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Added 13 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Part-time
This clinic is a team-based family practice located within 5 minutes from Willowbrook mall. It is newly renovated with 6 fully equipped exam rooms and one treatment room for minor surgical…
Added 13 mins ago
BW
Respiratory Therapy Educator, NICU Leadership - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
…in Quality Improvement projects as a leader, facilitator or team…
Added 13 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
We operate in a team-based care model that includes physicians, nurse practitioners, nurses, social workers, clinical counsellors, allied health professionals and administrative support.…
Added 13 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Chilliwack, BC
- Full-time
We operate in a team-based care model that includes physicians, nurse practitioners, nurses and administrative support. You will participate as a full and active member in the delivery of…
Added 13 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Mission, BC
- Full-time
We operate in a team-based care model that includes physicians, nurse practitioners, nurses, social workers, clinical counsellors, allied health professionals and administrative support.…
Added 13 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Abbotsford, BC
- Full-time
…successful candidate will participate as a full and active member in the delivery of effective team based primary care services through the new Centre where patients, families and…
Added 13 mins ago
HM
Diagnostic Radiology
Health Match BC
Abbotsford, BC
- Full-time
Members of Valley Medical Imaging (VMI), a dynamic, collegial 25-member group, provide radiologist services at all the above hospitals. The group also serves three (3) modern, vibrant,…
Added 13 mins ago
HM
Urology
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
The Urology Service at Langley Memorial Hospital is seeking a full-time urologist to join a well-established local group of two full-time urologists. This is an excellent opportunity to…
Added 14 mins ago
Land Registration Officer
The Government of Nova Scotia
SYDNEY, NS
…would be a minimum of four years of experience in a customer service environment. In addition, you have strong interpersonal and communication skills (verbal and written), superior word…
Added 42 mins ago
WF
Bakery Team Member (Service Counter) - Part Time
Whole Foods Market
BC · West Vancouver, BC
- Part-time
Provides support as a member of the Bakery team to include receiving and preparing product, maintaining the Bakery area and displays, and selling product in support of WFM standards.…
Added 42 mins ago
WF
Grocery Team Member (Stocker, Inventory, Floor Service, Customer Service) - Part Time
Whole Foods Market
Vancouver, BC
- Part-time
Provides support as a member of the Grocery team to include receiving and preparing product, maintaining the grocery floor and displays, and selling product in support of WFM standards.…
Added 42 mins ago
TL
Senior Legal Counsel
Toronto Lawyers Association
Oakville, ON
- Full-time
Serving as a senior member of the Legal Team, sharing expertise, mentoring colleagues and contributing to the continued development of legal capabilities, processes, standards and best…
Added 1 hour ago
VC
Client Service Associate (CSA) - Planning & Scheduling - Part-time 0.5
VON Canada
Sarnia, ON
- $19.61 to $20.84 CAD / hour
- Part-time
Are you passionate about health care and ready to make a meaningful impact in your community? As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our…
Added 1 hour ago
WF
Grocery Team Member (Stocker, Inventory, Floor Service, Customer Service) - Full Time
Whole Foods Market
Vancouver, BC
- Full-time
Provides support as a member of the Grocery team to include receiving and preparing product, maintaining the grocery floor and displays, and selling product in support of WFM standards.…
Added 1 hour ago
WF
Bakery Team Member (Service Counter) - Full Time
Whole Foods Market
Burnaby, BC
- Full-time
Provides support as a member of the Bakery team to include receiving and preparing product, maintaining the Bakery area and displays, and selling product in support of WFM standards.…
Added 1 hour ago
WF
Whole Body Team Member (Body Care, Makeup, Vitamins, Nutrition - Stocker, Inventory, Floor Service) - Part Time
Whole Foods Market
BC · West Vancouver, BC
- Part-time
Provides courteous, friendly, and efficient customer service in the Whole Body department. Sells stock nutritional supplements, body care, and other products. Builds and maintains…
Added 1 hour ago
BH
Registered Practical Nurse – Mental Health & Addictions #544-26
Brightshores Health System
Owen Sound, ON
- Full-time
…Principles. The RPN must be able to function independently and as a member of a multidisciplinary team and work cooperatively with multiple service providers. This position is part of the…
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Member of Ontario Association of Medical Radiation Sciences (OAMRS) recommended.
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Member of Ontario Association of Medical Radiation Sciences (OAMRS) recommended.
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Member of Ontario Association of Medical Radiation Sciences (OAMRS) recommended.
Added 1 hour ago
SH
Nurse Practitioner
Structure Health - Migraine and Menopause Care
Toronto, ON · Etobicoke, ON
- Other
● Participate as a member of the Structure Health team, including attending educational sessions and being available in person as needed for patient assessments
Added 1 hour ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
Winnipeg, MB
- Temporary
Relaxed Dress Code & Small Team Environment. You will be a valued member in a supportive and hands-on setting. Our relaxed dress code policy lets you showcase your authentic self while you…
Added 1 hour ago
LH
Job Title Harm Reduction Worker
Lookout Housing + Health Society
Surrey, BC
- Full-time
Participate as a team member with staff to ensure a safe and caring environment by responding to emergencies and supporting others through methods and information
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Member of Ontario Association of Medical Radiation Sciences (OAMRS) recommended.
Added 1 hour ago
P&
Operations Intern
Parrish & Heimbecker, Limited
Winnipeg, MB · Dugald, MB
- Full-time
…assess, or select applicants. All applications are reviewed by a member of our Talent Acquisition team or hiring…

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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