customer service by offering a full range of deposit, investment, and complex lending services to members. They manage a portfolio of members, identify life stage needs, and support branch goals through proactive product promotion and cross-selling.
On-site · Kelowna
The Financial Planner manages and grows a portfolio of high-value members across multiple branches, providing comprehensive investment and financial planning advice, including deposit and lending services. This role involves regular member meetings to ensure asset retention and assisting with retirement or financial plans while collaborating with internal specialists.
On-site · Kamloops
The Financial Advisor manages a portfolio of members by providing financial advice, deposit/investment solutions, and complex lending services. They are also responsible for supporting branch goals through proactive product promotion and performing administrative tasks such as credit investigations and estate administration.
On-site · Surrey
Manage and grow a portfolio of business banking members by providing advisory services and developing long-term relationships. Responsibilities include executing sales plans, conducting annual account reviews, and providing wealth management solutions.
On-site · Kelowna
Manage a portfolio of members by providing comprehensive investment, deposit, and complex lending solutions tailored to their life stage. Support branch goals through proactive product promotion, sales targets, and mentoring other staff members.
On-site · Township of Langley
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.
On-site · Abbotsford
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.
On-site · Princeton
The Financial Advisor provides comprehensive deposit, investment, and complex lending services to members while managing a dedicated member portfolio. They are responsible for identifying member financial needs, achieving branch sales targets, and performing administrative duties such as estate administration.