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Added 7 mins 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 7 mins 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…
Added 7 mins ago
BC
Moncler Team Lead (Holt Renfrew Bloor)
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Team Lead, you will be an ambassador of the Brand. You will assist the Store Manager and Client Advisor Manager (CAM) in coaching and developing the team, building Client…
Added 7 mins ago
TT
Retail Store Coordinator - Full Time
The TJX Companies, Inc.
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
PB
Key Leader
Poppy Barley Inc.
Calgary, AB
- Part-time
…experience both online and in-store, we’re redefining Canadian retail. Join our team of passionate, creative, and driven individuals who love to experiment, make an impact, and raise the…
Added 1 hour ago
PL
Purchasing Manager-Acton Head office
Purity Life Health Products LP
Acton, ON
- $88,725 to $104,475 CAD / year
- Full-time
We are seeking a Purchasing Manager to lead and coach a team accountable for driving fill rate performance, achieving inventory budgets, and strong vendor execution across a diverse brand…
Added 1 hour ago
LC
Apparel Department Manager Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
…connections is valued – as we shape the future of Canadian retail, together. Our commitment to positively impact the lives of all Canadians provides employees a range of opportunities and…
Added 1 hour ago
CU
Senior Ecommerce Specialist
CHEIL USA
Mississauga, ON
- $65,000 to $75,000 CAD / year
Cheil Canada serves as the lead agency for Samsung. And while Samsung remains a key partner, our work extends across a growing portfolio of globally recognized brands. Powered by a team of…
Added 2 hours ago
JH
Assistant District Manager
Jackson Hewitt Tax Service Inc.
Vancouver, BC
- Full-time
…energetic and motivated Assistant District Manager (ADM) to help lead multiple tax office locations throughout the Greater Charlotte…
Added 2 hours ago
VD
Merchandising Planning and Project Analyst
Vast-Auto Distribution
Brampton, ON
- Full-time
Vast-Auto Distribution, a subsidiary of O’Reilly Automotive Inc., is a leader in auto parts distribution and retail across Eastern Canada. It is part of O’Reilly Auto Parts that operates…
Added 2 hours ago
WR
Account Executive
WOW Recruitment
Toronto, ON
- $80,000 to $90,000 CAD / year
- Full-time
We're working with a rapidly growing global technology company seeking an ambitious, career-driven Account Executive to join its Toronto team.
Added 2 hours ago
Merchandising Planning and Project Analyst
Vast auto Distribution
Brampton, ON
Vast-Auto Distribution, a subsidiary of O’Reilly Automotive Inc., is a leader in auto parts distribution and retail across Eastern Canada. It is part of O’Reilly Auto Parts that operates…
Added 2 hours ago
A
Client Service Representative - Strathmore (12 Month Term)
ATB
Strathmore, AB
- Full-time
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what…
Added 2 hours ago
A
Everyday Banking Advisor - Calgary Stephen Avenue
ATB
Calgary, AB
- Full-time
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what…
Added 2 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Vancouver, BC
- $22.85 to $28.55 CAD / hour
- Full-time
As a Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Skincare, Sephora Collection or…
Added 2 hours ago
S
Stage Experience Lead - Full Time
sephora.com
Grande Prairie, AB
- $20 to $23.55 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
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 2 hours 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 2 hours 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 2 hours ago
HR
Specialist, Designated Beauty Advisor (DBA) - Chantecaille
Holt Renfrew
Vancouver, BC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 2 hours ago
Licensed Assistant Manager Winnipeg MB, LensCrafters
EssilorLuxottica Group
Winnipeg, MB
Partners with store manager to lead a team through strong knowledge & skills.
Added 2 hours ago
Licensed Assistant Manager Brampton, ON-LensCrafters
EssilorLuxottica Group
Brampton, ON
Partners with store manager to lead a team through strong knowledge & skills.
Added 3 hours ago
SR
Software Architect
Swim Recruiting
Vancouver, BC
- $100 to $115 CAD / hour
- Contract
Due to growth, our client is looking to add a Software Architect to their web services team. In this role, you’ll design and guide the cloud-native (AWS) services that power Search,…
Added 3 hours ago
E
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 3 hours 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…

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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