Financial Services Advisor - CAG

Tribe513; Victoria; In loco; CAD 55.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus opportunities

Comprehensive benefits package

Career progression opportunities

Vendor promotions

Employee recognition

Training provided

Descrizione del lavoro

Campus Auto Group is seeking a Financial Services Advisor to assist customers from negotiation through financing and final delivery. You will guide financing, prepare agreements, and present protection products while coordinating with lenders and sales teams to close deals efficiently.

The role emphasizes accuracy, compliance, and delivering an exceptional customer experience in a fast-paced automotive environment.

Competenze

• Approximately 3–5 years of experience in financial services or automotive finance.
• High school diploma or equivalent required.
• Ability to obtain Vehicle Sales Authority (VSA) licence.

Mansioni

• Guide customers through financing and leasing options with clear terms and payments.
• Prepare and structure finance and lease agreements per lender and dealership policies.
• Present vehicle protection products and other offerings to customers.
• Coordinate with lenders, sales reps, and management to secure approvals.
• Review contracts for accuracy and ensure compliance before submission.
• Maintain organized customer files and dealership records.
• Ensure a smooth transition from purchase to vehicle delivery with the team.
• Develop relationships with lending partners and stay updated on programs and rates.
• Keep up to date with applicable regulations and dealership procedures.
• Contribute to dealership performance through responsible product presentation and strong customer service.

Conoscenze

Customer service

Financial knowledge

Communication skills

CRM software

Formazione

High school diploma or equivalent

Strumenti

CRM software

Descrizione del lavoro

Turn customer relationships into lasting success!

Campus Auto Group is looking for a customer-focused, commercially minded Financial Services Advisor to join our dealership team. This position is ideal for someone who enjoys working with people, understands the importance of financial accuracy, and can confidently guide customers through financing and vehicle protection options.

Whether you bring experience in automotive finance, banking, or financial services, we are interested in candidates who demonstrate professionalism, sound judgment, strong communication skills, and a commitment to delivering an exceptional customer experience.

You will play an important role in completing vehicle transactions, helping customers understand their available options, and ensuring every deal is structured accurately and in accordance with applicable requirements.

Position details

• Employment type: Full-time, permanent
• Hours: 40 hours per week
• Schedule: Evening and weekend availability required
• Compensation: Variable commission structure
• Reports to: General Manager

Who we are

The Jim Pattison Auto Group is part of the Jim Pattison Group, founded in 1961. Today, the automotive group operates 28 locations across Western Canada and represents 16 automotive brands.

Our success is built on strong customer relationships, operational excellence, and the dedication of our employees. We offer the opportunity to develop your career within an established automotive organization with access to training, resources, and opportunities for advancement.

Learn more about our organization: https://www.jpautogroup.com/dealership/about.htm

What you'll do

As a Financial Services Advisor, you will support customers from the negotiation stage through financing and final vehicle delivery. Your responsibilities will include:

• Guide customers through financing and leasing arrangements, explaining available options, terms, and payment structures in a clear and professional manner.
• Prepare and structure finance and lease agreements in accordance with lender requirements and dealership policies.
• Present relevant vehicle protection products, extended warranties, and other available financial and insurance-related offerings.
• Work with lenders, sales representatives, and dealership management to obtain financing approvals and complete transactions efficiently.
• Review contracts and supporting documents for accuracy, completeness, and compliance before submission.
• Maintain organized customer files, transaction records, and deal information in dealership systems.
• Coordinate with sales and delivery teams to ensure customers experience a smooth transition from purchase to vehicle delivery.
• Develop productive relationships with lending partners and stay informed about financing programs, lender requirements, and rate changes.
• Maintain current knowledge of applicable regulations, product offerings, and dealership procedures.
• Contribute to dealership performance through responsible product presentation, effective deal structuring, and a consistently high standard of customer service.

What you'll bring

We are looking for someone who combines financial awareness with a strong customer service mindset.

Qualifications and experience

• Approximately 3–5 years of experience in financial services, automotive finance, banking, or a related advisory role.
• High school diploma or equivalent.
• Ability to obtain the required Vehicle Sales Authority (VSA) licence.
• Previous automotive finance or dealership sales experience is an asset.
• Familiarity with financing concepts, lending processes, and vehicle protection products, or the ability to develop this knowledge through training.

Skills and attributes

• Strong communication skills and the ability to explain financial information in an accessible, straightforward manner.
• Excellent attention to detail when reviewing contracts, financial information, and customer documentation.
• Strong organization and the ability to manage multiple transactions in a fast-paced environment.
• A professional, ethical, and compliance-focused approach to financial discussions and product recommendations.
• Confidence building customer relationships and establishing trust throughout the purchase process.
• Comfort using digital platforms, customer relationship management (CRM) tools, and dealership software.
• A collaborative approach when working with customers, sales teams, management, and external lending partners.
• A dependable work ethic, adaptability, and willingness to learn.

What we offer

Joining Campus Auto Group means becoming part of an established organization that supports employee development and recognizes strong performance.

Our offerings include:

• Commission-based compensation with bonus opportunities.
• Access to premium automotive products and a high-volume dealership environment.
• Manufacturer-led and internal training to support your professional development.
• Opportunities for career progression within the Jim Pattison Auto Group.
• A comprehensive employee benefits package.
• Access to vendor promotions and employee purchase programs.
• Employee recognition initiatives.
• A supportive team environment focused on collaboration and customer satisfaction.

Pre-employment requirements

The successful candidate will be required to provide a satisfactory driver's abstract and complete criminal record and credit checks.

We appreciate the interest of all applicants; however, only candidates selected for further consideration will be contacted.

The Jim Pattison Auto Group is an equal opportunity employer committed to maintaining an inclusive and accessible workplace. We welcome applicants from diverse backgrounds and experiences. If you require accommodation during the recruitment process, please contact [e-mail].