Current jobs related to Member Advisor - Abbotsford - Envision Financial, a division of First West Credit Union

  • Member Advisor

    4 hours ago

    Abbotsford, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our Town Centre team in Abbotsford, BC. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use...

  • Financial Advisor

    2 weeks ago

    Abbotsford, British Columbia, Canada Envision Financial, a division of First West Credit Union Full time

    Job DescriptionWe 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...

  • Service Advisor

    2 weeks ago

    Abbotsford, Canada Fraserway RV Full time

    Looking for a great opportunity to work with the largest RV Dealer in the industry? Interested in developing or advancing your career? We are looking for a highly motivated, enthusiastic team player to join our **Abbotsford, BC Dealership - Travelhome RV** as a Service Writer. **This is a Full Time, Regular **position. The primary focus of the Service...

  • Internal Advisor

    2 days ago

    Abbotsford, Canada AutoCanada Inc. Full time

    **Join the ride!** **Position**: Internal Advisor **Dealership**: Abbotsford Volkswagen **Location**: Abbotsford, B.C. **Classification**: Full-Time, Immediate Hire **Abbotsford Volkswagen**is proud to be a part of the AutoCanada dealership network. AutoCanada is the largest Canadian owned and publicly traded automotive dealer group operating in Canada and...

  • Money Advisor

    4 hours ago

    Abbotsford, British Columbia, Canada Gulf & Fraser Full time

    About Beem Credit UnionBeem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are...

  • Wine Advisor

    1 week ago

    Abbotsford, Canada Save-On-Foods Full time

    With over 175 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company. Committed to its core values of service, people, innovation, fun and integrity, Save-On-Foods is known for its World Class Team that goes the extra mile for its customers, team members, and communities. A division of Pattison Food Group...

  • Wine Advisor

    2 days ago

    Abbotsford, Canada Save-On-Foods Full time

    With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of service, people, innovation, fun and integrity, Save-On-Foods is known for its World Class Team that goes the extra mile for its customers, team members, and...

  • Parts Advisor

    1 week ago

    Abbotsford, Canada Abbotsford Chrysler Full time

    Are you a looking for more than just a job? Want to earn great money, work with cutting-edge tools, and be part of a company that actually values you? Abbotsford Chrysler—a proud member of Trotman Auto Group and one of Abbotsford's top employers—is looking for YOU! We’re more than a dealership—we’re a team of professionals who take pride in...

  • HR Business Advisor

    1 week ago

    Abbotsford, British Columbia, Canada KPMG Full time $74,000 - $111,000

    OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.KPMG is seeking an HR Business Advisor (HR Consultant) to join our Audit & Assurance team and support the British Columbia Region. In this Manager role, you will work closely...

  • Trainee - Insurance Advisor

    2 weeks ago

    Abbotsford, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Abbotsford, BC - Abbottsford Village location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

Member Advisor

2 weeks ago

Abbotsford, Canada Envision Financial, a division of First West Credit Union Full time

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.

**Accountabilities**
- **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.

**People/Thought Leadership**
- No direct supervisory responsibility

**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 be positive, flexible to change and work in a busy environment.

**Competencies**
- 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.

**Skills**
- Proficient in computer software programs e.g. Microsoft Office

**Travel**
- Overnight travel may be occasionally required, up to 6 times per year

**Risk Management**
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

**What’s in it for you**:
First, we strive to make our team members feel genuinely rewarded. You’ll have:

- Mental health coverage and resources
- Customizable health benefits, as well as topped-up parental leave
- Performance-based compensation, employee banking advantages and group RRSP matching
- Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.**Diversity, Equity, Inclusion & Belonging**

At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity