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Added 22 mins ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Maintain accurate client records using our advanced CRM system.
Added 51 mins ago
OR
Account Consultant (Sales & Marketing) - Winnipeg
OSL Retail Services
Winnipeg, MB
- Full-time
Tools for success Smartphone & tablet, business cards, Bell branded clothing, ID badge, Salesforce CRM
Added 51 mins ago
CV
Event Specialist
CPABC Vancouver Chapter
Vancouver, BC
- Full-time
Proficiency with CRM systems (e.g., iMIS), event platforms, and mobile conference apps;
Added 1 hour ago
Inside Sales Representative, Dynamic
Scotiabank
Toronto, ON
Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
Added 1 hour ago
Management and Sales Trainee
Sherwin-Williams
Winnipeg, MB
Have work experience using timekeeping and/or customer relationship management ("CRM") systems
Added 1 hour ago
Assistant Sales Trainee Manager
Sherwin-Williams
Winnipeg, MB
Have work experience using timekeeping and/or customer relationship management ("CRM") systems
Added 1 hour ago
A
Coordonnateur(trice) des ventes et de projets / Sales and Project Coordinator/Estimator
Allegion
Longueuil, QC
- Full-time
Prepare price calculations (in Excel and Overtur) and quotations (in CRM and Word) and keep databases up to date:
Added 2 hours ago
PM
Coordinator, Revenue Operations
Picton Mahoney Asset Management
Toronto, ON
- Full-time
…enjoy keeping data clean, working in Salesforce, and turning CRM information into insights the sales teams can act on, this is a great opportunity to build your career in a collaborative…
Added 2 hours ago
EG
Manager, Business Operations and Transformation
Emterra Group
Oakville, ON
- Full-time
…management reporting processes. The organization has invested in CRM, supply chain portal, MS Business Central, the Producer facing Universal Portal (UP), reporting tools, and automation…
Added 2 hours ago
MF
Group Benefits Sales Representative
Merit for Apprenticeship
Mississauga, ON
- Full-time
Technically savvy with proficiency in Microsoft Office, CRM platforms, mobile applications, and virtual meeting technologies.
Added 2 hours ago
ST
Territory Sales Representative
SimplyAI Talent
Surrey, BC
- Full-time
- Maintain accurate records of customer interactions, leads, opportunities, and sales activities using CRM and sales administration tools.
Added 3 hours ago
SM
Software Developer – CRM – Senior - RQ11653
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dynamics CRM Customer Service…
Added 3 hours ago
SM
Software Developer – CRM – Senior - RQ11653
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dynamics CRM Customer Service…
Added 3 hours ago
SM
Software Developer – CRM – Senior - RQ11500
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dataverse, Dynamics 365 Customer…
Added 3 hours ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Specialized IT Consultant with extensive hands-on experience in Microsoft Dynamics 365 CRM, Model-Driven Apps (MDA), Power Pages Portal development, Power Automate,…
Added 3 hours ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Specialized IT Consultant with extensive hands-on experience in Microsoft Dynamics 365 CRM, Model-Driven Apps (MDA), Power Pages Portal development, Power Automate,…
Added 3 hours ago
SM
Software Developer – CRM – Senior - RQ11653
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Microsoft Power Platform, Azure solution design, Dynamics CRM Customer Service…
Added 3 hours ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Specialized IT Consultant with extensive hands-on experience in Microsoft Dynamics 365 CRM, Model-Driven Apps (MDA), Power Pages Portal development, Power Automate,…
Added 3 hours ago
CC
Supporter Engagement Specialist
Canadian Cancer Society
Montreal, QC · Quebec, QC
- Full-time
Maintains the integrity of the CRM by complying with policies and procedures for data collection and entry into system.
Added 3 hours ago
K(
SME Commercial Team Lead
KRGinsure (Kitchener) a div. of RRJ Insurance Group Ltd
Toronto, ON
- Full-time
Other industry qualifications, such as CAIB, CIP, CRM, etc., would be considered an asset
Added 3 hours ago
BC
Sales Coordinator - Global Markets Trading Floor
BMO Capital Markets
Toronto, ON
- Full-time
Familiarity with CRM or activity-tracking systems is a plus.
Added 3 hours ago
EG
Manager, Business Operations and Transformation
Emterra Group
Oakville, ON
- Full-time
…management reporting processes. The organization has invested in CRM, supply chain portal, MS Business Central, the Producer facing Universal Portal (UP), reporting tools, and automation…
Added 3 hours ago
SI
AVP, Claims, Mid - Market & Specialty
Sovereign Insurance
Toronto, ON · Montreal, QC · Vancouver, BC · Halifax, NS · Calgary, AB
- Full-time
Post secondary degree in Business, Commerce or a related field; an MBA is an asset. Chartered Insurance Professional (CIP) designation is required, with FCIP or CRM highly valued.
Added 3 hours ago
BR
Sr. Marketing Manager (18 month contract)
Brookfield Residential
Calgary, AB
- Full-time
At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind – creating the best places to call home. From the…
Added 3 hours ago
FC
Executive Assistant I, Corporate Finance
FTI Consulting
Vancouver, BC
- Full-time
…information; capturing time and expenses; maintaining Salesforce CRM contacts; and prioritizing incoming correspondence and…

Vancity

Financial Services Representative - West End

Vancouver, BC, Canada

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

Apply About employer

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Job details

Pay: This role offers a starting salary of $27.21 per hour.
Job type: Full-time
Apply by: Nov 1, 2026
Posting language: English
Posted: Oct 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 West End Community Branch (Branch 47) 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. 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 financial needs, and provide personalized guidance on banking, borrowing, investments, and protection products. Support members with digital banking, follow through on service commitments, and comply with policies while contributing to branch sales goals.

Requirements

A high school diploma or equivalent is required, along with strong communication skills and customer service experience. Candidates should be comfortable working toward sales goals, learning digital tools, documenting interactions accurately, and following compliance procedures; banking experience and multilingual ability are assets.

Skills

Customer Service
Sales
Financial Needs Assessment
Relationship Building
Communication
Active Listening
Financial Guidance
Everyday Banking
Borrowing
Investments
Protection Products
Digital Banking Tools
CRM Systems
Attention to Detail
Compliance
Risk Mitigation

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Credit Union
Member Experience
Customer Service
Sales Goals
Relationship Building
Financial Needs Assessment
Everyday Banking
Borrowing
Investments
Protection Products
Financial Guidance
Digital Banking
CRM Systems
Compliance
Risk Mitigation
Branch Banking
Member Satisfaction
Community Engagement
Multilingual Ability

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