Member Advisor (Vintage Hills Branch)

Envision Financial

📍 Westbank, British Columbia, Canada 💼 Full-time 🕒 Posted July 01, 2026

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Job Description

We are currently seeking a full-time Member Advisor to join our team in Westbank.
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 openin...
            

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Job Details

Location Westbank, British Columbia
Job Type Full-time
Category Sales Representatives, Services
Posted Date July 01, 2026
Application Deadline August 10, 2026