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Added 12 mins ago
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Automotive Detailer - Car Washer - Dryden
Enterprise
Dryden, ON
- Full-time
Enterprise Mobility is seeking a responsible, dedicated person to join our team as a full time Automotive Detailer. This position pays $19.50 / hour and is located at 119 BOOZHOO AVE…
Added 12 mins ago
WC
General Merchandise Assistant Manager
Walmart Canada
Drayton Valley, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 12 mins ago
TC
Assistant Store Manager Marshalls York Major Village
TJX Canada – Winners, Marshalls, HomeSense
Vaughan, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Demonstrated ability to lead, develop, and empower a large team.
Added 12 mins ago
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Retail Customer Service Coordinator Winners Full-Time - Orchard Plaza Shopping Centre
TJX Canada – Winners, Marshalls, HomeSense
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 13 mins ago
PA
Financial Services Specialist
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
BMW & MINI Markham is looking for an experienced, results-driven Financial Services Specialist to join our team.
Added 13 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Meet and exceed individual and team sales targets.
Added 13 mins ago
PA
Automotive Sales Consultant
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Meet and exceed individual sales objectives while contributing to team goals.
Added 13 mins 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 28 mins ago
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Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Abbotsford, BC
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 28 mins ago
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(CAN) Front End Checkout Team Associate
Walmart
Red Deer, AB
- Part-time
7.Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 28 mins ago
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(CAN) Leader d’équipe, traitement des commandes numériques
Walmart
Pointe-Claire, QC
- Full-time
…from the Digital Fulfillment Coach and the Store Management Team. Delegate, assist and follow up on completion of daily picking and dispensing…
Added 43 mins ago
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Loss Prevention Specialist, WWOS SLP
Amazon
Brampton, ON
- Full-time
…their facility, and aids them in supporting the Operational team, and the cross functional teams throughout the organization. The position is site…
Added 43 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Powell River, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 43 mins ago
WC
(CAN) Health and Beauty Team Lead
Walmart Canada
Summerside, PE
- Full-time
…from the Food & Consumables Coach and the Store Management Team. Delegate, assist and follow-up on completion of daily Customer Availability process…
Added 43 mins ago
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Supervisor, Mountain Adventures - Winter - Full-Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
Receive exclusive discounts at all Blue Mountain-owned retail stores.
Added 43 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Alliston, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 43 mins ago
WC
(CAN) Produce Team Lead
Walmart Canada
Brampton, ON
- Contract
…communicated priorities from the Fresh Coach and the Store Management Team. Delegate, assist and follow-up on completion of daily Customer Availability process…
Added 43 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Red Deer, AB
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 43 mins ago
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(CAN) Customer Service Manager (Part Time)
Walmart Canada
London, ON
- $15 CAD / hour
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 43 mins ago
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(CAN) Gérant du service à la clientèle
Walmart Canada
Shawinigan, QC
- Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 43 mins ago
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(CAN) Gérant du service à la clientèle
Walmart Canada
Trois-Rivières, QC · Cap-de-la-Madeleine, QC
- Full-time
…build strong leadership and operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive…
Added 43 mins ago
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Temporary Cashier
Coach
Toronto, ON
- Part-time
…cashwrap while maintaining operational accuracy and supporting team development. Acting as a brand ambassador, the Lead Cashier creates a lasting impression through genuine interactions and…
Added 43 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brampton, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 43 mins ago
WC
(CAN) Digital Fulfillment Team Lead
Walmart Canada
Montreal, QC
- Full-time
…from the Digital Fulfillment Coach and the Store Management Team. Delegate, assist and follow up on completion of daily picking and dispensing…
Added 43 mins ago
WC
(CAN) Leader d’équipe, traitement des commandes numériques
Walmart Canada
Pointe-Claire, QC
- Full-time
…from the Digital Fulfillment Coach and the Store Management Team. Delegate, assist and follow up on completion of daily picking and dispensing…

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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