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Envision Financial

Assistant Branch Manager (Willoughby Branch)

Langley (District), BC, Canada
Langley, BC, Canada

$64,400 to $82,500 CAD / year · Full-time

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Job details

Pay: $64,400 to $82,500 CAD / year
Job type: Full-time
Apply by: Dec 5, 2026
Experience: 4 years progressive experience in sales advisory roles within the financial services industry experience required
Posting language: English
Posted: Nov 5, 2026

Original job description

Job Description

We are currently seeking an Assistant Branch Manager to join our team.

The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to direct reports. The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating; and manages the branch, within designated limits and authority, in the absence of the branch manager.

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

Leadership: Provides leadership and direction to assigned branch advisory employees: conducts orientation and training as required. Prioritizes and balances workloads, conducts regular coaching/mentoring sessions, and is responsible for completing performance reviews. Builds and promotes a team environment, reinforces positive behavior, corrects performance and initiates disciplinary action, as required. Works to resolve complex or escalated member issues.
Annual Business Plan: Participates in the development and achievement of the annual business plan. Ensures team goals and targets are achieved; ensures employees receive the training and tools required to be successful. Participates in setting branch service delivery targets and inspires employees to provide exceptional service delivery to members.
Business Development: Seeks opportunities to promote the branch and Tru Cooperative Bank within the community by participating in community events and enhancing or developing new member relationships. Refers new contacts and potential sales opportunities to appropriate advisor.
Financial Management: Ensures direct report’s credit recommendations and/or approvals are in accordance with established policies. Approves credit application within established limits, as required.
Risk Management: Investigates and resolves risk management security issues such as robbery or fraud. Acts as branch compliance officer and completes related legislative processes and procedures; communicates updates on legislative requirements to branch employees, as required.

Other dutiesas 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.

Required Skills, Experience & Qualifications

Bachelor's Degree in related discipline or equivalent combination of education and experience
Mutual Fund License required depending on region
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
PFP preferred
Leadership Development courses preferred
4 years progressive experience in sales advisory roles within the financial services industry experience required
Business development experience preferred
Sales leadership and coaching experience preferred
Demonstrated leadership attributes and/or experience coaching a sales team
Demonstrated ability to recognize needs, identify appropriate products and build strong customer relationships
Proven track record achieving or exceeding sales targets in retail lending and investment products and service
Self-starter with ability to work independently and solve problems using common sense and sound judgment
Demonstrated ability to be positive and flexible to change and work in a busy environment
Proficient in computer software programs 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. The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive exceptional service by providing leadership, coaching and mentoring to direct reports. The ABM participates in goal setting, tracking branch results and monitoring quality of sales/service delivery targets; responsible for branch compliance/FINTAC audit rating; and manages the branch, within designated limits and authority, in the absence of the branch manager.

About Us

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back - in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement On AI Use

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement Of Genuine Vacancy

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

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More about this job

Responsibilities

Lead, coach, and develop branch advisory employees while supporting business-plan goals, sales and service targets, member relationships, and resolution of complex member issues. Oversee credit decisions within delegated limits, branch compliance and risk processes, and branch operations when the branch manager is absent.

Requirements

Requires a bachelor’s degree in a related discipline or an equivalent combination of education and experience, plus four years of progressive sales advisory experience in financial services. Candidates need demonstrated leadership and coaching ability, a record of meeting sales targets, and strong customer relationship, problem-solving, and risk-compliance skills; a mutual fund license may be required depending on region, while PFP and leadership development courses are preferred.

Skills

Team Leadership
Coaching And Mentoring
Performance Management
Sales Target Achievement
Business Development
Member Relationship Building
Customer Service
Retail Lending
Investment Products And Services
Credit Assessment
Risk Management
Regulatory Compliance
Problem Solving
Microsoft Office
Banking Software
Change Adaptability

Benefits

Mental Health Coverage And Resources
Customizable Health Benefits
Topped-Up Parental Leave
Performance-Based Compensation
Employee Banking Advantages
Group RRSP Matching
Vacation Time
Flexible Work Arrangements
Paid Time Off To Volunteer
In-House Training Programs
LinkedIn Learning Access
External Course Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Branch Management
Financial Services
Financial Advisor
Team Leadership
Coaching
Mentoring
Performance Reviews
Annual Business Plan
Sales Targets
Service Delivery
Business Development
Member Relationships
Retail Lending
Investment Products
Mutual Fund License
PFP
Credit Recommendations
Credit Applications
Risk Management
Fraud Prevention
Branch Security
Regulatory Compliance
FINTAC Audit
Microsoft Office
Banking Software
Internal Certification Program

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