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
Manage and grow a portfolio of business banking members by providing financial advice, conducting credit reviews, and addressing members’ business, personal banking, and wealth management needs. Develop new business and referrals, meet sales and growth targets, and manage delinquent accounts to support recovery and risk controls.
On-site · Abbotsford
Manage and grow a portfolio of business banking members, advising on their business, personal banking, and wealth management needs while building long-term relationships. Develop new business and referrals, meet sales and growth targets, review credit accounts, and address delinquent accounts in accordance with risk procedures.
On-site · Surrey
Serve members across multiple branches by handling financial transactions, advising on financial needs, and referring members to appropriate advisors. Support branch goals through sales and referrals, and assist with cash operations, ATM maintenance, administrative tasks, and compliance activities.
On-site · Chilliwack
Manage a portfolio of members by assessing their financial needs and providing advice on investment, deposit, and complex lending products, while processing related transactions. Support branch goals through sales, referrals, community relationship-building, and mentoring branch employees.
On-site · Langley (District)
Build and manage relationships with current and prospective members, assess their financial needs, and provide advice or referrals. Process complex lending, investment, and account transactions; support branch goals through sales and referrals; and complete related administrative duties.
On-site · Chilliwack
Manage and advise a portfolio of members, identifying their financial needs and providing investment, deposit, and complex lending solutions or referrals. Support branch sales goals, process member transactions, build community relationships, and mentor branch employees on lending and investment products.
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.
