Member Experience Specialist (On Site)
- Abbotsford, BC
- On-site
- Posted Sep 1, 2026
- 1 position
$46,000–$57,500 / year
Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- High school
- Posting language
- English
- Working hours
- 38 hours per week
Job summary
The Member Experience Specialist is responsible for acquiring and onboarding new retail and business members through proactive engagement. They will identify financial needs, recommend appropriate banking and investment solutions, and contribute to a collaborative advice center environment.
Job details
The Member Experience Specialist is responsible for acquiring and onboarding new retail and business members through proactive engagement. They will identify financial needs, recommend appropriate banking and investment solutions, and contribute to a collaborative advice center environment. Candidates should have 1–3 years of experience in financial services or sales and possess or be willing to obtain a Mutual Funds license. A Grade 12 diploma is required, while post-secondary education in Business or Marketing is considered an asset.
What you’ll do
The Member Experience Specialist is responsible for acquiring and onboarding new retail and business members through proactive engagement. They will identify financial needs, recommend appropriate banking and investment solutions, and contribute to a collaborative advice center environment.
Requirements
Candidates should have 1–3 years of experience in financial services or sales and possess or be willing to obtain a Mutual Funds license. A Grade 12 diploma is required, while post-secondary education in Business or Marketing is considered an asset.
Benefits
- Flexible Benefits Program
- Defined Contribution Retirement Plan
- Vacation time
- Personal time
- Wellness time
- Vacation Bonus Days
- Professional development
Listed skills
- Account Management · Preferred
- Sales · Preferred
- Communication Skills · Preferred
- Onboarding · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial services
- Sales
- Onboarding
- Financial health checks
- Lending
- Investment solutions
- Account management
- Sales pipeline
- Referrals
- Communication skills
- Financial curiosity
- Technology proficiency
- Needs-based selling
- Mutual funds
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support
- Retail
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