Jobs in Canada

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Added 3 mins ago
FN
Receptionist
First Nations Health Consortium
Edmonton, AB
- Full-time
…professional, organized, and compassionate Receptionist to join our team. As the first point of contact for callers, visitors, and staff, the Receptionist plays a vital role in ensuring…
Added 3 mins ago
AC
Mechanical Technician | Manufacturing
Albarrie Canada Limited
Barrie, ON
- $60,000 to $65,000 CAD / year
- Full-time
…employees, customers, and the communities in which we operate. Our team embodies a spirit of collaboration, and we believe that every member has the potential to contribute to our ongoing…
Added 3 mins ago
TS
Counsellor - Men's Addiction Treatment
The Salvation Army Canada and Bermuda Territory
Vancouver, BC
- Full-time
Participate in clinical supervision meetings, as an individual and member of the team
Added 3 mins ago
CM
Mental Health Nurse - MHN
CASA Mental Health
AB
- Temporary
You will be part of a team that supports kids and youth who would not necessarily benefit from a CASA program, but still need psychiatric care as they have complex, chronic mental health…
Added 3 mins ago
CM
Mental Health Therapist
CASA Mental Health
AB
- $44.03 to $56.5 CAD / hour
- Full-time
Be an active, contributing member of an interprofessional clinical team whose purpose is assessment, treatment, case review and consultation.
Added 3 mins ago
CM
Mental Health Therapist
CASA Mental Health
Innisfail, AB
- Full-time
Be an active, contributing member of an interprofessional clinical team whose purpose is assessment, treatment, case review and consultation.
Added 3 mins ago
K
Senior Piping Designer
Kent
Calgary, AB
- Full-time
Kent is looking for a Senior Piping Designer to join our Engineering team in Calgary. The successful candidate will provide senior-level piping design expertise and produce safe, accurate,…
Added 3 mins ago
H
Licensed Practical Nurse
HealthCareersInSask.ca
North Battleford, SK
- Full-time
Job Description: Promotes health and healing and provides education as a member of the health care team to achieve optimum care for clients/patients/residents in all phases of health care.
Added 3 mins ago
H
Licensed Practical Nurse
HealthCareersInSask.ca
Regina, SK
- Part-time
Job Description: Promotes health and healing, and provides education as a member of the health care team to achieve optimum care for clients/patients/residents in all phases of health care.…
Added 3 mins ago
C
Banking Centre Leader III (18-month)
CIBC
Aurora, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional…
Added 3 mins 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…
Added 3 mins ago
C
Community General Manager II, Imperial Service
CIBC
Burlington, ON
- Full-time
As a member of the Imperial Service Team, you’ll lead a team of client facing employees within the banking centre, as well as other banking centres within your community to deliver on…
Added 3 mins ago
C
Customer Engagement Associate
CIBC
Vancouver, BC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 3 mins ago
C
Financial Advisor- CIRO-ID
CIBC
Sherwood Park, AB
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 3 mins ago
B
Automation Engineer
BMO
Toronto, ON · SCC
- Full-time
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our…
Added 3 mins ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
Acts as a key member of a collaborative and versatile branch and market team.
Added 3 mins ago
Sr Underwriter, Surety
Aviva
Vancouver, BC
Collaboration & Team contribution: Be an active and valued member of a collaborative, high-performing team. Share your expertise, mentor and support colleagues when needed, and contribute…
Added 3 mins ago
CG
Private Events and Restaurant Server/Bartender at Stratus Restaurant
Cambridge Group of Clubs
Toronto, ON
- Part-time
AI Disclosure: AI is not used to screen, assess, or select candidates for this position. All applications are reviewed by a member of our hiring team.
Added 3 mins ago
J
Assistant Maintenance Manager
JLL
Pitt Meadows, BC
- Full-time
…apply your relevant experience to a new industry, join our team as we help shape a brighter way…
Added 3 mins ago
C
Bakery Clerk - Part Time (Days and weekends)
Co-op
Portage la Prairie, MB
- Part-time
…package and an employer matched pension plan. We encourage our Team to take advantage of learning opportunities to grow and develop and we foster a culture of living up to our values of…
Added 3 mins ago
C
Accounting Clerk at Red River Co-op
Co-op
Winnipeg, MB
- Full-time
You must be able to build and maintain relationships and have the ability to work as part of a team, as well as independently.
Added 3 mins ago
C
Gas Bar Attendant -Rabbit Hill Gas Bar
Co-op
AB · Edmonton, AB
- Part-time
Be part of an organization that is fully member-owned, sustainable and believes in initiatives that directly benefit our local communities. North Central Co-op provides goods and services…
Added 18 mins ago
SS
Unregulated Care Provider
Sienna Senior Living
Simcoe Lodge, ON · Simcoe, ON
- Part-time
You will be a welcomed team member, working in a fast-paced environment where you will make a meaningful difference in residents’ lives. As an Unregulated Care Provider, you will provide…
Added 18 mins ago
SS
Bus Driver
Sienna Senior Living
Clarence-Rockland, ON · Gloucester Glen, ON · Gloucester, ON
- Full-time
You will be a welcomed member of the team, working in a fast-paced environment where you will make a meaningful difference in residents’ lives. As a Bus Driver, you will support residents’…
Added 18 mins ago
SS
Registered Practical Nurse
Sienna Senior Living
Alliston, ON
- Full-time
You will be a welcomed team member, working in a fast-paced environment where you will make a meaningful difference in residents’ lives. As a Registered Practical Nurse, you will provide…

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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