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Facilities Technician/Millright - Sun thru Thur 10pm to 6am
McKesson
Surrey, BC
- Full-time
…minimal supervision while remaining an active and dependable member of the…
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Youth Solo Coordinator
Chimo Youth Retreat Centre
Edmonton, AB
- Full-time
Participate as an active and collaborative member of the Solo team.
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Advanced/Intermediate/Primary Care Paramedic (Community Paramedicine)
Medavie
Saskatoon, SK · SK Saskatoon
- Part-time
Must demonstrate the ability to work efficiently as a member of the team and possess strong interpersonal skills.
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Senior Corporate Accountant
People Corporation
Winnipeg, MB · MB - PC Kenaston - Wpg
- Full-time
As a key member of our corporate accounting team, you will partner with departments across the organization to provide support and drive our financial processes and results. You are…
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Overnight Customer Service Representative (Motivator) – Windsor Tecumseh Mall
GoodLife Fitness
Windsor, ON
- Part-time
…Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the Club. The Motivator is responsible for creating a welcoming,…
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TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Moncton, NB
- Full-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative team environment.
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Health Care Aide (2026-0984)
Carewest Innovative Healthcare
Calgary, AB
- Part-time
- Temporary
Reporting directly to the Director of Care, the Health Care Aide (HCA) is a regulated member of the interprofessional health care team who provides ongoing client care.
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Technical Consultant, D365 Customer Engagement
Long View Systems
Calgary, AB · AB · Vancouver, BC · Toronto, ON
…innovation and enthusiasm, of inclusion and belonging. As a member of the Long View team, you’ll see how our company’s core pillars - Integrity, Competence, Value, and Fun - resonate…
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Market Development Manager
Desjardins
Cacouna, QC · L'Isle-Verte, QC · Rivière-du-Loup, QC · Caisse Desjardins de Viger et Villeray
- Full-time
…responsible for the strategic and operational management of a team dedicated to selling financial products and services in a specific business line. You build and maintain long-term…
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Banking Centre Leader I
CIBC
Brampton, ON · Mississauga, 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…
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Mobile Mortgage Advisor (Richmond Hill, ON) - 100% Commission
CIBC
Richmond Hill, ON · ON
- 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…
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Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- 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…
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Workforce Specialist, Job ID# 7081
JVS Toronto
Toronto, ON
- Full-time
As part of our recruitment process, we may use AI-enabled tools to support resume screening and candidate matching. However, applications are reviewed by a member of our hiring team.
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Mental Health Therapist Staff
HealthCareersInSask.ca
Esterhazy, SK
- Full-time
The Mental Health Therapist - Staff is an integral member of the Primary Health Care Team and works in part of the network team in the medical home model. As a member of a multidisciplinary…
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Estate Planning Consultant
BMO
Saskatoon, SK · RC_Sask
- Full-time
Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.
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Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
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Technician, Collection
Belron
Montreal, QC · National Support Center_QC
- Full-time
We welcome applications from everyone, and are firmly committed to diversity, equity and inclusion in the workplace, and take pride in ensuring every member of our team feels empowered.
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Wellness Program Administrator
CAA Club Group
Thornhill, ON
…are on the road, at home, or travelling abroad. As a trusted Member-based organization, we provide products and services that are essential to Members’ safety and peace of mind. With over…
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Dietary Aide TFT
The Corporation of UCLG
Athens, ON
- Full-time
…policies of the Home and applicable legislation. As a valued member of Long-Term Care Services, demonstrate a commitment to Resident Safety by providing quality care in accordance with the…
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Food Production Workers
Fresh Start Foods Canada Ltd.
Richmond, BC · Fresh Start West Richmond-British Columbia-FSW
- Full-time
…fresh produce solutions to customers across Canada. As a valued member of the Gordon Food Service (GFS) family of companies, we are honored to be recognized by Forbes as one of Canada’s…
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Assistant General Manager
Movati
Ottawa, ON
- Full-time
…to the General Manager. You’ll coach, develop, and motivate team members to achieve sales and service goals while maintaining a best-in-class member…
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Cook III
Marriott
Vancouver, BC
- Full-time
…with others using clear and professional language. Support team to reach common goals. Ensure adherence to quality expectations and standards. Stand, sit, or walk for an extended period of…
Added 14 mins ago
TS
Quality Control Inspector
The Shaw Group Limited
Lantz, NS
- Full-time
…process will mean that you will be an invaluable contributing member of the Operational team and will require someone with a hands-on approach to quality monitoring and problem…
Added 14 mins ago
LH
2600002920 - Registered Technologist
Lakeridge Health
Ajax, ON
- Internship
…(AI) tools as part of the recruitment and screening process. A member of our Talent Acquisition team is actively engaged in the Recruitment and Selection process to ensure a fair and…
Added 14 mins ago
WC
Bilingual Outside Sales Representative (Cargo) - Timmins,ON
Wurth Canada
Timmins, ON
- $51,000 to $92,000 CAD / year
- Full-time
…status, national origin, or disability status. Please contact a member of the HR team if accommodation is required during any point of the recruitment…

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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