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Added 12 mins ago
BP
Server
Boston Pizza
Calgary, AB
- Full-time
Servers lead the Guest Experience at the table and ensure our Guests have everything they need from appitizers to desserts. Masters of situational service, they tailor their style to meet…
Added 12 mins ago
TC
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
…enhancement and maintenance of ESC’s drug formularies, clinical programs and healthcare technology databases (drug, health and dental). The Clinical Services team works closely with the…
Added 28 mins ago
LP
CPSAR Student Research Assistants
Lethbridge Polytechnic
Lethbridge, AB
- Internship
…the project, including regular check-ins with the research lead, access to debriefing, and referral to campus and community support services. All required training is provided at no cost…
Added 42 mins ago
A
Client Service Representative - Strathmore (12 Month Term)
ATB
Strathmore, AB
- Full-time
Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Added 42 mins ago
A
Principal Solution Architect - Product (Fraud / Cybersecurity Focus)
ATB
Calgary, AB · Edmonton, AB
- Full-time
Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Added 42 mins ago
A
Senior Manager, Quality Assurance Services
ATB
Calgary, AB · Edmonton, AB
- Full-time
Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Added 42 mins ago
A
Full Stack Software Developer
ATB
Calgary, AB · Edmonton, AB
- Full-time
Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Added 42 mins ago
A
Everyday Banking Advisor - Calgary Stephen Avenue
ATB
Calgary, AB
- Full-time
Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Added 42 mins ago
S
District Asset Protection Manager
sephora.com
Remote, Canada
- Full-time
- Remote
…the world. Our constant innovation, our ability to see and lead trends, and our focus on providing an outstanding customer experience make us the most-loved beauty community and top of mind…
Added 42 mins ago
EL
Manager, Core HR, PXT
Estée Lauder Companies
Toronto, ON
- Full-time
Evaluate effectiveness of programs/processes and recommend improvements and solutions.
Added 42 mins ago
M
Customer Experience Engineer / M365
Microsoft
Toronto, ON
- Full-time
Lead and contribute your ideas and innovation to various M365 Service Improvement Programs and initiatives to advance our collective capabilities
Added 42 mins ago
M
Metro Estimating Lead
Microsoft
Goodwood, ON · Toronto, ON
- Full-time
The Metro Estimating Lead is responsible for developing, maintaining, advising and reporting construction cost estimates for datacenter projects across the Americas region. Estimates will…
Added 42 mins ago
F
Principal Process Specialist
Fluor
Vancouver, BC
- Full-time
May lead a process team on a project overseeing design of several process areas or units to develop drawings and specifications for study, feasibility, Front End Engineering Development…
Added 42 mins ago
RU
Advisory Manager - Cyber Strategy
RSM US LLP
Toronto, ON
- Full-time
Lead large-scale, multi-workstream cybersecurity assessments, remediation programs, and implementations for complex clients from mobilization through closeout and operational transition.
Added 42 mins ago
SC
store manager, Truro, New Glasgow, NS
Starbucks Coffee Company
New Glasgow, NS · Truro, NS
- $59,400 to $78,450 CAD / year
- Full-time
Nurture talent & lead a team: engage the hearts and minds of your team and develop their skills so that they realize their personal best, both as individuals and as thriving teams
Added 42 mins ago
SC
store manager, Halifax, NS
Starbucks Coffee Company
Halifax, NS
- $59,400 to $78,450 CAD / year
- Full-time
Nurture talent & lead a team: engage the hearts and minds of your team and develop their skills so that they realize their personal best, both as individuals and as thriving teams
Added 42 mins ago
S
HR Representative
SLB
Calgary, AB
- Full-time
Assist business and line managers with interpreting and administering HR policies and programs.
Added 42 mins ago
EC
Power Systems Automation Specialist/ Spécialiste en automatisation des systèmes électriques
Eaton Corporation
Dartmouth, NS · Kitchener, ON · Milton, ON · Mississauga, ON · Ottawa, ON · Laval, QC
- Full-time
…and control solutions. As a technical contributor and project lead, you will provide engineering expertise for power management systems, industrial control systems, power monitoring…
Added 42 mins ago
EC
IT Operations US & Canada Business Relationship Manager
Eaton Corporation
Airdrie, AB · Calgary, AB · Burlington, ON
- Full-time
Added 57 mins ago
J
Indigenous Procurement Specialist
Jacobs
Kitchener, ON
- $80,000 to $115,000 USD / year
- Full-time
…team to support our Indigenous Relations and Reconciliation Programs. In this position, you will be part of a dynamic team, supporting projects across Canada. Your role involves developing…
Added 57 mins ago
J
Indigenous Procurement Specialist
Jacobs
Calgary, AB
- $80,000 to $115,000 USD / year
- Full-time
…team to support our Indigenous Relations and Reconciliation Programs. In this position, you will be part of a dynamic team, supporting projects across Canada. Your role involves developing…
Added 57 mins ago
J
Indigenous Procurement Specialist
Jacobs
London, ON
- $80,000 to $115,000 USD / year
- Full-time
…team to support our Indigenous Relations and Reconciliation Programs. In this position, you will be part of a dynamic team, supporting projects across Canada. Your role involves developing…
Added 57 mins ago
NS
Psychologist PhD - Forensic Sexual Behaviour Program - Mental Health & Addictions
Nova Scotia Health Authority
Dartmouth, NS
- Volunteer
Reporting to the Health Services Manager, and under the clinical direction of the Clinical Lead to ensure the effective provision of empirically supported assessment and treatment services…
Added 57 mins ago
J
Indigenous Procurement Specialist
Jacobs
Toronto, ON
- $80,000 to $115,000 USD / year
- Full-time
…team to support our Indigenous Relations and Reconciliation Programs. In this position, you will be part of a dynamic team, supporting projects across Canada. Your role involves developing…
Added 57 mins ago
J
Indigenous Procurement Specialist
Jacobs
Ottawa, ON
- $80,000 to $115,000 USD / year
- Full-time
…team to support our Indigenous Relations and Reconciliation Programs. In this position, you will be part of a dynamic team, supporting projects across Canada. Your role involves developing…

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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