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Added 1 min ago
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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 2 hours ago
SM
GOAPRDJP000001053 – Shipping & Inventory Coordinator
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Receive stock, verify quantities received, and provide the packing slip and copies of the materials to the Senior Customer Service Advisor for receiving within 24 hours of the product being…
Added 2 hours ago
TC
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
This position carries accountability for service delivery and SLA performance while driving transformative and sustainable initiatives aimed at improving client-facing service offering and…
Added 2 hours ago
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Everyday Banking Advisor - Calgary Stephen Avenue
ATB
Calgary, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
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 4 hours ago
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Associate Customer Success Manager - French
ServiceNow
Montreal, QC
- Full-time
The Customer Success Manager (CSM) - IC2 - is the practitioner level in the CSM job family. You will own consumption and adoption outcomes across a portfolio of mid-complexity customers,…
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 5 hours ago
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Everyday Banking Advisor - Calgary Stephen Avenue
ATB Financial
Calgary, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
Added 5 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
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…
Added 5 hours ago
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Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
Express Scripts Canada
Mississauga, ON
- Full-time
This position carries accountability for service delivery and SLA performance while driving transformative and sustainable initiatives aimed at improving client-facing service offering and…
Added 5 hours ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 6 hours ago
C
Sr.Financial Advisor - CIRO-MFD/AMF
CIBC
Penticton, BC
- Full-time
…comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service…
Added 6 hours ago
D
Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 6 hours ago
CH
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
This position carries accountability for service delivery and SLA performance while driving transformative and sustainable initiatives aimed at improving client-facing service offering and…
Added 6 hours ago
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Insurance Advisor
BCAA
Kelowna, BC
- Full-time
Becoming an Insurance Advisor puts you on the path towards a fulfilling career as a Senior Insurance Advisor within only 12 months. Your passion to deliver signature customer experiences…
Added 7 hours ago
SS
Sales Advisor
Sienna Senior Living
Whitby, ON
- Full-time
Excellent customer service skills and knowledge and be able to teach others.
Added 7 hours ago
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Account Director
Citylitics Inc.
Toronto, ON
- Full-time
The Account Director will own the commercial strategy and performance of an assigned customer portfolio, with direct accountability for achieving gross revenue retention and net revenue…
Added 7 hours ago
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Senior Delivery Consultant
Diligent
Vancouver, BC
- Full-time
Diligent is seeking a Senior Delivery Consultant to lead end-to-end client engagements and deliver exceptional Professional Services throughout the customer journey and product enablement…
Added 8 hours ago
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Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…secured, manage risks effectively, and deliver exceptional service to our internal stakeholders, customers and vendors. Key success factors for this role include effective contract…
Added 8 hours ago
Senior Financial Reporting Analyst | Great West
The Canada Life Assurance Company
Winnipeg, MB
The Senior Financial Reporting Analyst supports SAP-related business, accounting and financial reporting processes within Lifeco Global across Canada, Europe (UK, Germany, Ireland,…
Added 8 hours ago
Director, AI Wealth Enablement
The Canada Life Assurance Company
London, ON · Toronto, ON · ON · Mississauga Ontario, ON
…where AI can improve outcomes and efficiency as related to advisor experience, dealer processes, compliance needs, and other wealth…
Added 8 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…consignment and sales volume and (2) drive revenue expansion through service penetration. This will be achieved by demonstrating to the client that OPENLANE is meeting and exceeding the…
Added 8 hours ago
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Senior Manager
Visa
Toronto, ON
- Full-time
Serve as a senior operational and technical advisor for Sponsor Banks and their fintech portfolios
Added 9 hours ago
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Vice President, Sales & Marketing
CYBERWELL
ON · Ontario, Canada
- Full-time
…strategic leadership with direct involvement in key deals, customer relationships, and team…
Added 9 hours ago
C
Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…

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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