Member Advisor (Princeton) Full-Time

Envision Financial · Princeton, British Columbia, Canada

Location
Princeton
Job Type
Full-time
Posted
June 21, 2026

Job Description

We are seeking a full-time Member Advisor to join our team in Princeton.

The Member Advisor is often the first point of contact for our members and plays a key role in creating a positive experience. This role focuses on listening carefully, understanding each member’s needs, and providing friendly, accurate support. The Member Advisor helps members with everyday banking, answers questions, supports them with online and digital banking platforms, and connects them with the right advisor or service when needed, ensuring each member feels confident, supported, and well looked after.

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: Pro...
  • Ready to Apply?

    Submit your application for Member Advisor (Princeton) Full-Time at Envision Financial

    Apply Now