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Added 35 mins ago
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Retail Customer Service Coordinator Winners Full-Time - Orchard Plaza Shopping Centre
The TJX Companies, Inc.
Kelowna, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 hour ago
TC
Assistant Store Manager Winners Swift Current
TJX Canada – Winners, Marshalls, HomeSense
Swift Current, SK
- $48,592.5 to $68,029.5 CAD / year
- Full-time
…including merchandising, backroom, frontline, cash office, customer service, markdowns, scheduling, shipping, and receiving, with a strong focus on minimizing shrink and…
Added 1 hour ago
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Dealership Retail Experience Strategist [AQ-24226]
Aquent
Canada
- Contract
Are you ready to redefine what a premium customer experience means in the automotive world? This pivotal role offers you the chance to be at the forefront of innovation, shaping how…
Added 1 hour ago
WC
(CAN) Leader d’équipe, traitement des commandes numériques
Walmart Canada
Joliette, QC
- Full-time
…associates through teaching and training . Ensures a high level of customer service while ensuring task…
Added 1 hour ago
(CAN) Front End Checkout Team Associate (LC)-Part Time Cashier**
Walmart Canada
Vaughan, ON
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 1 hour ago
WC
(CAN) Leader d’équipe, marchandise générale
Walmart Canada
Longueuil, QC
- Contract
…associates through teaching and training. Ensure a high level of customer service while ensuring task…
Added 1 hour ago
WC
(CAN) Customer Service Manager
Walmart Canada
Winnipeg, MB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
TC
Retail Store Coordinator - Full Time
TJX Canada – Winners, Marshalls, HomeSense
Abbotsford, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 hour ago
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City Specialist
TEKsystems
AB · Edmonton, AB
- $23 to $25 CAD / hour
- Contract
At least six months of experience in a customer-facing role, such as sales, retail, hospitality, or customer service.
Added 2 hours ago
CC
Global Account Manager (GAM) - Montreal, QC
Cogent Communication
Montreal, QC
- Full-time
…connections at highly competitive prices. Cogent also offers superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay…
Added 2 hours ago
FOH Keyholder
Fire & Flower Inc.
Victoria, BC
Founded in 2020, FIKA’s origin is a lifestyle brand redefining cannabis retail including flagship locations in Toronto’s Union Station and Distillery District. The FIKA Company is the home…
Added 2 hours ago
S
Stage Experience Lead - Full Time
sephora.com
Langford, BC
- $22.85 to $28.55 CAD / hour
- Full-time
The Stage Experience Lead - Full Time will be assigned to oversee all sales floor departments within a specific Sephora location. This can include Beauty, Skincare, Fragrance & Haircare or…
Added 2 hours ago
Exterior Cleaner / Groundskeeper – Mall & Parking Lot (Burnaby, BC)
Kandor
Burnaby, BC
We are hiring an Exterior Cleaner / Groundskeeper to maintain the outdoor areas of a busy retail mall in Burnaby, BC. This is a physically active, outdoor role that includes snow removal,…
Added 3 hours ago
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Licensed Assistant Manager Winnipeg MB, LensCrafters
LensCrafters
Winnipeg, MB
- Full-time
Previous experience in leadership position within retail & customer service industry
Added 3 hours ago
LC
Pharmacist, Hourly Full Time Day
Loblaw Companies Limited
Calgary, AB
- Full-time
Commitment to providing exceptional customer service
Added 3 hours ago
NF
Grocery Department Manager Full Time Day
No Frills
Calgary, AB
- Full-time
Exceptional customer service skills with a talent for building customer loyalty
Added 3 hours ago
NF
Apparel Department Manager Part Time Day
No Frills
Calgary, AB
- Part-time
Exceptional customer service skills with a talent for building customer loyalty
Added 3 hours ago
LC
Pharmacist, Hourly Part Time Day
Loblaw Companies Limited
Hamilton, ON
- Part-time
Commitment to providing exceptional customer service
Added 3 hours ago
LC
Pharmacist, Hourly Full Time Day
Loblaw Companies Limited
Hamilton, ON
- Full-time
Commitment to providing exceptional customer service
Added 3 hours ago
L
Licensed Assistant Manager Brampton, ON-LensCrafters
LensCrafters
Brampton, ON
- Full-time
Previous experience in leadership position within retail & customer service industry
Added 3 hours ago
W
(CAN) Leader d’équipe, traitement des commandes numériques
Walmart
Joliette, QC
- Full-time
…associates through teaching and training . Ensures a high level of customer service while ensuring task…
Added 3 hours ago
W
(CAN) Gérant du service à la clientèle
Walmart
Shawinigan, QC
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 3 hours ago
W
(CAN) Front End Checkout Team Associate (LC)-Part Time Cashier**
Walmart
Vaughan, ON
- Part-time
7.Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 3 hours ago
A
Software Developer
Actalent
Toronto, ON
- $24 to $33 CAD / hour
- Contract
Lead the design and delivery of software services and website stacks that entail engaging creatives, cross-screen placements, targeting, optimization, relevancy and advertiser experiences.…
Added 3 hours ago
MN
Regional Manager
Mosaic North America
AB · Edmonton, AB
- Full-time
The Regional Manager will lead and develop a high-performing team of District Managers across the assigned region, ensuring strong program execution, exceptional client service, and…

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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