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Member Advisor (Princeton) Full-Time

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Envision Financial
๐Ÿ“ Princeton, Canada
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Location Princeton
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Posted June 21, 2026
๐Ÿš—
Commute Local Area
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Job Description

We are seeking aย full-time Member Advisorย to join our team in Princeton.

The Member Advisor is often the first point of contact for our members and plays a key role in creating a positive experience. This role focuses on listening carefully, understanding each memberโ€™s needs, and providing friendly, accurate support. The Member Advisor helps members with everyday banking, answers questions, supports them with online and digital banking platforms, and connects them with the right advisor or service when needed, ensuring each member feels confident, supported, and well looked after.

Hereโ€™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: Pro...
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    ๐Ÿ“ Location Details

    ๐ŸŒ†
    City
    Princeton
    ๐Ÿ—บ๏ธ
    Country
    Canada
    ๐Ÿš—
    Commute
    Local Area

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