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Added 6 mins ago
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Freelance Beauty Brand Advisor | Multi-Brand Retail | Montreal
Headkount
Montreal, QC
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 6 mins ago
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Security advisor
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a security advisor, you help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's…
Added 6 mins ago
WC
Human Resources Business Partner (2026-411-CS)
WoodGreen Community Services
Toronto, ON
- Contract
Act as a trusted advisor to employees and management while providing guidance on employee relations, policies and procedures, and employee engagement.
Added 22 mins ago
JI
Lead Analytics Engineer & Data Platform Lead
J.D. Irving, Limited
Saint John, NB
- Full-time
The successful candidate combines strong technical expertise with business acumen and serves as a trusted advisor to business stakeholders, technology teams, and analytics resources across…
Added 22 mins ago
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Senior IT Risk Advisor
Desjardins
Levis, QC · Montreal, QC
- Full-time
…and coordinating risk management issues. As a Senior IT Risk Advisor, you’ll mainly work on managing and remediating risks within the division. You play a key role in analyzing, overseeing,…
Added 36 mins ago
H
Freelance Beauty Brand Advisor | Multi-Brand Retail | Toronto
Headkount
Toronto, ON
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 36 mins ago
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Public Sector Buildings - Greater Toronto Area Talent Community
Tiree
Toronto, ON
- Full-time
Professionals in this space typically act as a trusted advisor to public-sector clients, navigating complex stakeholder environments while supporting the delivery of projects that improve…
Added 36 mins ago
NC
Manager, Content strategy and Operations
Newfoundland Capital Corporation Limited
Toronto, ON
- Full-time
This role combines creative thinking, client engagement, project management, and hands-on digital signage content management. You’ll help shape engaging content experiences, develop…
Added 37 mins ago
AC
Marketing Advisor, Social Media
Air Canada
Toronto, ON · Dorval, QC
- Full-time
…thinking and feeling about the brand. In turn, the Marketing Advisor, Social interprets consumer feelings and thoughts and expresses the brand to the online community through active…
Added 37 mins ago
SD
Human Resources Business Partner - SDM Northern Alberta
Shoppers Drug Mart
Edmonton, AB
- Full-time
As the Human Resources Business Partner is an Internal Consultant/Advisor to regional resources and Associate-Owners for all Human Resources Management disciplines.
Added 52 mins ago
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PLM/MES Business Transformation Director
MDA
Brampton, ON · Sainte-Anne-de-Bellevue, QC
- Full-time
Executive-level communication experience, including Steering Committee engagement, sponsor management, and senior stakeholder alignment.
Added 1 hour ago
Public Sector Buildings - Greater Toronto Area Talent Community
Tiree
Toronto, ON
Professionals in this space typically act as a trusted advisor to public-sector clients, navigating complex stakeholder environments while supporting the delivery of projects that improve…
Added 1 hour ago
SD
Human Resources Business Partner - SDM Northern Alberta
Shoppers Drug Mart
AB · Edmonton, AB
- Full-time
As the Human Resources Business Partner is an Internal Consultant/Advisor to regional resources and Associate-Owners for all Human Resources Management disciplines.
Added 1 hour ago
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Financial Advisor CIRO-ID (Urban)
CIBC
Ottawa, ON
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 1 hour ago
Engineering Lead- Global Payments Engineering
Scotiabank
Toronto, ON
…agent, helping teams improve ways of working, strengthen product engagement, and achieve measurable outcomes that align with strategic business value. This role will contribute to the…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Halifax, NS
- Part-time
Added 1 hour ago
AC
Director, Pricing & Market Access
Arctava Canada Inc
Canada
- Full-time
Serve as a trusted senior advisor and primary client contact for market access engagements, managing relationships with VP/C-suite level client stakeholders.
Added 1 hour ago
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Data Governance Advisor
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We are looking for a Senior Data Governance advisor who will report to the Enterprise Data Governance Manager, and who’ll be tasked with helping us to deploy data governance and enable the…
Added 1 hour ago
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Enterprise Architect
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…consistently applied across initiatives. The EA serves as a trusted advisor to business and technology stakeholders while operating in close coordination with the CISO, Director of GRC, and…
Added 2 hours ago
M
Senior Advisor, Stakeholder Relations
Metrolinx
Toronto, ON
- Full-time
We are currently seeking a Senior Advisor, Stakeholder Relations to join our Stakeholder Relations office within our Community, Communications & Stakeholder Relations division. The Senior…
Added 2 hours ago
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Sr. Manager, Workforce Readiness
McKesson
Mississauga, ON
- Full-time
The ideal candidate has experience with launching internal AI enablement programs, is a trusted advisor within program team, with senior executives, and brings strong business acumen,…
Added 2 hours ago
C
Associate Financial Advisor
CIBC
Summerside, PE
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 2 hours ago
Senior Energy Engineer
GHD Group Pty Ltd
Waterloo, ON
Act as a technical advisor to clients by presenting modelling results, explaining technical and financial implications, and helping prioritize practical energy and carbon-reduction measures.
Added 2 hours ago
E
Human Resources Business Partner (HRBP)
EPCOR
AB · Edmonton, Alberta
- Full-time
- Temporary
…Associate Director, HR Operations, you will serve as a trusted advisor to leaders within North American Commercial Services, helping them navigate workforce challenges and achieve business…
Added 2 hours ago
M
Salesforce Business Analyst (Financial Services Cloud)
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
Functional CRM Salesforce advisor role (business analysis)

First West

Senior Member Experience Advisor (MAC)

Langley (District), BC, Canada
200-19933 88th Ave, Langley, BC, V2Y 4K5, 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
Posting language: English
Posted: Oct 27, 2026

Original job description

We are currently seeking a Senior Member Experience Advisor (MAC) to join our team.

The Senior Member Experience Advisor (MAC) delivers exceptional service and advice to a diverse range of members across all divisions. This role focuses on providing proactive, holistic financial advice by engaging members through Dynamics 365 leads management and other outreach best practices. The Senior Advisor connects with members remotely, offering accessible advice through the most convenient communication channel and time for the member. This may include meeting times that fall outside of branch hours, including early evenings and weekends. Through a process of shared discovery, the advisor identifies each member’s unique financial wellness goals and will offer a full range of daily banking, fraud prevention, new member onboarding, complex lending, deposit and investment services. This role works in consultation with FW Wealth Management partners and may either refer members to a branch or retain the relationship for ongoing account management needs.

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

Member Experience: Builds strong and trusting relationships with members using established telephone and email channel best practices. Effectively manages and prioritizes member leads using Dynamics 365, following established best practices to ensure timely, personalized outreach, through email and telephone, that drives meaningful engagement and supports members’ financial goals. Educates members on financial planning fundamentals, fraud prevention, and digital solutions.
Member Transactions: Processes a full range of complex member transactions including, but not limited to; MFDA products and services, retail mortgages, personal and RRSP loans; opening personal registered investment contracts, debit/credit cards, LOC/overdraft protection, and related insurance products. Confirms appropriateness through the completion of Member Discovery.
Financial Planning and Advice: Evaluates and addresses the financial needs of members by considering their life stages and insights through the Member Discovery process. Provides personalized financial advice and refers to appropriate business partners as needed. Maintains and grows an assigned portfolio of members through regular, proactive contact.
Individual and Team Goals: Supports achievement of annual Tru Cooperative Bank (Tru) and department goals and objectives through proactive promotion of Tru products and services, participation in Tru campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members. Achieves established annual sales and referral targets.
Other duties: Utilizes the Day on the Life as a guideline to prioritize and manage schedule – to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru. Other duties as required by department leadership.

Required Skills, Experience & Qualifications

College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience
Mutual Funds License required; PFP preferred
Must complete the internal Tru certification program specific to this role within the required timeframe
2-3 years in a Financial Advisor role, or equivalent, with proven ability to consistently meet or exceed targets.
Proven ability to conduct complex advisory, four quadrant conversations
Completion or willingness to complete continuous learning in the field of Professional Business Writing
Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
Proven track record achieving or exceeding sales targets in retail lending and investment products and service
Ability to independently prioritize and manage a high volume of tasks without direct supervision
Strong organizational skills to track leads, follow-ups, and member discovery conversations across multiple channels.
Willingness and ability to engage with members outside of standard business hours to accommodate varying time zones and member needs
Proactive in structuring a flexible but consistent work routine that aligns with member needs
Excellent written communication for crafting clear, professional and engaging emails
Strong telephone communication skills to build rapport, convey complex information clearly and listen actively without visual cues.
Proficient in computer software e.g. Microsoft Office and banking software programs
Proven ability to fully utilize D365 within established best practices, comfort in navigating virtual call systems, email tools
Able to troubleshoot basic technical issues independently to maintain seamless member experience
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures
Lending limits will be assigned in consultation with credit services – based on experience and competency

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More about this job

Responsibilities

Build and maintain member relationships through proactive outreach, financial discovery, and personalized advice across banking, lending, deposit, and investment services. Manage member leads and transactions, meet sales and referral targets, and coordinate with wealth management partners or branches as appropriate.

Requirements

Requires a two-year college or technical diploma in a related discipline, or equivalent education and experience, along with a mutual funds license; a PFP designation is preferred. Candidates should have 2–3 years of financial advisor experience, a record of meeting targets, strong advisory and communication skills, and proficiency with Dynamics 365 and banking software.

Skills

Financial Advice
Complex Financial Advisory
Retail Lending
Investment Products
Sales Target Achievement
Lead Management
Member Discovery
Fraud Prevention
Professional Business Writing
Telephone Communication
Written Communication
Task Prioritization
Microsoft Office
Dynamics 365
Risk Management

Visa sponsorship

Not detected in the job text

Keywords

Dynamics 365
Microsoft Office
Mutual Funds License
PFP
Financial Advisory
Financial Wellness
Member Discovery
Lead Management
Daily Banking
Fraud Prevention
New Member Onboarding
Complex Lending
Retail Mortgages
Personal Loans
RRSP Loans
Registered Investment Contracts
Deposit Services
Investment Services
Debit Cards
Credit Cards
Lines Of Credit
Overdraft Protection
Insurance Products
Wealth Management
Sales Targets
Referral Targets
Risk Management
Telephone Outreach
Email Outreach

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