Jobs in Canada

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Added 1 hour ago
DS
Manager, Maintenance & Renewal Services
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Delta, BC
- Full-time
Added 1 hour ago
NB
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Added 1 hour ago
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- Full-time
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Added 1 hour ago
NB
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- Full-time
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Added 1 hour ago
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A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
VF
Member Advisor (Orchard Plaza Branch)
Valley First
Kelowna, BC
- $46,900 to $50,200 USD / year
- Full-time
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…
Added 3 hours ago
HT
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- Full-time
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- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
A
Senior Service Designer
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- $95,000 to $105,000 CAD / year
- Full-time
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Added 5 hours ago
Member Advisor (Orchard Plaza Branch)
First West
Kelowna, BC
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…
Added 7 hours ago
FH
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Added 8 hours ago
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Director, Child Care Services
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- Full-time
Added 8 hours ago
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Added 12 hours ago
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Senior Environmental Engineer or Geoscientist
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Added 12 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
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- Full-time
Added 12 hours ago
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Tax Operations Representative
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Waterloo, ON · Montreal, QC · Halifax, NS
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Added 12 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…

Valley First

Member Advisor (Orchard Plaza Branch)

Kelowna, 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 30, 2026
Experience: 2 years of retail/customer service experience or equivalent required
Posting language: English
Posted: Oct 31, 2026

Original job description

Job Description

We are currently seeking a Member Advisor to join our team in Kelowna. The Orchard Plaza branch is open to support our members Monday through Saturday.

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 tailored advice or referrals, and support online banking adoption. Process member transactions, meet sales and referral targets, promote branch products and services, and contribute to team and branch goals.

Requirements

Requires a high school diploma or equivalent and at least two years of retail or customer service experience; sales and cash-handling experience are preferred. Candidates must complete the required internal sales course and role-specific certification, and demonstrate relationship-building, product recommendation, computer, flexibility, and risk-compliance skills.

Skills

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

Visa sponsorship

Not detected in the job text

Keywords

Member Service
Financial Services
Financial Advice
Online Banking
Digital Banking
Digital Literacy
Member Transactions
Personal Accounts
Business Accounts
Debit Cards
Credit Cards
Deposits
Sales Targets
Referral Targets
Cross-Selling
Member Relationships
Retail Customer Service
Cash Handling
Microsoft Office
Risk Management
Regulatory Changes
Policies And Procedures
Process Improvement
Internal Role Certification

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