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Added 10 mins ago
AC
Data Analyst
Aramark Canada
Mississauga, ON
- Full-time
…of data solutions that connect internal systems and external partner platforms. This role transforms complex data into reliable, actionable insights and high-level views that enable…
Added 10 mins ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Calgary, AB
- Full-time
Serve as the trusted business partner for regional offices on all EB&R compliance matters, providing responsive and practical guidance.
Added 10 mins ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Montreal, QC
- Full-time
Serve as the trusted business partner for regional offices on all EB&R compliance matters, providing responsive and practical guidance.
Added 10 mins ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Chilliwack, BC
- Full-time
Serve as the trusted business partner for regional offices on all EB&R compliance matters, providing responsive and practical guidance.
Added 10 mins ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Vancouver, BC
- Full-time
Serve as the trusted business partner for regional offices on all EB&R compliance matters, providing responsive and practical guidance.
Added 10 mins ago
LA
Social Media Content Manager (12-Month Contract)
Loblaw Agency
Toronto, ON
- Full-time
…social content across multiple Loblaw banners, brands, and business priorities. Operating within a complex, fast-paced enterprise environment, this role is critical in ensuring social…
Added 10 mins ago
BU
De Novo Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
…looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking…
Added 10 mins ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Toronto, ON
- Full-time
Serve as the trusted business partner for regional offices on all EB&R compliance matters, providing responsive and practical guidance.
Added 10 mins ago
C
Accounting Supervisor
CBRE
Toronto, ON
- Full-time
Partner with internal teams to make sure that a client's agreement is being followed and met.
Added 10 mins ago
A
Senior Research Strategist, Research Studio
Alida
Vancouver, BC
- Up to $125,000 CAD / year
- Full-time
Partner with clients at the account level to shape research roadmaps aligned to their business priorities
Added 10 mins ago
NS
Sr. Account Manager (PR)
North Strategic
Toronto, ON
- Temporary
In a noisy world, we earn attention through bold ideas, rigorous execution, and a relationship‑first approach that helps our people and our clients grow.
Added 10 mins ago
Director, Digital Experience
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Toronto, ON
Own the business product vision and priorities for the digital storefront and customer-facing capabilities.
Added 10 mins ago
R
Team Lead-Retail- Full Time
Roots
Waterloo, ON
- Full-time
Partner with store management to execute action plans and share feedback on individual and team performance.
Added 26 mins ago
EC
Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Ottawa, ON
- $52,500 CAD / year
- Full-time
Launch Your Career. Learn the Business. Lead Your Own Team.
Added 41 mins ago
AW
Sr. Enterprise Sales Manager, Financial Services (Banking, Wealth management, Payments, Insurance)
Amazon Web Services (AWS)
Toronto, ON
- Full-time
…Services within Canadian Enterprise customers? Do you have the business savvy and the technical sales background necessary to help establish Amazon as a key technology platform…
Added 41 mins ago
ML
HR Advisor
Maple Leaf Foods Inc
ON · Hannon, ON
- $59,000 to $87,000 CAD / year
- Part-time
The incumbent is responsible for supporting the delivery of our people strategy within an assigned client group and acts as an employee champion and change agent. This individual will be…
Added 41 mins ago
EJ
Branch Office Administrator
Edward Jones
Pembroke, ON
- Full-time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors…
Added 41 mins ago
BI
HR Manager
Begin Insurance
Markham, ON
- Full-time
…merit. Sure, you’ll have exposure to the team, but all of its people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know…
Added 41 mins ago
TH
Sr. Analyst, Consumer Insights, Tim Hortons
Tim Hortons
Toronto, ON
- Full-time
…improving sustainable outcomes related to its food, the planet, and people and…
Added 41 mins ago
M
Account Manager, SEM
Monks
Toronto, ON
- Full-time
…Lions' Top 10 Creative Companies (2022-25) and remains the only partner featured in AdExchanger’s Programmatic Power Players list every year (2020-24). Named Adweek’s first AI Agency of the…
Added 41 mins ago
D
Senior Manager, Business Tax - Toronto
Deloitte
Toronto, ON
- Full-time
At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future. Our…
Added 41 mins ago
A3
Learning and Development Manager
Aluminum 3104
Belleville, ON
- Full-time
…one will create more than 100 jobs, most of them filled by people from the communities around our plant. We’ll pair them with experienced industry experts from around the world to build a…
Added 41 mins ago
CC
Production Associate - Garment Hanger/Inspector - 2nd Shift - Temporary
Cintas Canada
Langley (District), BC · Langley, BC
- Full-time
Must be willing to work in a safe proximity to other people for extended periods of time.
Added 41 mins ago
DG
Software Engineering Architect
Dexterra Group
Calgary, AB
- Full-time
…exceptional service while creating meaningful opportunities for our people, clients, and…
Added 41 mins ago
DG
Software Engineering Architect
Dexterra Group
Mississauga, ON
- Full-time
…exceptional service while creating meaningful opportunities for our people, clients, and…

First West

Member Advisor (Penticton Main Branch)

1st Floor, 184 Main Street, Penticton, BC, V2A 8G7, Canada

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Job details

Experience: 2 years of retail/customer service experience or equivalent required
Posting language: English
Posted: Nov 6, 2026

Original job description

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

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.

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

The Member Advisor delivers front-line service by identifying member needs, providing financial advice, and assisting with digital banking adoption. They also process transactions, support branch sales goals, and maintain up-to-date knowledge of regulatory changes.

Requirements

Candidates must have a high school diploma or equivalent and at least 2 years of retail or customer service experience. Proficiency in Microsoft Office and the ability to build strong member relationships are essential.

Skills

Customer service
Financial advice
Digital literacy
Sales
Cash handling
Relationship building
Interpersonal skills
Microsoft Office
Risk management
Problem solving
Communication
Mentoring
Triage
Account management

Benefits

Mental health coverage
Customizable health benefits
Topped-up parental leave
Performance-based compensation
Employee banking advantages
Group RRSP matching
Vacation time
Flexible work arrangements
Paid volunteer time off
In-house training programs
LinkedIn Learning access
External course reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Member Advisor
Financial Cooperative
Retail Banking
Customer Service
Digital Literacy
Sales Targets
Cash Handling
Risk Management
Microsoft Office
Financial Solutions
Relationship Management
Banking Transactions
Regulatory Compliance
ESG Practices
Credit Union

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