Member Solutions Advisor

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

Location Duncan, British Columbia

Job Type Full-time

Category Information and Record Clerks

Posted March 23, 2026

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 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; 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 person...
            

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