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Added 1 day 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 1 day ago
F
Director, Measurement & Analytics
Flywheel
Toronto, ON
- Full-time
Collaborate with senior executives and a wide variety of internal and external stakeholders to identify business challenges and strategic opportunities where analytics can provide value…
Added 1 day ago
EF
Senior Financial Advisor (Tsawwassen Branch)
Envision Financial
Vancouver, BC · Greater Vancouver, BC
- $56,800 to $72,800 USD / year
- Full-time
We are currently seeking a Senior Financial Advisor to join our team.
Added 1 day ago
Senior Financial Advisor (Tsawwassen Branch)
First West
Delta, BC
We are currently seeking a Senior Financial Advisor to join our team.
Added 2 days ago
TO
Senior Communications Advisor
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Toronto, ON
- Full-time
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Director of Sales (inside sales)
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Toronto, ON · Waterloo, ON · Sun Life Toronto One York
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Senior Manager, Marketing Intelligence and Effectiveness
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We are seeking a dynamic individual with an entrepreneurial mindset to join our marketing team as the Senior Manager, Marketing Intelligence Insights and Analytics. You will play a leading…
Added 3 days ago
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Head of Shopper and Customer Marketing - Canada
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Added 3 days ago
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Director, Communications and Engagement
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As a member of the leadership team, the Director serves as a key advisor on organizational reputation, and contributes to planning, decision-making, and organizational change initiatives.
Added 4 days 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 days ago
A
Partners in Performance - Performance Strategy Principal Director
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Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC · Regina, SK
- Full-time
…share or create new markets. They progress through required promotion into market-facing roles that have a direct impact on…
Added 4 days ago
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Data Analyst III
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As a Senior Advisor Analytics, you are a highly skilled professional responsible for translating operational and financial data into insights that directly influence pipeline performance,…
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Philanthropic Engagement Advisor ( 3-year)
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Senior Advisor Analytics
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Philanthropic Engagement Advisor ( 3-year)
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This Toronto-based role reports to the Senior Business Intelligence Engineer and collaborates with internal stakeholders, project sponsors, technical teams, Four Seasons IT, external…
Added 5 days ago
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Regional Sales Director
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Toronto, ON · Canada - Toronto
- Full-time
…process. You will also report on sales activity and forecast to senior sales…
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Executive Assistant to Provost
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Vancouver, BC
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Under the direction of the Provost and Senior VP, the Executive Administrative Assistant will perform diverse administrative support duties in support or this office. These functions will…
Added 8 days ago
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Associate Recruiter Admissions Advisor
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
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The Associate Recruiter Admissions Advisor is responsible for the implementation of a comprehensive undergraduate recruitment and admission process to ensure the university achieves new…
Added 8 days ago
UO
Associate Recruiter Admissions Advisor
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
The Associate Recruiter Admissions Advisor is responsible for the implementation of a comprehensive undergraduate recruitment and admission process to ensure the university achieves new…
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Senior Research Scientist
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Senior Trust Advisor
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Vancouver, BC
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Working as a member of our Estate & Trust Solutions Team the Senior Trust Advisor (STA) will report to the regional AVP, Estate & Trust Solutions. The successful candidate will be engaged…
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Business Development Representative
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- Full-time
Secure qualified telephone appointments with key decision-makers to support our advisor team.
Added 10 days ago
UO
Learning Initiatives Coordinator
University of British Columbia
Vancouver, BC · UBCV | Wesbrook Building (WESB)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…of the Vice President Students. Reporting to an Engagement Advisor, the incumbent will interact closely with students, instructors, and other CCEL and VP Students staff, and staff from UBC…

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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