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Member Advisor (Town Centre Branch)

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Envision Financial
๐Ÿ“ Abbotsford, Canada
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Location Abbotsford
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Posted March 23, 2026
๐Ÿš—
Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

We are currently seeking aย part-time Member Advisorย 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 memberโ€™s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, fostering stronger, long-term relationships.ย 

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: Processes a full range of member transactions including opening personal o...
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    ๐Ÿ“ Location Details

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

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