Jobs in Canada

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Added 1 hour ago
Sales Advisor
Reliance Home Comfort
Sarnia, ON
By joining Reliance as a Sales Advisor, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for…
Added 1 hour ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks
Added 2 hours ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
Partner with sales and finance departments to ensure a seamless customer journey from vehicle delivery through long-term service ownership.
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 4 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
We are currently seeking a Senior Member Experience Advisor (MAC) to join our team.
Added 4 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Support the Financial Advisor(s) in growth of the overall business;
Added 6 hours ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Sudbury, ON · Sault Ste. Marie, ON
…maintaining and growing a book of business and acting as an advisor to foster valued relationships with our commercial clients. Are you a results-driven person who also loves providing…
Added 6 hours ago
EF
Financial Advisor (Sardis Branch)
Envision Financial
Chilliwack, BC
- $52,400 to $65,600 USD / year
- Full-time
We are currently seeking a Financial Advisor to join our team.
Added 7 hours ago
S
Channel Executive
Sage
Toronto, ON
- Full-time
Every day, you will identify growth opportunities within channel partners and coordinate Sage resources, including pre-sales, professional services, marketing, customer success, and product…
Added 7 hours ago
EF
Member Advisor (North Delta Branch)
Envision Financial
Delta, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 7 hours ago
TA
Service Advisor
Trotman Auto Group
Abbotsford, BC
- Full-time
At Abbotsford Mazda, we support technicians, customers, and the entire dealership operation. As a Service Advisor, you’ll play a key role in ensuring a smooth workflow, exceptional service,…
Added 8 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our 5-Step Selling Process, and performing duties related to the presentation…
Added 10 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 hours ago
MAC Artist/Beauty advisor - Part Time -Quartier Dix-30, Brossard, QC
Estée Lauder Companies
Brossard, QC
Added 11 hours ago
M
Cloud and AI Partner Solution Specialist
Microsoft
Goodwood, ON
- Full-time
You will develop and execute a Partner Solution Area Sales Plan with assigned partners, driving sales through co-sell strategies to achieve quarterly CSA (Clous Solution Area) FRA across…
Added 11 hours ago
U
Principal Sales Performance Coach
UKG
Remote, Canada
- Full-time
- Remote
As a Principal Sales Performance Coach at UKG, you will serve as a trusted advisor and strategic partner to sales leaders, managers, and sellers, helping elevate sales execution and improve…
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 hours ago
Financial Advisor - Yonge & 16th (37.5 hours/week)
Scotiabank
Richmond Hill, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 11 hours ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Demonstrate a keen focus on prospecting and growing the advisor base, position PICTON’s strategies using a consultative sales approach and close new business.
Added 12 hours ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 12 hours ago
Member Advisor (North Delta Branch)
First West
Delta, BC
We are currently seeking a Member Advisor to join our team.
Added 12 hours ago
CI
Client Transaction Specialist
Colliers International
Toronto, ON
- Full-time
Independently prepare legal documents for advisor review, including agreements of purchase and sale, agreements to lease, letters of intent, amendment agreements, listing and commission…
Added 13 hours ago
LC
Business Relationship Manager - Waterloo
Libro Credit Union
Waterloo, ON
- Full-time
…comprehensive financial solutions. The BRM acts as a trusted advisor to local businesses and agricultural producers, addressing both their business and personal banking…

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

Not detected in the job text

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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