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Added 1 hour ago
HC
E-Commerce and Analytics Manager
H.I.S Canada Travel Inc.
Toronto, ON
- Full-time
Own Adobe Analytics reporting across all digital channels and websites.
Added 3 hours ago
BI
Senior Brand Manager, Oncology
Boehringer Ingelheim
Burlington, ON
- Full-time
Lead the cross functional team to develop launch readiness plans and Integrated Customer Plans (ICPs)for the brand(s), patients & specific customer segments in line with corporate…
Added 4 hours ago
SP
Senior Digital Designer, Marketing
Stormtech Performance Apparel
Markham, ON
- Full-time
The Senior Digital Designer, Marketing supports the execution and elevation of Stormtech’s digital-first creative across email, social, ecommerce, web assets, digital sales tools, and…
Added 7 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 10 hours ago
SH
Senior Media Relations and Communications Specialist
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Working knowledge of all Digital Media channels.
Added 10 hours ago
Senior Media Relations and Communications Specialist
Winnipeg Regional Health Authority
Winnipeg, MB
Working knowledge of all Digital Media channels.
Added 11 hours ago
M
Senior Director, Retail Operations - Quebec
MEC
Montreal, QC
- Full-time
You will lead Québec as a distinct market within MEC, shaping multi-year growth plans, driving operational excellence, and building a high-performing leadership team. This role evolves…
Added 12 hours ago
X
Head of Consumer Segment, NAM (Canada)
Xe.com
Canada
- Full-time
Lead consumer service and sales performance across Customer Success and Digital Sales, ensuring service and sales SLAs are consistently met or beaten.
Added 13 hours ago
GM
Digital and Social Media Marketer
Gambit Media Lab
Vancouver, BC
- Contract
We are seeking a results-driven Digital & Social Media Marketer with 1 to 3 years of experience or a recent digital marketing focussed degree, or other specific training with at least some…
Added 14 hours ago
F
Chief Revenue Officer (CRO) & Co-founder - AI for Small Law Firms
FutureSight
Canada
- Full-time
Claire - AI Marketing Assistant. Claire helps firms generate and nurture demand through content, digital marketing, campaign management and optimization, lead nurturing, and ongoing…
Added 14 hours ago
A
Education Manager, Sales and Education
AMOREPACIFIC
Toronto, ON · Greater Toronto Area, Canada
- $85,000 to $95,000 CAD / year
- Full-time
Amorepacific Canada is seeking an Education Manager to lead the development and execution of education and training initiatives across its Canadian portfolio of prestige, luxury, and…
Added 15 hours ago
M
Directeur principal, Exploitation du commerce de détail – Québec
MEC
Montreal, QC
- Full-time
You will lead Québec as a distinct market within MEC, shaping multi-year growth plans, driving operational excellence, and building a high-performing leadership team. This role evolves…
Added 15 hours ago
RB
Branch Manager, Bayview & Wellington Branch
Royal Bank of Canada
ON · AURORA, Ontario
- Full-time
Ability to employ digital channels, drive client awareness, and ensure your team is enabling clients with RBC digital access
Added 16 hours ago
PE
Marketing Manager
PRI Engineering
Toronto, ON
- Full-time
…and to run the marketing engine that supports our commercial team across five sectors: transportation and infrastructure, earth and environment, property and buildings, energy and…
Added 16 hours ago
N
Sr. Advisor, Procurement Operations
Nutrien
Calgary, AB
- Full-time
Lead in the operationalization and provide expert guidance to end-users on P2P processes and digital tools, including SAP S/4HANA, Ariba Guided Buying, and Candex
Added 16 hours ago
N-
Sales & Partnerships Representative
NEST - National Esports
Toronto, ON
- Full-time
…follow-up and closing, with support from our founders and delivery…
Added 16 hours ago
N
Sr. Advisor, Procurement Operations
Nutrien
Saskatoon, SK
- Full-time
Lead in the operationalization and provide expert guidance to end-users on P2P processes and digital tools, including SAP S/4HANA, Ariba Guided Buying, and Candex
Added 17 hours ago
A
Director of Knowledge Management - NAMER
Ashby
Canada
- Full-time
That’s why we’re hiring our first Director of Knowledge Management. You’ll lead a team of Knowledge Managers and expand the team into new areas, including Digital Support experience and…
Added 17 hours ago
R
Senior Specialist, Digital Marketing Corporate Communications (Hybrid/Telework)
Radio-Canada
Montreal, QC
- Full-time
Regularly monitor social and digital channels to assess requirements for real-time marketing opportunities.
Added 17 hours ago
RI
Senior Marketing Manager
Rentokil Initial
Milton, ON
- $100,000 to $130,000 CAD / year
- Full-time
…accountability and impact. Sitting on the Canada leadership team as a strategic partner to the President of Canada Pest, this leader will drive lead generation, brand strategy, and…
Added 17 hours ago
PC
Marketing Manager
PRI Consultants
Toronto, ON
- Full-time
…and to run the marketing engine that supports our commercial team across five sectors: transportation and infrastructure, earth and environment, property and buildings, energy and…
Added 18 hours ago
C
Senior Specialist, Digital Marketing Corporate Communications (Hybrid/Telework)
CBC/Radio-Canada
Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Regularly monitor social and digital channels to assess requirements for real-time marketing opportunities.
Added 18 hours ago
R
Branch Manager, Bayview & Wellington Branch
RBC
Aurora, ON
- Full-time
Ability to employ digital channels, drive client awareness, and ensure your team is enabling clients with RBC digital access
Added 18 hours ago
NM
Marketing Manager
Neeralta Manufacturing Inc.
Barrhead, AB
- Full-time
…and managing marketing campaigns, coordinating content for digital and print channels, overseeing social media and website updates, and analyzing campaign performance to guide future…
Added 18 hours ago
D|
Manager, Brand Marketing Insights - The Ordinary - Global
DECIEM | THE ABNORMAL BEAUTY COMPANY
Toronto, ON
- Full-time
Lead the annual consumer insights study in partnership with external agencies, translating research findings into actionable opportunities for the Brand team.

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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