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First West

Financial Advisor (Sardis Branch)

45410 Luckakuck Way, Chilliwack, BC, V2R 3S9, Canada

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Job details

Experience: College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
Posting language: English
Posted: Oct 28, 2026

Original job description

We are currently seeking a Financial Advisor to join our team.

The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.

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

Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.
Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required.
Other duties as 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.

Branch Differentiation: Based on the needs of the members and individual circumstances, the following may apply:

Lending limits will be assigned in consultation with credit services, based on experience and competency
In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community

Required Skills, Experience & Qualifications

College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required
Mutual Funds License required; PFP is an asset
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
2 years in a Member Advisor role, or equivalent
Demonstrated ability to identify needs and recommend products and services to members
Self-starter with ability to work independently and solve problems using common sense and sound judgment
Proven ability to plan, organize and prioritize workload
Proficient in computer software 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.

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More about this job

Responsibilities

The Financial Advisor manages a portfolio of members by providing financial advice, deposit/investment solutions, and complex lending services. They are also responsible for supporting branch goals through proactive product promotion and administrative tasks such as loan applications and estate administration.

Requirements

Candidates must have a college or tech school diploma and a Mutual Funds License, with at least 2 years of experience in a Member Advisor role. Proficiency in Microsoft Office and banking software, along with strong organizational and problem-solving skills, is required.

Skills

Customer service
Financial advice
Lending services
Portfolio management
Relationship building
Sales
Cross-selling
Loan processing
Investment products
Administrative duties
Credit investigations
Problem solving
Microsoft Office
Banking software
Risk management

Visa sponsorship

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Keywords

Financial Advisor
Deposit
Investments
Lending
Retail mortgages
RRSP loans
Credit cards
Overdraft protection
Insurance
Mutual Funds License
PFP
Credit services
Administrative
Estate administration
Loan applications
Credit investigations
Microsoft Office
Banking software
Risk ownership
Member service
Sales targets
Cross-sell
Referral
Financial planning

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