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Member Advisor (Rutland Branch) Full Time

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Envision Financial
📍 Kelowna, Canada
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Location Kelowna
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Posted June 06, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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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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    📍 Location Details

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    City
    Kelowna
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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