Member Advisor (Cloverdale) Full Time

Envision Financial

Full-time Food and Beverage Serving Workers
Apply Now
Location
Surrey, British Columbia, Canada
Posted
July 05, 2026

Job Description

We are currently seeking a Member Advisor to join our team in Cloverdale. This is a full-time position, supporting branch operations Tuesday through Saturday. 

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 product 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 nee...