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Added 10 mins ago
AP
Patient Services Enrollment Specialist (12-month Contract)
Alexion Pharmaceuticals, Inc.
Mississauga, ON
- Full-time
…translates operational excellence into real-world impact for people living with unusual and severe…
Added 40 mins ago
WI
Senior Process Engineer - Wastewater Treatment
WSP in Canada
Sarnia, ON
- Full-time
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 1 hour ago
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Commercial Relationship Coordinator
Optum
Richmond, BC
- Full-time
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes…
Added 1 hour ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
The Finance Director serves as a strategic business partner to the Leadership Team in support of Husky’s Global Service Business and Customer Success Management strategy. This role provides…
Added 1 hour ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 2 hours ago
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Global Lead, Digital Procurement
''
Toronto, ON
- Full-time
- Other
…experiences - together. With a customer-first mindset, we make doing business with McCain…
Added 2 hours ago
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Branch Operations Manager, British Columbia
Panasonic
Burnaby, BC
- Full-time
Champion and lead organizational change management initiatives, aligning people, processes, and culture to accelerate adoption, minimize disruption, and deliver sustainable business results
Added 3 hours ago
TY
Proof Bartender
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Toronto, ON
- Part-time
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Added 3 hours ago
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Spécialiste principal(e), planification et inventaire bilingue/ Bilingual Senior Planning & Inventory Specialist
Visique
Montreal, QC
- Full-time
Added 3 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…Human Resources processes and programs. The ideal candidate is people-focused, highly organized, solution-oriented, and passionate about creating a positive employee…
Added 4 hours ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
Executive Business Partnership: Partner directly with the CEO and senior department heads to evaluate business performance, set annual operating budgets, and guide multi-year strategic…
Added 5 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Pillar 5 brings together several initiatives and projects involving business, financing, credit, operations, technology, data and transformation teams. You work closely with the Pillar 5…
Added 5 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
…and enjoying flexible working conditions, while helping local people build their lives. Our practical training programs help you master your job, with personalized content for continuous…
Added 5 hours ago
SH
Proof Bartender
Sonesta Hotels
Toronto, ON · The Yorkville Royal Sonesta Hotel Toronto, CAD
- Part-time
But here’s the thing - we’re not just in the business of hotels, we’re in the business of people. We bring service with passion, loyalty with purpose, and create experiences that genuinely…
Added 6 hours ago
E
Bilingual - Sr Talent Acquisition Specialist (French + English)
Epiroc
Mississauga, ON
- $95,912 to $126,870 CAD / year
- Full-time
As a Senior HR Specialist – Talent Acquisition, you will serve as a strategic talent partner focused on Canada region, leading the end-to-end recruitment process for leadership,…
Added 6 hours ago
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Designer - Accessories
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Montreal, QC
- Full-time
We believe great people do their best work alongside other great people. Here, you’ll have a voice, be challenged to grow and be part of a team driven by curiosity, bold thinking and…
Added 6 hours ago
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Designer - Knits
Reitmans (Canada) Ltée/Ltd
Montreal, QC
- Full-time
We believe great people do their best work alongside other great people. Here, you’ll have a voice, be challenged to grow and be part of a team driven by curiosity, bold thinking and…
Added 7 hours ago
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Assistant Manager, Guest Experience | Rideau Centre
lululemon
Ottawa, ON
- Full-time
Partner with other managers to review business data and metrics (e.g., profit and loss [P&L] statement) to inform planning processes (e.g., quarterly business review, sales planning, and…
Added 7 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 7 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
The Finance Director serves as a strategic business partner to the Leadership Team in support of Husky’s Global Service Business and Customer Success Management strategy. This role provides…
Added 7 hours ago
W
Senior or Principal Civil Engineer
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- Full-time
Play an integral role in Worley Consulting’s Environmental & Sustainability business, helping clients solve complex civil engineering, liability management, remediation, and site…
Added 7 hours ago
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Senior Lead, Customer Technology Advisor
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- Full-time
…faster innovation, and a lasting competitive edge. For our people - Kyndryls - that means doing purposeful work that powers human progress. Join us and experience a flexible, supportive…
Added 8 hours ago
WI
Senior Process Engineer - Wastewater Treatment
WSP in Canada
London, ON
- Full-time
With us, you can. You want Purpose. Growth. Opportunity. People who get it.
Added 8 hours ago
M
Cloud Solution Architect - AI Apps
Microsoft
Vancouver, BC
- Full-time
…Success (CE&S) organization is to empower customers to accelerate business value through differentiated customer experiences that leverage Microsoft’s products and services, ignited by our…
Added 8 hours ago
SI
Retail Sales Supervisor
Staples Inc.
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- Full-time
…sales, and maintain operational excellence. Your passion for the business will shine through as you guide your team in assisting customers with solutions, products, and services, while also…

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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