Jobs in Canada

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Added 13 mins ago
M
Senior Accounting Technician, ease Cloud Accounting Services
MNP
Prince George, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-edge technology to deliver a full suite of services, including accounts payable, accounts…
Added 27 mins ago
LC
Banking Advisor - London Elgin Region
Libro Credit Union
London, ON
- Full-time
The Banking Advisor is a key front-line sales role within Libro Credit Union, responsible for providing high-quality financial advice and day-to-day banking solutions to members. As the…
Added 28 mins ago
IS
Member Advisor (Woodgrove Branch)
Island Savings
Nanaimo, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 28 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 28 mins ago
C
Solutions Designer, Splunk Montreal, Quebec, Canada
Cisco
Montreal, QC
- Full-time
This role serves as a trusted technical advisor, helping our customers harness the power of data to drive digital transformation and operational resilience. Focus on empowering global…
Added 58 mins ago
T
Tangerine Growth Advisor - Tangerine
Tangerine
Toronto, ON
- Full-time
Establish and maintain personal finance expertise by participating in ongoing professional development.
Added 58 mins ago
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Strategic Procurement Specialist
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Added 58 mins ago
HR
Specialist, Designated Beauty Advisor (DBA) - Aesop
Holt Renfrew
Vancouver, BC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 58 mins ago
HR
Beauty Advisor - Clean Beauty
Holt Renfrew
Vancouver, BC
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 1 hour ago
MV
Senior Style Advisor / Supervisor (34 hours)
Mint Velvet
Zurich, ON
- Part-time
Ensure exceptional standards of customer service, including in our Personal Styling offering
Added 1 hour ago
NA
Strategic Procurement Specialist
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
Added 1 hour ago
M
Manager, Property Tax Services / Directeur(trice), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 1 hour ago
M
Consultant, Property Tax Services / Conseiller(ère), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 1 hour ago
GF
Sales (Fitness Advisor) - Calgary Shepard and 130th SE
GoodLife Fitness
Calgary, AB
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 1 hour ago
C
Mobile Mortgage Advisor – Bilingual
CIBC
Montreal, QC
- Full-time
As a member of the Personal and Business Banking team, you’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage…
Added 1 hour ago
O
Corporate talent advisor
Olymel
Boucherville, QC
- Full-time
At Olymel, we believe in innovation, quality, and sustainable growth. We are looking for an Corporate talent advisor to join our dynamic team. If you are motivated by the challenge of…
Added 1 hour ago
Manager, Strategic Transaction Advisory and Accounting & Reporting - Assurance - Toronto
EY
Toronto, ON
This role is designed to accelerate your growth as a strategic advisor and leader. You’ll deepen your technical and transaction expertise, develop executive presence, lead multidisciplinary…
Added 1 hour ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll identify benefit entitlements and develop customized federal and local indirect tax strategies that minimize…
Added 1 hour ago
AC
Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll identify benefit entitlements and develop customized federal and local indirect tax strategies that minimize…
Added 1 hour ago
S
Regional Sales Director
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Added 1 hour ago
HR
Beauty Advisor - Armani
Holt Renfrew
Vancouver, BC
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 1 hour ago
R
Client Advisor- EN
RBC
Quebec, QC
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
SL
Wealth Sales Director (External Wholesaler) – Downtown Toronto Region (FSB)
Sun Life
Toronto, ON · ON · Ontario Telecommuters
- Full-time
…leveraging your established relationships while prospecting for new advisor…
Added 2 hours ago
C
Applications Development Intermediate Programmer Analyst
Citi
Mississauga, ON
- Full-time
…promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring…
Added 2 hours ago
C
Associate Financial Advisor
CIBC
Peterborough, ON · Peterboro-Monaghan&Lansdowne
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…

Valley First

Member Advisor (Cherry Lane Branch)

Penticton, BC, Canada

$46,900 to $50,200 USD / year · Full-time

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Job details

Pay: $46,900 to $50,200 USD / year
Job type: Full-time
Apply by: Nov 25, 2026
Experience: 2 years of retail/customer service experience or equivalent required
Posting language: English
Posted: Oct 26, 2026

Original job description

Job Description

We are currently seeking a Member Advisor to join our team at our Cherry Lane Branch in Penticton.

The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting with online banking setup and addressing inquiries with accuracy and discretion. By recognizing each member’s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, fostering stronger, long-term relationships.

Here’s what would be included as a part of your typical day

Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Triages member questions and needs through to online banking where appropriate.
Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increase digital banking adoption as per branch goal. Achieves established individual sales and referral targets.
Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participates in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members.
Other Responsibilities: Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative.
Branch/Team Support: Participates fully as a team member, helps build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and addresses communication issues efficiently.

Required Skills, Experience & Qualifications

High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset
Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required
Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe
2 years of retail/customer service experience or equivalent required
Sales and cash handling experience preferred
Demonstrated ability to identify needs and recommend products and services to members.
Strong interpersonal skills and ability to build relationships with current and potential members.
Demonstrated ability to be positive, flexible to change and work in a busy environment.
Proficient in computer software programs e.g. Microsoft Office
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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More about this job

Responsibilities

Build relationships with members, identify their financial needs, provide appropriate advice or referrals, and support their use of digital banking. Process member transactions and contribute to branch sales, referral, service, and productivity goals while following policies and supporting the team.

Requirements

A high school diploma or equivalent and at least two years of retail or customer service experience are required; a two-year college, trade, or technical diploma and sales or cash-handling experience are assets. Candidates must complete the required sales course and role-specific certification, and demonstrate relationship-building, product recommendation, computer, adaptability, and risk-compliance abilities.

Skills

Member Service
Financial Conversations
Financial Advice
Relationship Building
Online Banking Support
Digital Literacy
Account Opening
Member Transactions
Sales
Referrals
Cross-Selling
Cash Handling
Interpersonal Communication
Microsoft Office
Risk Awareness
Teamwork

Visa sponsorship

Not detected in the job text

Keywords

Member Service
Financial Services
Financial Advice
Online Banking
Digital Banking
Digital Literacy
Personal Accounts
Business Accounts
Debit Cards
Credit Cards
Deposits
Sales Targets
Referral Targets
Cross-Selling
Cash Handling
Role-Specific Certification
Microsoft Office
Risk Management
Policies And Procedures
Regulatory Changes
Industry Best Practices
Process Improvement
Service Level Agreements
Branch Campaigns

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