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

Branch Manager (Ridge Meadows Branch)

On-site · Maple Ridge

The Branch Manager is responsible for directing the growth strategy, service portfolio, and financial performance of the assigned branch. This includes leading the branch team, executing annual business plans, and fostering long-term member relationships within the community.

Member Advisor (Mission Branch)

On-site · Mission

The Member Advisor provides front-line financial service by identifying member needs and offering tailored financial solutions or referrals. They process a full range of member transactions and promote digital banking adoption to meet branch goals.

Business Banking Advisor (South Point Branch)

On-site · Surrey

The Business Banking Advisor manages and grows a portfolio of business members by providing advisory services and identifying wealth management needs. They are responsible for business development through community networking and executing sales plans to attract new business.

Business Banking Advisor (Mission and Abbotsford Branches)

On-site · Mission

The Business Banking Advisor manages and grows a portfolio of business members by providing advisory services and wealth management solutions. They are responsible for business development through community networking and ensuring all credit terms and risk management protocols are met.

Senior Financial Advisor (South Point Branch)

On-site · Surrey

Manage a portfolio of members by providing investment, deposit, and complex lending solutions tailored to their life stages. Drive branch success through proactive product promotion, meeting sales targets, and mentoring other employees.

Mobile Member Advisor (South Point Branch)

On-site · Surrey

The Member Advisor - Mobile provides exceptional customer service by assisting members with transactions and financial solutions. The role also involves supporting branch goals through proactive promotion of products and services.

Senior Financial Advisor (Fleetwood Branch)

On-site · Surrey

The Senior Financial Advisor builds strong relationships with members, providing financial advice and managing a portfolio of high-value clients. They also process complex transactions and support branch goals through proactive promotion of products and services.

Member Advisor (Ladner Branch)

On-site · Delta

The Member Advisor delivers front line service by identifying and responding to member needs through financial conversations and assists with online banking setup. They build relationships with members, process transactions, and support branch goals through proactive promotion of products and services.

Senior Financial Advisor (Willoughby Branch)

On-site · Langley

The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. They build strong relationships with members, manage their portfolios, and support branch goals through proactive promotion of products and services.

Member Advisor (Sardis Branch)

On-site · Chilliwack

The Member Advisor delivers front line service by identifying and responding to member needs through financial conversations. They also assist with online banking setup and provide tailored financial solutions to enhance member relationships.