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Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Our Value Stream is modernizing advisor- and client-facing platforms and technologies to provide our customers and business partners with secure, reliable, dynamic, and efficient digital…
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Elite Inforce Case Coordinator
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The primary responsibility is to provide pro-active support to our Corporate Account, National Account and Independent Advisor offices, as well to liaison with internal departments to…
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Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…(BRM), Home Financing Lending Manager (HFLM), and Financial Advisor (FA), as well as all administrative findings. The CA will also communicate to their respective Manager, Credit Review,…
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Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
Scotiabank
Toronto, ON · Etobicoke, ON
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
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RQ11309 - Solutions Designer - Senior
Maarut
Toronto, ON
- Contract
midrange server, enterprise storage and SAN, and personal computer system
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MG
Regional Market Development Manager (Canada)
MONAT Global
Toronto, ON
- Full-time
As a trusted coach and advisor, you will inspire confidence, foster accountability, and empower entrepreneurs to achieve meaningful, long-term success. The ideal candidate is passionate…
Added 15 mins ago
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Manager, Systems Development - Agentic Salesforce Delivery
Co-operators
Guelph, ON · Mississauga, ON · Toronto, ON
- Full-time
…out in an increasingly crowded digital world. Our Digital & Advisor Technology team uses the same state-of-the-art technology, development practices and processes as leaders in the market…
Added 15 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Architect Ecosystems: Act as a trusted advisor by understanding third-party integrations (e.g., Deputy, Xero, SevenRooms) to provide venues with a holistic, "all-in-one" technology stack.
Added 15 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Architect Ecosystems: Act as a trusted advisor by understanding third-party integrations (e.g., Deputy, Xero, SevenRooms) to provide venues with a holistic, "all-in-one" technology stack.
Added 15 mins ago
RB
Banking Advisor Intern
Royal Bank of Canada
Huntsville, ON
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 15 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Petawawa, ON
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 15 mins ago
RB
Financial Advisor
Royal Bank of Canada
Edmundston, NB
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
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Manager, Assurance and Accounting
MNP
Penticton 1, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
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Senior Manager, Assurance and Accounting
MNP
Penticton 1, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
AC
Workplace Practices Advisor - International
Air Canada
Dorval, QC
- Full-time
Demonstrated ability to handle highly sensitive personal, medical, labour relations, and workplace information with discretion, sound judgment, and strict confidentiality.
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 1 hour ago
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Financial Advisor
RBC
Edmundston, NB
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
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Client Advisor
RBC
Carman, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
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Client Advisor Intern
RBC
Petawawa, ON
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 1 hour ago
Assistant
Richardson Wealth Ltd
Ottawa, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 1 hour ago
Group Living House Advisor
New Age Services Inc.
Calgary, AB
…fulfilling lives? We are seeking a dedicated and organized House Advisor to oversee the operations of two residential group homes, providing leadership, guidance, and support to a team…
Added 1 hour ago
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Financial Advisor - CIRO-ID (Urban)
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…

First West

Member Advisor (Cherry Lane Branch)

135 - 2111 Main Street, Penticton, BC, V2A 6W6, Canada

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Job details

Experience: 2 years of retail/customer service experience or equivalent required
Posting language: English
Posted: Oct 26, 2026

Original job description

We are currently seeking a Member Advisor to join our team at our Cherry Lane Branch in Penticton.

The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting with online banking setup and addressing inquiries with accuracy and discretion. By recognizing each member’s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, fostering stronger, long-term relationships.

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. Triages member questions and needs through to online banking where appropriate.
Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increase digital banking adoption as per branch goal. Achieves established individual sales and referral targets.
Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.
Other Responsibilities: Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs 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/Team Support: Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently.

Required Skills, Experience & Qualifications

High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset
Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
2 years of retail/customer service experience or equivalent required
Sales and cash handling experience preferred
Demonstrated ability to identify needs and recommend products and services to members.
Strong interpersonal skills and ability to build relationships with current and potential members.
Demonstrated ability to be positive, flexible to change and work in a busy environment.
Proficient in computer software programs e.g. Microsoft Office
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 Member Advisor delivers front-line financial service by identifying member needs, providing tailored solutions, and assisting with digital banking adoption. They are responsible for processing transactions, building long-term member relationships, and supporting branch sales goals.

Requirements

Candidates must have a high school diploma and at least 2 years of retail or customer service experience. Proficiency in computer software and the ability to build relationships and handle cash are essential requirements for the role.

Skills

Financial advice
Customer service
Sales
Cash handling
Relationship building
Digital literacy
Online banking
Account opening
Interpersonal skills
Microsoft Office
Risk management
Communication
Problem solving
Product promotion
Triage

Visa sponsorship

Not detected in the job text

Keywords

Member Advisor
Financial Services
Retail Banking
Customer Service
Sales Targets
Cash Handling
Digital Banking
Account Management
Relationship Management
Financial Advice
Microsoft Office
Risk Ownership
Branch Operations
Cross-selling
Regulatory Compliance

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