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Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 1 hour ago
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Information Technology Audit Specialist
ATB
Calgary, AB · Edmonton, AB
- Full-time
…and safeguard the assets of ATB Financial. You will act as an advisor by making recommendations on how to improve risk management strategies and controls for audited Business…
Added 1 hour ago
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Developing Investment Advisor
TD
London, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 2 hours ago
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Everyday Banking Advisor - Calgary Stephen Avenue
ATB
Calgary, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 2 hours ago
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Business Consultant
ATB
Calgary, AB
- Full-time
A University degree in Commerce, Business, or a related field (accounting, finance, Master of Business Administration, law)
Added 2 hours ago
EC
IT Operations US & Canada Business Relationship Manager
Eaton Corporation
Airdrie, AB · Calgary, AB · Burlington, ON
- Full-time
As a trusted advisor and the day-to-day IT partner for plant managers and operations leaders, the BRM drives plant-level IT execution and alignment between business and technology…
Added 3 hours ago
TG
Analyst
The Global Institute for Health and Human Rights
Chatham-Kent, ON · Chatham, ON
- Volunteer
…real estate, private equity, infrastructure, and corporate finance. You’ll help bring clarity to complexity and deliver insights that drive action; interacting directly with senior…
Added 3 hours ago
GL
Manager, Compilation and Advisory Services
GGFL LLP
Ottawa, ON
- Full-time
As a Manager in our Health Professional Team, you’ll be the go-to advisor for local doctors, dentists, and other health pros - helping them navigate their unique financial journeys. From…
Added 3 hours ago
GL
Manager, Assurance & Advisory Services
GGFL LLP
Ottawa, ON
- Full-time
Be the trusted advisor - the first call your clients make when decisions matter.
Added 3 hours ago
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Developing Investment Advisor (Vancouver Island)
TD
Victoria, BC
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial…
Added 3 hours ago
RB
Evergreen Client/Banking Advisor
Royal Bank of Canada
Cochrane, AB
- Full-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 3 hours ago
RB
Banking Advisor - Brampton & Mississauga (Bilingual: Mandarin, Cantonese, Arabic, Tagalog)
Royal Bank of Canada
ON · BRAMPTON, Ontario
- Full-time
Added 3 hours ago
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Partenaire, Développement des Affaires
Sunlife Québec
Quebec, QC
- Full-time
Added 3 hours ago
PA
Automotive Sales & Finance Consultant
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
We are looking for a driven and customer-focused Automotive Sales & Finance Consultant to join our team. This unique role combines the relationship-building and excitement of automotive…
Added 4 hours ago
OT
Health and Safety Advisor (Rotating Shifts)
Ontario Transit Group - Ontario Line - Southern Civil, Stations & Tunnel
Toronto, ON
- Full-time
Ferrovial Construction Canada Inc. and VINCI Construction Grands Projets are undertaking the design, build, and finance the Ontario Line Southern Civil, Stations, and Tunnel (South Civil)…
Added 4 hours ago
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Product Owner, Product management
Desjardins
Montréal-Ouest, QC
- Full-time
…variety of fields of expertise. You will serve as an expert advisor and subject matter expert, as well as a resource person and coach for senior management and decision-making bodies. More…
Added 4 hours ago
BA
AP & AR ADVISOR
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: The AP & AR Advisor reports directly to the Controller.
Added 4 hours ago
RB
Client Advisor - Brampton (Bilingual: Arabic, Tagalog)
Royal Bank of Canada
ON · BRAMPTON, Ontario
- Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 4 hours ago
RB
Senior Manager, Operational Risk / IT Risk and Compliance
Royal Bank of Canada
Toronto, ON
- Full-time
Trusted advisor in operations and risk governance processes and strategies in line with Enterprise Operational Risk Standard and IT Risk Centre of Governance
Added 4 hours ago
RB
Client Advisor - Brampton & Mississauga (Bilingual: Mandarin, Cantonese, Arabic, Tagalog)
Royal Bank of Canada
Mississauga, ON
- Full-time
Client Advisor - Mississauga (Bilingual Mandarin/ Cantonese, Arabic, Tagalog)
Added 4 hours ago
Senior Insurance Advisor (Moose Jaw, SK)
Talent Acquisition Team at Westland Insurance. Text reply only.
Moose Jaw, SK
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 4 hours ago
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Insights & Analytics Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
…which questions to ask to drive results. Acting as a trusted advisor to brand teams and cross-functional leaders across Marketing, Sales, Finance, Medical, Market Access, and Patient…
Added 5 hours ago
AF
Everyday Banking Advisor - Calgary Stephen Avenue
ATB Financial
Calgary, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 5 hours ago
IS
Member Services Advisor UN (Mill Bay Branch)
Island Savings
Mill Bay, BC
- $50,419.09 USD / year
- Full-time
We are currently seeking a Member Services Advisor UN to join our team.
Added 5 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
We are currently seeking a Senior Member Experience Advisor (MAC) to join our team.

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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