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Added 12 mins ago
PH
General Practitioner in Radiation Oncology - BC Cancer - Victoria
Provincial Health Services Authority
Victoria, BC
- Full-time
…to join its team in beautiful Victoria. This site offers a full range of services in Medical Oncology, Radiation Oncology, Palliative Care, and support services such as Nutrition, Clinical…
Added 12 mins ago
PH
Data Lead, BC Health Workday
Provincial Health Services Authority
BC · British Columbia, Canada
- Full-time
…project timelines, testing phases, and tenant readiness to support data loads and final cutover in close collaboration and consultation with project and technical…
Added 12 mins ago
PH
Medical Laboratory Technologist - Whistler
Provincial Health Services Authority
Whistler, BC
- Full-time
Competitive Pay & Benefits – Earn $38.93–$48.59/hr, plus health benefits, paid time off, and more.
Added 12 mins ago
DU
Part-Time Academic (LARC 1003: Design Docs and CAD) - Winter 2027
Dalhousie University
Truro, NS
- Part-time
If you require any support for the purpose of accommodation, such as technical aids or alternative arrangements, please let us know of these needs and how we can be of assistance. Dalhousie…
Added 12 mins ago
MI
Senior Assistant Director of Finance and Accounting
Marriott International
Toronto, ON
- Contract
4-year bachelor's degree in Finance and Accounting or related major; 1 year experience in the finance and accounting or related professional area.
Added 12 mins ago
PH
Laboratory Assistant - Abbotsford Regional Hospital
Provincial Health Services Authority
Vancouver, BC
- Full-time
…collections of fine needle aspirations by providing clerical…
Added 12 mins ago
A
Consultant(e) en intégration (Bilingue) - Integration Consultant (Bilingual)
ADP
Toronto, ON · Etobicoke, ON
- $75,200 to $125,200 CAD / year
- Other
…professionnel, un travail stimulant et la possibilité d’avoir un impact direct sur la réussite de nos…
Added 12 mins ago
A
Consultant(e) en intégration (Bilingue) - Integration Consultant (Bilingual)
ADP
Montreal, QC
- $75,200 to $125,200 CAD / year
- Other
…professionnel, un travail stimulant et la possibilité d’avoir un impact direct sur la réussite de nos…
Added 12 mins ago
CO
[$1000 Sign-On Bonus] Licensed Dental Assistant - Westview Orthodontics
Corus Orthodontists
North Vancouver, BC
- $25 to $30 CAD / hour
- Full-time
We are offering a $1,000 sign-on bonus for the successful full-time, permanent hire.
Added 12 mins ago
PH
Radiation Oncologist - BC Cancer - Victoria
Provincial Health Services Authority
Victoria, BC
- Full-time
BC Cancer Victoria Radiation Oncology Department is seeking a full-time staff Radiation Oncologist to work within the provincial Radiation Therapy program. The Oncologist will join a…
Added 12 mins ago
DU
Part-Time Academic (ARCH 5311: Professional Practice) - Winter 2027
Dalhousie University
Halifax, NS
- Part-time
Position Title Part-Time Academic (ARCH 5311: Professional Practice) - Winter 2027
Added 27 mins ago
Structural Integrity Team Lead
Alstom
Saint-Bruno, QC
Could you be the full-time Structural Integrity Team Leader in St-Bruno, Quebec, Canada we’re looking for?
Added 27 mins ago
TC
Winners seasonal part time sales floor
TJX Companies
Kitchener, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 42 mins ago
B
Head of Supply Chain - Canada
Beiersdorf
Montreal, QC
- Full-time
Define VAS strategy, priorities and targets; own service, cost and quality performance. Direct and support the VAS Manager on capacity, providers and delivery. Support manager-led…
Added 42 mins ago
DU
Part-Time Academic (ARCH 1002: Introduction to Architecture 2) - Winter 2027
Dalhousie University
Halifax, NS
- Part-time
If you require any support for the purpose of accommodation, such as technical aids or alternative arrangements, please let us know of these needs and how we can be of assistance. Dalhousie…
Added 42 mins ago
DU
Part-Time Academic (ARCH 4005: B5 Design) - Winter 2027
Dalhousie University
Halifax, NS
- Part-time
The School of Architecture at Dalhousie University invites applications for a Part-Time Academic Instructor position in the Bachelor of Environmental Design Studies ( BEDS ) Architecture…
Added 42 mins ago
DU
Part-Time Academic (ARCH 3002: B2 Design) - Winter 2027
Dalhousie University
Halifax, NS
- Part-time
The School of Architecture at Dalhousie University invites applications for a Part-Time Academic Instructor position in the Bachelor of Environmental Design Studies ( BEDS ) Architecture…
Added 42 mins ago
PE
Senior Civil Engineer
PRI Engineering
Mississauga, ON
- Full-time
PRI's civil engineering team delivers site servicing, stormwater management, and municipal infrastructure design in support of land development, municipal, and private-sector projects. Our…
Added 42 mins ago
DU
Part-Time Academic (ARCH 4502: Representation) - Winter 2027
Dalhousie University
Halifax, NS
- Part-time
The School of Architecture at Dalhousie University invites applications for a Part-Time Academic Instructor position in the Bachelor of Environmental Design Studies ( BEDS ) Architecture…
Added 42 mins ago
FR
Concierge
FirstService Residential Canada
Vancouver, BC
- Full-time
…competitive salaries, top-tier medical, dental, career training, and support for continued professional…
Added 57 mins ago
OA
Reception Associate - OpenRoad Audi Boundary
OpenRoad Auto Group
Burnaby, BC
- Full-time
Comprehensive extended health and dental plan (applicable for full-time positions only)
Added 57 mins ago
T
Learning & Development Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
Direct reports: 0 (leads through partnership, influence, and cross-functional collaboration)
Added 57 mins ago
T
Insights & Analytics Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
The Manager, Insights & Analytics provides commercial decision support to the Canadian commercial organization, turning commercial, CRM, omnichannel, market, and customer data into insight…
Added 1 hour ago
NF
Regional Sales Director- GTA (Mississauga)
Neo Financial
Mississauga, ON
- Full-time
Equity Ownership (Where Eligible): At Neo, you don’t just work here, you own a piece of what we’re building. As a full-time team member, you share directly in the upside of one of Canada’s…
Added 1 hour ago
EM
Maintenance Technician
Edon Management
Stony Plain, AB
- Full-time
Do you enjoy fixing things, solving problems, and seeing the direct results of your work each day? Are you someone who takes pride in keeping buildings safe, functional, and looking their…

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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