Member Advisor (Rutland Branch) Full Time

Envision Financial
Full-time Kelowna, British Columbia Sales Representatives, Services
Posted:
May 28, 2026
Location:
Kelowna, British Columbia, Canada

Job Description

We are currently seeking a full-time Member Advisor to join the Rutland Branch team in Kelowna. 

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 needs through to online banking where appropriate.
  • Mem...
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    Job Overview

    Job Type: Full-time
    Location: Kelowna, Canada
    Posted: May 28, 2026
    Deadline: July 07, 2026