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Member Advisor - Mobile (South Point, Ladner & Tsawwassen Branch)

Envision Financial
Full-time Delta, British Columbia Sales Representatives, Services
Posted:
March 19, 2026
Location:
Delta, British Columbia, Canada

Job Description

Position Description

Our Mobile Member Advisors deliver 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. As this is a mobile role travel will be required to multiple branches within the Delta, Surrey & Tsawwassen region depending on coverage needs.

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...

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    Job Overview

    Job Type: Full-time
    Location: Delta, Canada
    Posted: March 19, 2026
    Deadline: April 28, 2026