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Added 10 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
SK · Saskatchewan, Canada
- Full-time
Proficiency with Microsoft Office tools; experience with project management, scheduling, financial, CRM, document control, or enterprise systems is considered an asset.
Added 10 mins ago
MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
Familiarity with CRM and sales enablement platforms such as Salesforce, Microsoft Dynamics 365, SAP CX, Seismic, Highspot, or similar technologies.
Added 10 mins ago
YU
Communication and Engagement Specialist
York University
Toronto, ON
- Full-time
Ability to use Content management systems (e.g. WordPress, Drupal), customer relationship management (CRM), client management database systems (e.g. Microsoft Dynamic CRM, Symplicity or…
Added 10 mins ago
AE
Business Development Partner - Weyburn
Auto Electric Service Ltd.
Weyburn, SK
- Full-time
Use CRM and sales reporting tools to document opportunities, activities and results.
Added 10 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Winnipeg, MB
- Full-time
Proficiency with Microsoft Office tools; experience with project management, scheduling, financial, CRM, document control, or enterprise systems is considered an asset.
Added 10 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Saskatoon, SK
- Full-time
Proficiency with Microsoft Office tools; experience with project management, scheduling, financial, CRM, document control, or enterprise systems is considered an asset.
Added 10 mins ago
CL
Sales Trainer
Capital Lynk
Montreal, QC
- Full-time
CRM know-how: You’re comfortable using a CRM to track activity, pipelines, and results. Salesforce experience is a big plus.
Added 10 mins ago
TI
Claims Examiner
Temple Insurance Company
Toronto, ON
- Full-time
Chartered Insurance Professional (CIP) / Fellow Chartered Insurance Professional (FCIP) / Certified Risk Manager (CRM) designations are an asset
Added 10 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Calgary, AB
- Full-time
Proficiency with Microsoft Office tools; experience with project management, scheduling, financial, CRM, document control, or enterprise systems is considered an asset.
Added 10 mins ago
PS
Sales Director (Toronto)
Productive Shop
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Own forecasting, pipeline reporting and CRM accuracy.
Added 10 mins ago
Account Manager
ACCO Brands
Mississauga, ON
Maintain a current record of contacts and sales activities through a CRM System (ie. Salesforce.com)
Added 10 mins ago
LC
Business Development Sr. Manager-Warehouse as a Service
Loblaw Companies Limited
Brampton, ON
- Full-time
Added 10 mins ago
LC
Sr. Manager, LTL Sales & Business Development
Loblaw Companies Limited
Calgary, AB · Brampton, ON
- Full-time
· Proficiency in Microsoft Office applications and familiarity with CRM and transportation management systems.
Added 10 mins ago
AE
Business Development Partner - Weyburn
Auto Electric Service
Weyburn, SK
- Full-time
Use CRM and sales reporting tools to document opportunities, activities and results.
Added 10 mins ago
SD
Software QA Tester
Symbiotic Digital
Toronto, ON · Downtown Toronto (Ryerson), Ontario
- Contract
Added 10 mins ago
Business Development Manager, Road
DSV
Vancouver, BC
Enters new customer data and other sales data for clients into CRM and maintains this information per DSV company policy
Added 10 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
AB · Edmonton, AB
- Full-time
Proficiency with Microsoft Office tools; experience with project management, scheduling, financial, CRM, document control, or enterprise systems is considered an asset.
Added 25 mins ago
F
Events Manager
Fasken
AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Calgary, AB
- Full-time
…events, to post-event production, follow-up communications, CRM updates coordination, event results communication to speakers, Business Development and other…
Added 25 mins ago
AG
Program Specialist II
Allegis Global Solutions
Mississauga, ON
- Full-time
Advanced Excel and reporting skills; experience with VMS tools and CRM systems.
Added 40 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
A recognized professional designation in enterprise risk management or compliance designation, such as CRM, CRMA, RIMS-CRMP, an IRM qualification, o
Added 40 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Added 40 mins ago
Client Service Specialist ID #1669
YMCA of Simcoe/Muskoka
Parry Sound, ON
Added 40 mins ago
Territory Sales Representative
Canadian Federation of Independent Business
Lethbridge, AB
Experience with CRM tools and digital platforms is considered an asset
Added 40 mins ago
E
Sales Development Representative
enurgen
Ottawa, ON
- Full-time
Familiarity with HubSpot or a similar CRM is an asset.
Added 40 mins ago
AW
Inside Sales - Hybrid
All Weather at Home
Calgary, AB
- Full-time

Vancity

Financial Services Representative (BCGEU) - Mission

Mission, BC, Canada

This role offers a starting salary of $27.21 per hour as per the collective agreement. · Full-time

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Applications open in a new tab.

Job details

Pay: This role offers a starting salary of $27.21 per hour as per the collective agreement.
Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Please note that schedules may include weekends, as branch hours vary by location. Before applying, please ensure you are available to work the opening hours for this branch. You can find this information here: Find a Vancity branch or ATM - Vancity.

Our Story & Purpose:

We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

As a Financial Services Representative, you’ll be the first point of contact for our members - making it easier to bank with us, earning their trust, and creating a personalized member experience that makes them feel heard and valued from the moment they walk through our doors.

Whether you're just starting out or bringing experience in financial services, this role is a great opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch success. If you're eager to learn, passionate about helping people, and ready to grow with us - this could be the perfect fit.

This is a Full-Time, Permanent role based at our Mission Community Branch (Branch 36) and will report directly to the Assistant Branch Manager.

How You'll Make an Impact:

Creating a welcoming atmosphere by greeting members warmly and connecting through genuine, attentive interactions
Understanding the full picture of each member’s needs by exploring key areas such as:
- Everyday Banking
- Borrowing
- Investments
- Protection
Providing guidance that supports members’ financial goals and connects them to the right products or specialists
Offering tips and showing members how to use our online tools so they can manage their banking on their own
Taking ownership of every interaction by following through on commitments, providing timely and accurate updates, and ensuring smooth, seamless hand-offs when another team or specialist is involved
Maintaining professionalism and proactively following up to ensure member satisfaction
Following organizational policies and guidelines to stay compliant and mitigate risks

What You’ll Bring to the Team:

Education - High School Diploma (or equivalent)
Exceptional Communication Skills - Ability to listen, explain concepts clearly, and build trust through conversations
Customer Service Experience - Background in retail, hospitality, or other service-oriented roles where you’ve delivered personalized experiences
Sales Orientation - Comfortable working toward goals and offering solutions that meet member needs
Digital Confidence - Quick to learn and use technology, including CRM systems and digital banking tools
Attention to Detail - Skilled at documenting interactions accurately and following compliance procedures

Extra Skills That Set You Apart:

Proven Sales Success - Experience exceeding goals in retail or service environments.
Financial Services Background - Previous banking or advisory experience is a strong asset.
Advanced Digital Skills - Comfort with multiple platforms, CRM systems, and digital engagement tools.
Multilingual Ability - Additional languages to serve diverse communities.
Community Engagement - Volunteer or leadership experience that demonstrates connection to community values.

You’ll Thrive Here If You Are:

Member-Centric - Committed to creating personalized experiences and anticipating needs.
Sales & Advice Driven - Comfortable guiding members toward solutions that fit their goals.
Confident Presence - Makes informed decisions and builds trust in every interaction.
Adaptable & Resilient - Thrives in change, stays calm under pressure, and embraces challenges.
Growth Mindset - Eager to learn, improve, and succeed in a dynamic environment.
Accountable - Takes ownership of actions and follows through consistently.

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

What You’ll Earn:

This role offers a starting salary of $27.21 per hour as per the collective agreement. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You’ll Love Working Here:

A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.

Apply About employer

More about this job

Responsibilities

Welcome members, understand their everyday banking, borrowing, investment, and protection needs, and guide them to suitable products or specialists. Demonstrate digital banking tools, follow through on member interactions, and comply with organizational policies to support branch success and manage risk.

Requirements

A high school diploma or equivalent is required, along with strong communication skills and customer service experience in retail, hospitality, or another service-oriented setting. Candidates should be comfortable working toward sales goals, learning digital tools and CRM systems, documenting interactions accurately, and following compliance procedures; banking experience is an asset.

Skills

Customer Service
Sales
Communication
Active Listening
Relationship Building
Financial Needs Assessment
Financial Product Guidance
Digital Banking
CRM Systems
Attention to Detail
Compliance
Risk Mitigation
Follow-Up
Adaptability
Resilience
Community Engagement

Benefits

Annual Incentive Program
Flexible Benefits
Vacation
Additional Statutory Holidays
Care Days
Health Insurance
Dental Insurance
Defined Benefit Pension

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Credit Union
Member Experience
Everyday Banking
Borrowing
Investments
Protection
Financial Advice
Sales Goals
Relationship Building
Customer Service
Digital Banking
Online Banking Tools
CRM Systems
Compliance
Risk Mitigation
Member Needs Assessment
Product Guidance
Community Engagement
Indigenous Banking
Financial Resilience
Branch Banking

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