Talent.com
Envision Financial
Member Advisor (Ladner Branch)Envision Financial • Delta, BC, Canada
Member Advisor (Ladner Branch)

Member Advisor (Ladner Branch)

Envision Financial • Delta, BC, Canada
30+ days ago
Job type
  • Full-time
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 . Microsoft Office
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
Create a job alert for this search

Member Advisor (Ladner Branch) • Delta, BC, Canada

Similar jobs

Team Lead-Retail

RootsVancouver, Metro Vancouver Regional District, CA
Full-time

Posted Wednesday, August 19, 2026 at 7:00 AM.Established in 1973, Roots is a proudly Canadian lifestyle brand that celebrates authenticity, quality, and community.Inspired by the great outdoors, we... Show more

 • Promoted

Client Advisor

FendiVancouver, Metro Vancouver Regional District, CA
Full-time

As a Fendi Client Advisor, you will be accountable for providing outstanding customer service and for exceeding assigned sales goals.By building meaningful relationships with your clients, you will... Show more

 • Promoted

Associate Advisor

People CorporationBurnaby, Metro Vancouver Regional District, Canada
Full-time

We are seeking an Associate Advisor to join our team in Burnaby, BC.This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment ... Show more

 • Promoted

Part-Time Banking Client Advisor (Mandarin)

BMOVancouver, Metro Vancouver Regional District, CA
Part-time

A financial services company in Metro Vancouver is seeking a part-time customer service representative to deliver exceptional service to customers.The role involves identifying customer needs, supp... Show more

 • Promoted

Business Banking Associate

TDBurnaby, Metro Vancouver Regional District, CA
Full-time

Burnaby, British Columbia, Canada.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of th... Show more

 • Promoted

Join TELUS Sales Team in BC

The Acquisition GroupVancouver, Metro Vancouver Regional District, CA
Full-time

Start your sales journey with TELUS and its Premier Vendor Partner in Downtown Vancouver, Burnaby, and Surrey, BC.As a Sales Representative, engage in door-to-door sales of various TELUS services t... Show more

 • Promoted

Bilingual Membership & Partnerships Manager (Remote)

Strauss event & association managementVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A management consultancy specializing in event and association management is seeking a Bilingual Account Manager (Membership Manager) to support member recruitment and services, manage booth and sp... Show more

 • Promoted

Banking Advisor

RBCVancouver, Metro Vancouver Regional District, CA
Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more

 • Promoted

Insurance Branch Manager | People-First Leader

Schill Insurance Brokers Ltd.Surrey, Metro Vancouver Regional District, CA
Full-time

A leading insurance provider in Canada is seeking a Retail Branch Manager to oversee a front-line team in Surrey, BC.The role involves ensuring high levels of client satisfaction through service ex... Show more

 • Promoted

Shift Leader - JOEY Bentall

JOEY Restaurant GroupVancouver, Metro Vancouver Regional District, CA
Full-time

Your passion, purpose and potential.In you we see care, drive, confidence and curiosity.When you join our team, you can expect intensity, excitement and energy.Through our culture of people develop... Show more

 • Promoted

BCAA Member Contact Centre Advisor

BCAABurnaby, Metro Vancouver Regional District, CA
Full-time

Work as a Service Advisor at BCAA’s Burnaby location, promoting insurance solutions and providing exceptional customer service.This part-time job equips you with the tools to handle diverse custome... Show more

 • Promoted

Stock Associate

Kiokii and...Vancouver, Metro Vancouver Regional District, CA
Full-time

Asian trendy products in North America.We provide a huge selection of high‑quality and top‑hit products from Asia including cosmetics, skincare, beauty, accessories and lifestyle.With our rapid gro... Show more

 • Promoted

Membership Advisor

Fitness World CanadaSurrey, Metro Vancouver Regional District, CA
Full-time

We’ve been alerted to fraudulent emails, phone calls and offer letters impersonating Fitness World and targeting job candidates.Fitness World does not offer remote roles — all recruitment is conduc... Show more

 • Promoted

Part-Time Focus Group Participant - Dining Out

ApexFocusGroupRichmond, BC, CA
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No call center representative agent experience needed.Call ... Show more

 • Promoted

Membership Advisor

Rise PeopleSurrey, Metro Vancouver Regional District, CA
Full-time

Membership Advisor – Earn up to $75,000 in Annual Pay.The Membership Advisor reports to the General Manager and ensures a best-in-class fitness experience for members by demonstrating the value Fit... Show more

 • Promoted

Community-Focused Branch Manager Role

Community Savings Credit UnionSurrey, Metro Vancouver Regional District, CA
Full-time

Excel as a Branch Manager at Community Savings Credit Union, committed to delivering top-notch financial advice in British Columbia.Build connections while managing a dynamic team and enhancing mem... Show more

 • Promoted

Associate Advisor

840 IFSBurnaby, Metro Vancouver Regional District, CA
Full-time

We are seeking an Associate Advisor to join our team in Burnaby, BC.This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment ... Show more

 • Promoted

Service Advisor - Maple Ridge Chevrolet Buick GMC

AutoCanadaVancouver, Metro Vancouver Regional District, CA
Full-time

Maple Ridge Chevrolet Buick GMC.Maple Ridge Chevrolet Buick GMC is proud to be a part of the AutoCanada dealership network.AutoCanada is the largest Canadian owned and publicly traded automotive de... Show more

 • Promoted

Membership Sales Associate

Orangetheory Fitness CanadaSurrey, Metro Vancouver Regional District, CA
Full-time

Join the fast‑growing phenomenon where you get to work alongside industry‑leading talent in a high‑performance culture who are passionate, experienced, and determined.Fastest‑Growing Private Compan... Show more

 • Promoted

Join Psycho Bunny as a Sales Associate

Psycho BunnyRichmond, Metro Vancouver Regional District, CA
Full-time

Become a Sales Associate with Psycho Bunny at McArthurGlen Outlets.Delight customers with our trendy apparel while creating an extraordinary shopping experience that reflects our brand values.In th... Show more