Home / Jobs / Member Advisor (Keremeos Branch)

Member Advisor (Keremeos Branch)

Envision Financial • Keremeos, British Columbia, Canada • Posted March 23, 2026

Location Keremeos, British Columbia
Job Type Full-time
Category Information and Record Clerks
Posted March 23, 2026

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. 

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 opening personal or business...

    • Interested in this role?

    Click the button below to start your application.

    Apply Now