Jobs in Canada

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Added 4 hours ago
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Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 11 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
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…
Added 19 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 19 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 19 hours ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and…
Added 19 hours ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 20 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 20 hours ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 21 hours ago
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VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
You'll partner with senior executives, business owners, and key decision-makers while collaborating across BMO's extensive network of specialists to bring the full strength of the bank to…
Added 21 hours ago
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VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
You'll partner with senior executives, business owners, and key decision-makers while collaborating across BMO's extensive network of specialists to bring the full strength of the bank to…
Added 22 hours ago
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Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
As a Senior Relationship Manager, you'll manage and grow a portfolio of commercial clients while driving new business development across the Greater Toronto Area. You'll collaborate with…
Added 23 hours ago
D
Chief Compliance Officer
Desjardins
Toronto, ON
- Full-time
…oversight, and continuous enhancement of GCLP's compliance management framework. The CCO serves as a trusted advisor to senior management, supporting the organization's regulatory…
Added 23 hours ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 1 day ago
SL
Director, Domain Enterprise Architect (AI)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
The Director functions as the senior architecture authority for AI, partnering closely with business executives, enterprise architects, platform leaders, risk functions, and technology…
Added 1 day ago
Financial Advisor/Senior Financial Advisor - Hazeldean, Kanata, ON
Scotiabank
Ottawa, ON · Kanata, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
NB
Senior talent acquisition advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Talent Acquisition Advisor in the Commercial Banking and Private Banking 1859 team at National Bank means acting as a strategic talent advisor who helps drive business…
Added 1 day ago
R
Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 1 day ago
Senior Financial Advisor Selkirk MB
Scotiabank
Selkirk, MB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
MF
AI Automation & Platform Analyst (Senior Analyst)
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 1 day ago
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Senior Director, Project Delivery (Hybrid)
Broadridge
Toronto, ON
- Full-time
The Senior Director leads advisory delivery for the Emerging Technologies practice, reporting to the VP, Practice Lead. The role turns regulatory change, dealer consolidation, risk program…
Added 1 day ago
PC
Senior Associate, Financial Services, Digital Banking Operations, Consulting
Pwc Canada
Toronto, ON
- Full-time
Working experience in management consulting demonstrating knowledge of operations in financial Services, which may include specific knowledge of middle/back-office functions in the retail…
Added 1 day ago
Senior Financial Advisor - St. Clair & Via Italia, Toronto, ON
Scotiabank
Toronto, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
AA
Vice President, Business Development
AIP Asset Management
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
…development, investor education and long-term relationship management, with direct access to senior leadership and meaningful autonomy in building the…
Added 1 day ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients…
Added 1 day ago
NB
Senior Financial Planner
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Financial Planning Advisor or Senior

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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