Finance & Insurance Advisor - Subaru Coquitlam

Tribe513

Port Coquitlam

On-site

CAD 50,000 - 80,000

Full time

6 days ago
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Benefits offered by this job

Competitive commission structure
Career growth opportunities
Comprehensive benefits package
Training provided

Job summary

Jim Pattison Subaru Coquitlam is seeking a Finance & Insurance Advisor to assist customers after vehicle selection, guiding them through the financial and administrative side of the purchase.

Role focuses on explaining financing/lease options, presenting agreements, and recommending protection products while ensuring accuracy and compliance in all transactions.

Qualifications

  • High school diploma or equivalent.
  • Ability to obtain and maintain VSA licensing.
  • Interest in automotive finance, lending, insurance, and related products.
  • Strong verbal and written communication skills.
  • Professional, approachable personality.

Responsibilities

  • Explain financing, leasing, payment structures, and options clearly.
  • Present finance and lease agreements per lender requirements.
  • Introduce protection products including extended contracts and insurance offerings.
  • Work with lenders to obtain approvals and structure transactions.
  • Maintain accurate customer and deal information in CRM systems.

Skills

Customer service
Communication
Attention to detail
Professional demeanor

Education

High school diploma

Tools

CRM software
Dealership software

Job description

Jim Pattison Subaru Coquitlam is looking for a customer-focused Finance & Insurance Advisor to join our dealership team. This is an opportunity for a motivated, personable professional who enjoys working with people, has a strong attention to detail, and is interested in developing a career in automotive finance.

You’ll play an important role in the customer experience by helping guests understand their financing and leasing options, completing the documentation associated with their vehicle purchase, and introducing protection and insurance products that may be appropriate for their needs.

Automotive experience is an asset, but it is not essential. We are willing to train the right individual who demonstrates professionalism, initiative, strong communication skills, and a genuine desire to learn.

Employment Type: Full-time, permanent
Hours: 40 hours per week; evenings and weekends required
Compensation: Variable commission structure
Reports to: Assistant General Manager

About Us

A division of the Jim Pattison Group, the Jim Pattison Auto Group was founded in 1961 by Jimmy Pattison, when he purchased a GM franchise. Today, the Jim Pattison Auto Group encompasses 28 locations across Western Canada, representing 16 automotive brands.
Customer satisfaction is our priority and it’s accomplished through the strength of our employees. Learn more about us here: https://www.jpautogroup.com/dealership/about.htm

The Opportunity

As a Finance & Insurance Advisor, you will work with customers after they have selected their vehicle and help guide them through the financial and administrative side of their purchase.

Your responsibilities will include:

  • Meeting with customers to review and complete the financial portion of their vehicle transaction
  • Explaining financing, leasing, payment structures, and available options in a clear and easy-to-understand manner
  • Preparing and presenting finance and lease agreements in accordance with dealership and lender requirements
  • Introducing customers to available protection products, including extended service contracts, vehicle protection products, and applicable insurance offerings
  • Working with lenders and financial institutions to obtain approvals and structure transactions
  • Reviewing contracts and supporting documentation for accuracy and completeness
  • Ensuring transactions are processed in accordance with applicable regulations, policies, and dealership procedures
  • Maintaining accurate customer and deal information within dealership systems and CRM platforms
  • Coordinating with sales, management, and delivery teams to keep transactions moving efficiently
  • Supporting an organized and professional vehicle delivery experience
  • Developing productive relationships with lenders and keeping informed about financing programs, rates, and available products
  • Maintaining current knowledge of finance, insurance, protection products, and applicable regulatory requirements
  • Providing a consistently professional and transparent experience throughout the customer's purchase journey

The successful candidate understands that this role is about more than completing paperwork. You will help customers make informed decisions while ensuring every transaction is handled accurately, ethically, and professionally.

What You Bring

We are looking for someone who is confident working with customers and comfortable taking responsibility for detailed financial and legal documentation.

Ideally, you will have:

  • A high school diploma or equivalent
  • The ability to obtain and maintain the required VSA licensing
  • An interest in automotive finance, lending, insurance, and related products
  • Strong verbal and written communication skills
  • A professional and approachable personality
  • Excellent attention to detail and accuracy
  • Strong organizational skills and the ability to manage multiple transactions
  • The ability to explain financial information and contractual details in straightforward language
  • A customer-first mindset combined with sound business judgment
  • A strong commitment to ethical and compliant business practices
  • Comfort using CRM platforms, digital tools, and dealership software
  • The flexibility to work evenings and weekends as required
  • Previous experience in automotive sales, finance, banking, lending, or a related customer-facing environment is an asset

Most importantly, we're looking for someone who is dependable, motivated, eager to learn, and committed to building positive relationships with customers and colleagues.

What We Offer
  • Competitive compensation plan with commission and bonus opportunities.
  • We have premium products with highly effective prices at our high-volume location.
  • Career growth opportunities within a large and well-established automotive group.
  • Manufacturer and in-house training are provided.
  • Exclusive access to vendor promotions, offers and purchase programs.
  • Recognition and rewards program.
  • Comprehensive benefits package.
  • Amazing colleagues, great working environment, and a team building culture!

We thank all applicants for their interest in this opportunity; however, only those selected for an interview will be contacted.

We are an equal opportunity employer and are committed to creating an inclusive and accessible workplace. We welcome applicants from all backgrounds and experiences. If you require any accommodations during the recruitment process, please contact us at careers@jpautogroup.com.

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