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Added 1 min ago
TH
Lot Associate Part Time (RICHMOND HILL)
The Home Depot
Richmond Hill, ON
- Part-time
The Lot Associate's primary responsibility is to load orders into customer vehicles and ensuring the parking lot is safe and welcoming for the customer. Customer service and GET behaviours p
Added 1 min ago
TH
Lot Associate Part-Time - 7062 Clareview
The Home Depot
Canada
- Part-time
The Lot Associate's primary responsibility is to load orders into customer vehicles and ensuring the parking lot is safe and welcoming for the customer. Customer service and GET behaviours p
Added 1 min ago
TH
Lot Associate Part-Time - 7265 Saskatoon South
The Home Depot
Saskatoon, SK
- Part-time
The Lot Associate's primary responsibility is to load orders into customer vehicles and ensuring the parking lot is safe and welcoming for the customer. Customer service and GET behaviours p
Added 1 min ago
TH
Front End Associate Part -Time 7062 Clareview
The Home Depot
Canada
- Part-time
Added 1 min ago
TH
Plumbing and Electrical Sales Associate Part Time - 7038 Brandon
The Home Depot
Brandon, MB
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product kn
Added 1 min ago
TH
Cashier Part Time - 7038 Brandon
The Home Depot
Brandon, MB
- Part-time
Added 1 min ago
TH
Merchandising Execution Associate Part-Time - 7245 Regina Northwest
The Home Depot
Regina, SK
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage
Added 1 min ago
FS
School Bus Driver
First Student
Grande Prairie, AB
- Part-time
Added 1 min ago
TT
Associé / Associée Temporaire de Magasin de Détail Temps Partiel Winners
The TJX Companies, Inc.
Montreal, QC
- Part-time
Added 1 min ago
LD
TECH Specialist
London Drugs Limited
Chilliwack, BC
- $18.25 to $21.58 CAD / hour
- Other
Added 16 mins ago
WG
Counter Sales Associate
Wolseley Group
Canmore, AB
- Full-time
Added 16 mins ago
CC
Retail Shift Leader
Canna Cabana
Winnipeg, MB · Grant, Winnipeg, MB
- Part-time
Added 16 mins ago
Operateur de production
Prysmian
Saint-Jérôme, QC · St Jerome
Added 16 mins ago
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Associé d'entrepôt saisonnier/ Seasonal Warehouse Associate
POOLCORP
Boucherville, QC
- Full-time
Added 16 mins ago
Customer Service Representative
U-Haul
North Vancouver, BC
…in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a…
Added 16 mins ago
FB
Assistant Chef Manager
Farm Boy Inc.
Collingwood, ON
- From $21.5 CAD / hour
- Full-time
Added 16 mins ago
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Credit Analyst - Surety
Travelers
Toronto, ON · Dartmouth, NS · Bedford, NS · Nova Scotia-Bedford
- Full-time
Added 16 mins ago
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Customer Experience Associate
TD
Maple Ridge, BC
- Part-time
Added 16 mins ago
T
Personal Banking Associate Trainee - Repentigny
TD
Repentigny, QC
- Full-time
Added 16 mins ago
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Mechanical Technologist - Integration
AtkinsRéalis
Mississauga, ON
- Full-time
Added 16 mins ago
CS
On-Ice Instructor
Canlan Sports
Oakville, ON
- Part-time
Added 16 mins ago
CS
On-Ice Instructor
Canlan Sports
Toronto, ON · Etobicoke, ON
- Part-time
Added 16 mins ago
CS
On-Ice Instructor
Canlan Sports
Toronto, ON · Scarborough, ON
- Part-time
Added 32 mins ago
CT
Retail Advisor - Part Time
Clutch Technologies Inc.
Halifax, NS
- Part-time
Added 32 mins ago
MS
Framing Manager
Michaels Stores
Winnipeg, MB
- Full-time
Store - WINNIPEG-CROSSROADS, MBLead and coach a team of framers who focus on building customer relationships while creating a framing solution for their art. Drive custom framing sales.…

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 28, 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

The Senior Member Experience Advisor provides proactive, holistic financial advice and manages member relationships through remote channels. They are responsible for identifying financial goals, processing complex transactions, and achieving sales targets while utilizing Dynamics 365 for lead management.

Requirements

Candidates must have a college or tech school diploma and 2-3 years of experience in a financial advisor role. A mutual funds license is required, along with strong communication skills and proficiency in banking software and Microsoft Office.

Skills

Financial advice
Dynamics 365
Member discovery
Retail lending
Investment services
Fraud prevention
Relationship management
Sales targets
Professional business writing
Telephone communication
Portfolio management
Digital solutions
Mutual funds
Customer service
Problem solving
Time management

Visa sponsorship

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Keywords

Financial Advisor
Dynamics 365
Member Experience
Retail Lending
Investment Products
Mutual Funds License
PFP
Fraud Prevention
Financial Planning
Portfolio Management
Sales Targets
Microsoft Office
Banking Software
Professional Business Writing
Remote Advisory
Member Discovery
Credit Services
Insurance Products
Registered Investment Contracts
Lead Management
Financial Wellness
Cross-selling
Referral Opportunities
Technical Troubleshooting
Risk Management
Policy Adherence
Virtual Call Systems
Digital Solutions
Account Management

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