Financial Advisor (Heavy-Duty Truck Financing)

Excellence Peterbilt; Montreal; Sur place; CAD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Telemedicine

Health insurance

Dental insurance

Life insurance

Travel insurance

Employee Assistance Program (EAP)

Group RRSP

Sick leave

Holiday time off

Team environment

Sabbatical leave

Tuition reimbursement

Referral bonus

Professional development

Résumé du poste

Excellence Peterbilt in Laval, Montréal, or Trois-Rivières seeks a Financial Advisor to grow its heavy‑duty truck financing operations and build a strong network of clients and partners. You will tailor financing solutions for the purchase of new or used trucks and equipment, ensuring transactions meet client needs and company goals.

Reporting to the CFO, you will negotiate terms with financial institutions, manage applications through to disbursement, and collaborate with truck sales reps to

Qualifications

• Completion of Finance and Insurance (F&I) training.
• Experience in financial sector; knowledge of heavy-duty trucking is a plus.
• Strong negotiation and business development skills.
• Ability to assess clients' finances and tailor financing options.
• Bilingual in French and English (written and spoken).

Responsabilités

• Develop and maintain a network of clients and partners to generate financing opportunities.
• Assess clients' financial needs and tailor financing solutions for trucks and equipment.
• Negotiate financing terms with lenders and manage applications through to disbursement.
• Collaborate with truck sales reps to facilitate financing approvals.
• Contribute to growth targets in financing volume and profitability.
• Ensure compliance and maintain accurate records; build lasting client relationships.

Connaissances

Negotiation

Business development

Interpersonal skills

Attention to detail

Independent work

Bilingual FR/EN

Formation

F&I training

Description du poste

Financial Advisor (Heavy-Duty Truck Financing)

Do you have expertise in financing and a strong interest in business development? Are you a skilled negotiator with the ability to build lasting business relationships?

Excellence Peterbilt is looking for a Financial Advisor to contribute to the growth of its heavy-duty truck and equipment financing operations.

Reporting to the CFO, you will be responsible for developing a network of clients and business partners while offering financing solutions tailored to their specific needs.

This position offers the opportunity to leverage your financial expertise, business acumen, and interpersonal skills in an environment where autonomy and business development play a key role.

Compensation: Base salary + commissions, with guaranteed compensation for the first 12 months.

Work Schedule: Day shift, 40 hours/week

Work Location: Laval, Montréal, or Trois-Rivières

What We Offer:

• Telemedicine services, with access to a doctor 24/7;

• Health and dental insurance;

• Life and travel insurance, short-term and long-term disability coverage;

• Employee Assistance Program (EAP);

• Group RRSP with employer contributions;

• Sick and family leave;

• Time off during the holiday season;

• An experienced team and a collaborative work environment.

Additional Benefits:

• Employee recognition program;

• Sabbatical leave policy;

• Tuition reimbursement;

• Employee referral bonus;

• Professional development and career advancement opportunities.

Your Key Responsibilities:

• Develop and maintain a network of clients and business partners to generate new financing opportunities;

• Assess clients' financial needs and recommend tailored financing solutions for the purchase of new or used heavy-duty trucks and equipment;

• Negotiate financing terms with financial institutions and manage applications through to the disbursement of funds;

• Collaborate with new truck sales representatives to facilitate financing approvals;

• Contribute to achieving business development, financing volume, and profitability targets;

• Ensure transaction compliance, maintain accurate and complete records, and build lasting business relationships with clients and financial partners.

Required Experience, Education, and Skills:

• Completion of Finance and Insurance (F&I) training;

• Relevant experience in the financial sector; knowledge of the heavy-duty truck industry is considered an asset;

• Excellent negotiation and business development skills;

• Ability to analyze clients' financial situations and evaluate various financing options;

• Strong interpersonal skills and a customer-focused approach;

• Ability to work independently, take initiative, and demonstrate excellent organizational skills;

• Ability to manage multiple files simultaneously and perform effectively under pressure;

• Strong attention to detail, integrity, discretion, and professionalism;

• Proficiency in both French and English, written and spoken;

• Proficiency with computer applications and Microsoft Office Suite.

Are you ready to put your financial expertise and business development skills to work while contributing to the growth of a well-established company in the heavy-duty truck industry?