Member Financial Advisor

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  "source_hash": "5bc6e6c190ddad1228776c34c405b5882c66a572f9419f5237bcdfe8b4cb7eb6",
  "last_changed_at": "2026-05-30T05:48:51.026Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Cochrane, Alberta, T4C 2G4, Canada",
    "city": "Cochrane",
    "region": null,
    "country": "Canada",
    "is_remote": false,
    "confidence": 0.95
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:22:33.480Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "Cochrane, Alberta, T4C 2G4, Canada",
      "city": "Cochrane",
      "region": null,
      "country": "Canada",
      "is_remote": false,
      "confidence": 0.95
    },
    "countries": [
      "Canada"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": "on_site",
  "salary_currency": null
}

{}

{
  "list_job": {
    "id": "227",
    "isRemote": null,
    "location": {
      "city": "Cochrane",
      "state": "Alberta"
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "18534",
    "locationType": "0",
    "jobOpeningName": "Member Financial Advisor",
    "departmentLabel": "Cochrane",
    "employmentStatusLabel": "Full-Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "Cochrane",
      "state": "Alberta",
      "postalCode": "T4C 2G4",
      "addressCountry": "Canada"
    },
    "datePosted": "2026-05-21",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 11pt\">The Member Financial Advisor is responsible for growing BVCU’s portfolio by developing and maintaining relationships with members and potential members to proactively meet current and future financial needs with complete member financial solutions (including memberships and accounts, a full range of lending, and investment products/services).  </span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 11pt\"> </span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 11pt\">The Member Financial Advisor actively participates in branch and community awareness and networking activities, having expert knowledge of all credit union financial products and services, and participates in increasing awareness of BVCU and identified business growth strategies and strategic planning. </span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 11pt\"> </span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 11pt; font-weight: bold\">KEY AREAS OF RESPONSIBILITY:</span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"font-size: 11pt\"> </span><span style=\"color: rgb(35, 38, 41); font-size: 11pt\"><span style=\"font-weight: bold\">Member Experience</span> </span><br></span></p>\n<ul>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Creates a positive first impression and models exceptional service delivery at every member interaction through full discussion and understanding of the member's full financial profile  </span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Identify member product and service gaps and recommend solutions  </span></li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 11pt; font-weight: bold\">Retail Credit Activities</span></p>\n<ul>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Conducts interviews with members and provides information on the full range of credit, and deposit products and services to recommend tailored solutions to meet their needs to support member needs</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Provides decisions on the applications or refer applications to management/Lending Services for approval using approved limits</span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Completes all lending applications, renewals, extensions, alterations, and substitutions of security as established by policies and procedures and ensure that all documentation is error-free for approval within discretionary limits or makes recommendations for approvals/declines with little-to-no-coaching </span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Conducts routine loan audits as directed by reviewing loan reports and identifying further action required to address problem areas and initiates action in accordance with established procedures, including following up on delinquent accounts as directed </span></span><br></li>\n</ul>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"font-size: 11pt\"> </span></span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-weight: bold\"><span style=\"font-size: 11pt\">Member Relationships Activities</span></span></p>\n<ul>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects including opening new memberships as well as personal/business account openings to build the existing book of business</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Supports the achievement of annual branch goals and objectives through proactive promotion of BVCU’s complete range of products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities (including to 3rd party partners) during interaction with members or potential members</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Makes recommendations and processes appropriate documentation associated with the sale of all credit union products based on policies and procedures, ensuring application of appropriate rates and service charges</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Proactively engages in business development including managing BVCU’s pipeline through lead and referral generation </span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Supports member retention, including reducing payouts and loss of overall Products Per Member</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Completes new membership openings as well as account openings</span></span><br></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Discusses and completes investment transactions (registered and non-registered)</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 11pt; font-weight: bold\">CORE EFFECTIVENESS SKILLS:</span></p>\n<ul>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Strong effective communication skills; both written and verbal </span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Good computer skills, able to pick up new and existing programs related to the job quickly</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Strong critical thinking, problem solving, analytical, organizational, and multi-tasking skills, particularly focused on risk mitigation</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">First-rate influencing and negotiation skills</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Strong attention to detail and strong aptitude for numbers</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Excellent knowledge of the broader financial services industry and mortgage and retail lending market</span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Strong investigative skills for uncovering needs for both existing and potential members to support business growth </span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: rgb(32, 33, 36)\">Committed to continuous learning and development</span></span></li>\n</ul>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"font-size: 11pt\"> <br></span><span style=\"font-size: 11pt; font-weight: bold\">EDUCATION &amp; QUALIFICATIONS:</span></span></p>\n<ul>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Grade 12 diploma or equivalent; related post-secondary education in business, finance, or a related field is an asset</span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"color: black\">Experience helping members for a minimum five years, with a minimum of two years of advanced experience encompassing complex retail lending and investments; previous DNA experience is an asset </span></span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Proven ability to seek out and identify new business opportunities, and meet and understand the needs of existing and potential members</span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"font-size: 11pt\">Strong knowledge of credit union operations, philosophies, principles, lending legislation, regulations, policies, procedures, products, and services as well as working knowledge of the Credit Union Banking System</span></span></li>\n</ul>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"font-weight: bold\">THE FINE PRINT:</span></span></p>\n<ul>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">This position is on-site</span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Working Hours: Monday – Friday 8:45 am to 5:15 pm</span></li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer</span></li>\n</ul>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><span style=\"font-weight: bold\">APPLYING WITH BVCU:</span></span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">BVCU is strongly rooted in the communities we serve and have built considerable success by delivering exceptional service and products to our members to help built a strong financial future.  We take great pride in the communities and are committed to helping them thrive.  Total compensation includes vacation, RRSP program, and benefits, including an HSA.</span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\">At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, colour, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate.</span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: tahoma, arial, helvetica, sans-serif\"><em>BVCU thanks you for your application, but we will only be contacting successful applicants. Online applications only.</em></span></p>",
    "compensation": "Range Opens at $65,000 + Benefits",
    "departmentId": "18534",
    "locationType": "0",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Member Financial Advisor",
    "departmentLabel": "Cochrane",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Experienced",
    "jobOpeningShareUrl": "https://bowvalleycu.bamboohr.com/careers/227",
    "employmentStatusLabel": "Full-Time"
  }
}