Talent.com
Member Advisor (Brentwood Branch)
Member Advisor (Brentwood Branch)Envision Financial • Brentwood Bay, BC, Canada
No longer accepting applications
Member Advisor (Brentwood Branch)

Member Advisor (Brentwood Branch)

Envision Financial • Brentwood Bay, 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 FW 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 First West.
  • 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 FW Sales Essentials Course, within 6 months of hire required
  • Must complete the internal First West 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 (Brentwood Branch) • Brentwood Bay, BC, Canada

Similar jobs

Investment Advisor

RBC Dominion SecuritiesVictoria, Capital Regional District, CA
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start...Show more

 • Promoted

Wealth Advisor Growth Program: Build Your Book

Scotia Wealth ManagementVictoria, Capital Regional District, CA
Full-time

A well-known wealth management firm is seeking a Wealth Advisor to support high net worth clients in achieving their financial goals.You will receive training through the Wealth Advisor Development...Show more

 • Promoted

Member Service Representative 1 - Union

Coastal Community Credit UnionSouthern Gulf Islands Electoral Area, BC, CA
Full-time

Posting Deadline: Please submit your application by 11:59 PM PST, April 14, 2026.Together, Let’s Do Great Things!.We're a financial services co-operative with an expansive reach on Vancouver Island...Show more

 • Promoted

Engaging Member Services Role Focusing on Financial Advice

Coast Capital SavingsCentral Saanich, Capital Regional District, CA
Full-time

Become the welcoming face for members in a dynamic branch.Utilize strong communication and empathy to enhance relationships and deliver personalized financial support while thriving in a customer-o...Show more

 • Promoted

Branch Manager

Insight Pest Solutions CanadaLangford, BC, CA
Full-time +1

Effective immediately, pending candidate availability.Monday–Friday), averaging 40 hours per week (overtime and weekend work may be required).CAD annually + annual discretionary bonus.Looking for a...Show more

 • Promoted

Insurance & Service Advisor — Build Trust & Protect Members

BCAAVictoria, Capital Regional District, CA
Full-time

A leading insurance organization in Victoria is seeking a motivated Service Advisor.In this role, you will engage with customers to recommend insurance solutions that best meet their needs, while f...Show more

 • Promoted

Membership Specialist

The Society of Obstetricians and Gynaecologists of Canadavictoria, bc, ca
Full-time

Looking for a career opportunity with an established and reputable national organization that makes a real difference in women’s health, values its employees and offers a comprehensive total compen...Show more

 • Promoted • New!

Part-time Team Member

The Root Cellar Village Green GrocerVictoria, Capital Regional District, CA
Part-time

McKenzie Corner, 1286 McKenzie Ave.Interested in joining our team? Complete an application form to show your interest!.The Root Cellar sprouted from a deep passion for fresh, local food and sustain...Show more

 • Promoted

Board Member - victoria

Wildly Empoweredvictoria, bc, ca
Full-time

Wildly Empowered is seeking an experienced leader from the mental health sector to join our Board of Directors.We are looking for a values-aligned individual who is passionate about advancing menta...Show more

 • Promoted • New!

Street Team Brand Ambassador (Part Time/Seasonal) - South Georgian Bay, ON

Evanov Communicationsvictoria, bc, ca
Part-time

Street Team Brand Ambassador (Part Time/Seasonal) – South Georgian Bay, ON.We are looking for an individual that has a keen interest in media and marketing with a passion for music! The Street Team...Show more

 • Promoted • New!

Member Service Representative (sales & service)

Rise PeopleVictoria, Capital Regional District, CA
Full-time

As a Member Service Representative with Fitness World, you are part of a fun and likeminded community dedicated to providing a health and fitness space for everyone! In this hybrid sales and servic...Show more

 • Promoted

Engaging Loans Interviewer & Community Member Services Expert

ComsavingsVictoria, Capital Regional District, CA
Full-time

Transform financial lives as a Loans Interviewer within a collaborative member services team.Ensure personal and business lending meets the diverse needs of community members.You will play an essen...Show more

 • Promoted

Member Services Agent, On Campus

ALUMOVictoria, Capital Regional District, CA
Full-time +1

Member Services Agent, On Campus.University of Victoria (on-campus office), British Columbia.Full-Time: Monday to Friday, 9:00 AM – 5:00 PM.Part-Time: Effective May 2026, Monday to Thursday, 10:00 ...Show more

 • Promoted

Retail Team Member for Natural Wellness Experience

Saje Natural WellnessVictoria, Capital Regional District, CA
Full-time

Enhance customer well-being as a Retail Team Member in a natural wellness setting.Connect with customers through engaging product demonstrations and personalized service to deliver the ultimate wel...Show more

 • Promoted

Street Team Brand Ambassador (Part Time/Seasonal) - South Georgian Bay, ON - victoria

Evanov Communicationsvictoria, bc, ca
Part-time

Street Team Brand Ambassador (Part Time/Seasonal) – South Georgian Bay, ON.We are looking for an individual that has a keen interest in media and marketing with a passion for music! The Street Team...Show more

 • Promoted • New!

Assistant Branch Manager - Brentwood

VancityCentral Saanich, Capital Regional District, CA
Permanent

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 b...Show more

 • Promoted

Client Advisor

RBCSidney, BC, 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

Branch Manager in Training

BMOVictoria, Capital Regional District, CA
Part-time

Join BMO's customer satisfaction award winning Personal Banking team as a Branch Manager in Training for the Vancouver Island Market where you'll learn through our reputable training programs, ment...Show more