FINANCIAL SERVICES ADVISOR

Bannister Automotive Group; Kelowna; Vor Ort; CAD 75.000 - 125.000; Vollzeit

Benefits dieser Stelle

Commission-based pay

Extended benefits

Career growth

Training and development

Zusammenfassung

Bannister Automotive Group in the Okanagan is seeking a Financial Services Advisor to guide customers through financing, leasing, warranties, and insurance options, and to prepare contracts and paperwork. You will work with lending institutions to secure approvals and support the sales team to maximize profits while maintaining high customer satisfaction.

The role requires experience in a automotive business office, knowledge of leasing/financing/insurance products, and a professional,

Qualifikationen

• Previous experience in an Automotive Business Office or related role.
• Knowledge of leasing, financing, and insurance products
• VSA Certification (or willingness to obtain)
• Experience with Route One and DealerTrack (an asset)
• Strong communication and interpersonal skills
• Ability to work efficiently in a fast-paced, team-oriented environment
• Valid driver’s license with a clean abstract
• A professional appearance, friendly manner, and positive attitude

Aufgaben

• Guide customers through financing, leasing, warranties, and insurance options
• Prepare and review accurate paperwork, including titles, liens, taxes, and contracts
• Submit applications and secure approvals with lending institutions
• Present and upgrade manufacturer warranty and protection products
• Maintain finance records and handle post-delivery inquiries
• Support the Sales team in maximizing profits while ensuring customer satisfaction
• Train Sales Consultants on Finance Office products and processes
• Stay current on federal and provincial regulations

Kenntnisse

Finance knowledge

Customer service

Communication skills

Interpersonal skills

Teamwork

Driver's license

Ausbildung

VSA Certification

Tools

Route One

DealerTrack

Jobbeschreibung

Salary Range: $75,000.00 To $125,000.00 Annually

Drive Your Career Forward with Bannister — We’re Hiring a Financial Services Advisor (F&I)

Do you thrive on helping customers make informed decisions and feel confident about their purchase? At Bannister Automotive Group, we’re not just selling vehicles — we’re building relationships that last. With over 40 years of trusted service across Western Canada and recognition from Deloitte as one of Canada’s Best Managed Companies, we’re proud to be a family-owned group where your growth matters and your contributions are seen.

We’re currently looking for a Financial Services Advisor to join our team in the Okanagan. If you're professional, knowledgeable, and passionate about delivering an outstanding customer experience, this could be the opportunity you’ve been waiting for.

The Drive Ahead

• Guide customers through financing, leasing, warranties, and insurance options
• Prepare and review accurate paperwork, including titles, liens, taxes, and contracts
• Submit applications and secure approvals with lending institutions
• Present and upgrade manufacturer warranty and protection products
• Maintain finance records and handle post-delivery inquiries
• Support the Sales team in maximizing profits while ensuring customer satisfaction
• Train Sales Consultants on Finance Office products and processes
• Stay current on federal and provincial regulations

Performance Essentials

• Previous experience in an Automotive Business Office or related role
• Knowledge of leasing, financing, and insurance products
• VSA Certification (or willingness to obtain)
• Experience with Route One and DealerTrack (an asset)
• Strong communication and interpersonal skills
• Ability to work efficiently in a fast-paced, team-oriented environment
• Valid driver’s license with a clean abstract
• A professional appearance, friendly manner, and positive attitude

Bannister Accessories

• Competitive wages with a performance-based commission structure
• Extended benefits package, including health, dental, and vision care
• Unlimited career growth across the Bannister Automotive Group — internal candidates are prioritized
• Ongoing training and professional development

Bannister Automotive Group is an equal opportunity employer and committed to providing a respectful, inclusive workplace. Accommodations are available upon request during the hiring process.