Envision Financial is a division of Tru Cooperative Bank, where banking is built on community, powered by cooperation.
Langley Township, British Columbia
Envision Financial, a division of Tru Cooperative Bank, provides banking, borrowing and investment services for residents and businesses across Canada.
On-site · Langley (District)
Provide day-to-day support to the commercial banking sales team through financial analysis, reporting, and collections. Handle member enquiries, process loan documentation, and assist with annual credit reviews.
On-site · Vancouver
The Member Advisor provides front-line financial services by identifying member needs and offering tailored financial solutions or referrals. Responsibilities include processing transactions, promoting digital banking adoption, and achieving sales targets to support branch goals.
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 building, and mentoring junior staff.
On-site · Delta
Lead and mentor a team of branch advisory employees to ensure exceptional member service and the achievement of sales and service delivery targets. Manage branch compliance, risk management, and daily operations in the absence of the branch manager.
On-site · Chilliwack
Provide exceptional customer service by offering deposit, investment, and complex lending solutions to members. Manage a member portfolio and support branch goals through proactive product promotion and administrative duties.
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.
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.
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.
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.
On-site · Langley (District)
The Assistant Branch Manager leads a team of advisory employees, providing coaching and mentoring to ensure exceptional member service and the achievement of sales targets. They are also responsible for branch compliance, risk management, and overseeing operations in the absence of the branch manager.
On-site · Chilliwack
The Financial Advisor provides comprehensive financial advice and manages a portfolio of members by offering deposit, investment, and complex lending services. They are responsible for achieving branch sales targets and performing administrative duties such as credit investigations and estate administration.
