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 · Surrey
The Assistant Branch Manager leads and coaches a team of advisory employees to ensure exceptional service delivery and achievement of branch sales targets. They are also responsible for branch compliance, risk management, and overseeing operations in the absence of the branch manager.
On-site · Surrey
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 processing complex transactions and achieving annual branch sales and referral targets.
On-site · Abbotsford
Provides analytical and administrative support to the commercial sales team, focusing on underwriting and annual reviews for credit applications. Manages loan origination processes and monitors risk for construction and real estate financing.
On-site · Maple Ridge
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 estate administration and credit investigations.
On-site · Delta
The Senior Financial Advisor manages a portfolio of high-value members by providing investment, deposit, and complex lending solutions. They are responsible for achieving branch sales targets and mentoring other employees on financial products.
