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Added 11 mins ago
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 11 mins ago
C
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- Full-time
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Added 11 mins ago
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Added 11 mins ago
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- Full-time
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Added 26 mins ago
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Added 40 mins ago
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Added 40 mins ago
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- $55 to $70 CAD / hour
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Added 41 mins ago
Manager, Financial Planning and Accommodations
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The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding career opportunities.
Added 56 mins ago
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Branch Operations Assistant
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Added 1 hour ago
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Customer Service Advisor Hamilton, Full Time, Automotive Please Quote Reference Number 19242
Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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- Full-time
…branch. You will provide administrative support to 2 Investment Advisor teams by ensuring all documentation or requests are done with a high attention to detail. The successful candidate…
Added 1 hour ago
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- Full-time
…clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or…
Added 1 hour ago
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PIA Client Service Associate
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Toronto, ON
- Full-time
…clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or…
Added 1 hour ago
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PIA Client Service Associate
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- Full-time
…clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or…
Added 1 hour ago
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Personal Finance Advisor
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- Full-time
The work mode arrangement for the position is full-time on site.
Added 1 hour ago
C
Sr. Financial Advisor CIRO-ID (Urban)
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- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 1 hour ago
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Added 1 hour ago
UO
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Added 1 hour ago
VF
Member Advisor (Penticton Main Branch)
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- $46,900 to $50,200 CAD / 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 1 hour ago
FR
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Added 1 hour ago
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…operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to our customers in the energy…

Valley First

Member Advisor (Penticton Main Branch)

Penticton, BC, Canada

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

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Job details

Pay: $46,900 to $50,200 CAD / year
Job type: Full-time
Apply by: Dec 6, 2026
Experience: 2 years of retail/customer service experience or equivalent required
Posting language: English
Posted: Nov 6, 2026

Original job description

Job Description

We are currently seeking a Member Advisor to join our team.

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.

About Us

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back - in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement On AI Use

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement Of Genuine Vacancy

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

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More about this job

Responsibilities

Build relationships with current and prospective members, assess their financial needs, provide tailored advice or referrals, and support their use of digital banking. Process member transactions, meet sales and referral targets, promote products and services, and contribute to branch goals, risk controls, and team effectiveness.

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 is an asset. Candidates should demonstrate relationship-building, needs-based recommendations, flexibility, computer proficiency, and adherence to policies; sales and cash-handling experience are preferred, and required internal training and certification must be completed.

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

Benefits

Mental Health Coverage And Resources
Customizable Health Benefits
Topped-Up Parental Leave
Performance-Based Compensation
Employee Banking Advantages
Group RRSP Matching
Vacation Time
Flexible Work Arrangements
Paid Time Off To Volunteer
In-House Training Programs
LinkedIn Learning Access
External Course Reimbursement

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
Cash Handling
Internal Certification Program
Microsoft Office
Risk Management
Policies And Procedures
Regulatory Changes
Industry Best Practices
Branch Campaigns
Process Improvement
Service Level Agreements
Productivity Targets
Member Life Stages

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