Member Solutions Advisor
4 days ago
We are currently seeking a Member Solutions Advisor to join our team.The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The role also acts as the front line to inbound calls and emails.Here’s what would be included as a part of your typical dayMember 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; works in partnership with the branch network in providing back up support for inbound calls.Member Transactions: Processes a full range of member transactions including, but not limited to: opening personal or business accounts, debit/credit cards, deposits, overdraft protection, lines of credit, personal and/or investment loans (within assigned limits), and related insurance products.Goals: Supports achievement of annual team and individual goals and objectives through proactive promotion of FW products and services, participation in campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, assisting with loan interviews, and follow-up phone calls to members, as required.Technical Support: Acts as multi-divisional support to technical support calls/emails, as required.Required Skills, Experience & QualificationsCollege Trade or Tech School Diploma (2 years) in a related field or equivalent combination of education and experienceMust complete the internal First West certification program specific to this role within the required timeframe2 years of retail banking experience in a sales/service-focused position, or equivalent requiredFinancial services, call centre, or customer support over the phone experience preferredDemonstrated ability to identify needs and recommend products and services to membersSelf-starter with ability to work independently and solve problems using common sense and sound judgmentProven ability to plan, organize and prioritize workloadProficient in computer software programs . Microsoft OfficeDisplays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
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Financial Advisor
6 days ago
Penticton, British Columbia, Canada First West Credit Union Full time $60,000 - $100,000 per yearDescriptionWe are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...
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Senior Financial Advisor: Wealth Growth
2 days ago
Penticton, Canada First West Credit Union Full timeA regional credit union is seeking a Senior Financial Advisor to enhance customer service and offer comprehensive investment advice. This role involves processing various member transactions and mentoring branch employees. Ideal candidates will have a college diploma, mutual funds license, and 2-3 years of relevant experience. Strong relationship-building...
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Senior Financial Advisor
2 days ago
Penticton, Canada First West Credit Union Full timeDescription We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...
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Financial Advisor
3 weeks ago
Penticton, Canada Co-operators Full timeJoin to apply for the Financial Advisor role at Co-operators The Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of...
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Financial Advisor
3 weeks ago
Penticton, Canada Co-operators Full timeJoin to apply for the Financial Advisor role at Co-operators The Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of...
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Financial Advisor
1 week ago
Penticton, Canada Co-operators Full timeThe Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community...
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Financial Advisor
2 weeks ago
Penticton, Canada Co-operators Full timeThe OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and...
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Client Advisor, Personal Insurance
7 days ago
Penticton, Canada Acera Insurance Full timeClient Advisor, Personal Insurance Nov 29, 2025 Location: Penticton, British Columbia, CA We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge the status quo and never stop learning in their...
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Member Service Representative
1 week ago
Penticton, Canada BCAA Full timeWhy BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...
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Client Advisor, Personal Insurance
1 week ago
Penticton, Canada Acera Insurance Services Ltd. Full timeOur people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence. Empowered with a sense of accountability and autonomy to take ownership of their work. Treated with respect and act with integrity by putting clients, colleagues, and community first. Recognized for their achievements and celebrate festivities,...
