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Financial Advisor (Trainee) (Chilliwack City Branch)

@ First West

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Chilliwack, Colombie-Britannique

Sur place2+ ans d’expérience
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En bref

Tru Cooperative Bank, through its Chilliwack City branch of First West, is hiring a Financial Advisor (Trainee) to serve current and potential members. The role manages a member portfolio, delivers deposit, investment and complex lending products, and meets annual sales and referral targets. The posting states a college diploma or equivalent experience, a Mutual Funds License, and completion of an internal certification program.

Responsabilités :

  • Build relationships and advise current and potential members
  • Process personal loans, mortgages, RRSP loans and investment products
  • Meet annual branch sales and referral targets
  • Manage a portfolio of members
  • Perform administrative duties such as loan applications and credit investigations

Résumé des exigences :

  • College or tech school diploma (2 years) or equivalent experience
  • Mutual Funds License required; PFP an asset
  • Two years in a member advisor role or equivalent
  • Proficiency in Microsoft Office and banking software
  • Ability to plan, organize and prioritize workload

Outils et compétences

Microsoft OfficeBanking software

Avantages mentionnés

Régime de retraite
Source et dates

Site carrière / système de candidatures · oraclecloud

Date publiée par l’employeur
2026-08-24
Première détection par notre source
2026-10-08
Mise à jour du dossier source
2026-10-09

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineFinance et comptabilité
Expérience2 an(s) et plus
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Permis et certificationsMutual Funds License, PFP
FormationCollégial (DEC) (exigé)

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Description

We are currently seeking a Financial Advisor (Trainee) to join our team.

The Financial Advisor (Trainee) provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor (Trainee) manages a portfolio of members.

Here’s what would be included as a part of your typical day

  1. Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
  2. Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
  3. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
  4. Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.

  5. Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.

Branch Differentiation: Based on the needs of the members and individual circumstances, the following may apply:

  1. Lending limits will be assigned in consultation with credit services, based on experience and competency
  2. In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community

Required Skills, Experience & Qualifications

  • College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
  • Mutual Funds License required; PFP is an asset
  • Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
  • 2 years in a Member Advisor role, or equivalent
  • Demonstrated ability to identify needs and recommend products and services to members
  • Self-starter with ability to work independently and solve problems using common sense and sound judgment
  • Proven ability to plan, organize and prioritize workload
  • Proficient in computer software e.g. Microsoft Office and banking software programs
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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