Financial Services - Business Office

Tribe513; Kitchener; Sur place; CAD 55 000 - 85 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits

Training provided

Career growth

Vendor promotions

Rewards program

Résumé du poste

Campus Auto Group in Canada is seeking an energetic Financial Services Advisor to guide customers through financing and delivery, delivering a premium experience aligned with the Campus brand. This role involves presenting financing options, coordinating with lenders, and ensuring compliant documentation in-store and via CRM.

Ideal candidates have 3–5 years in financial services or equivalent, a high school diploma, and the ability to obtain a VSA license.

Qualifications

• Minimum 3–5 years in a Financial Services role or equivalent experience.
• High school diploma or equivalent required.
• Ability to obtain a VSA license.
• Strong understanding of financial concepts and products.
• Excellent communication and interpersonal skills with a customer focus.
• High accuracy with financial documents and compliance.
• Strong organizational and multitasking abilities in a fast-paced environment.
• Professional, ethical approach to customer interactions.
• Ability to build rapport and explain complex information clearly.

Responsabilités

• Welcome and assist customers during financing and delivery, in-store and via follow-ups.
• Explain financing, leasing, and payment options clearly.
• Present and structure finance/lease contracts with lenders and dealership guidelines.
• Offer extended warranties, insurance, and protection products.
• Work with sales, management, and lenders to secure approvals and finalize deals.
• Ensure documentation is complete, compliant, and submitted on time.
• Maintain up-to-date records in CRM and dealership systems.
• Coordinate with delivery teams for a smooth vehicle handover.
• Stay current on lending programs and rate changes.

Connaissances

Customer service

CRM systems

Interpersonal skills

Financial concepts

Communication

Formation

High school diploma

VSA license (in progress)

Outils

CRM software

Dealership software

Description du poste

Introduction

The Campus Auto Group is seeking an energetic, driven, tech savvy, and personable individual to join our sales team as a Financial Services Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for you!

Whether you are experienced in automotive sales or looking to start a new career, this is an exciting opportunity to join a premium brand and build a successful future in the automotive industry. We are open to training motivated individuals who bring strong work ethic, energy, and a passion for customer service.

Schedule: Full-time, permanent position, 40 hours per week. Evening and weekend availability required.

Pay Range:Variable commission structure.

This role reports to the General Manager of the dealership.

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

A day in the Life

As a Financial Services Advisor, you will be responsible for guiding customers through the final stages of the vehicle purchase process, ensuring a seamless, transparent, and premium experience aligned with the Campus brand.

• Welcome and assist customers in a professional and supportive manner during the finance and delivery process, both in-store and through follow-ups as needed
• Review vehicle purchase agreements and clearly explain financing, leasing, and payment options
• Present and structure finance and lease contracts in accordance with lender and dealership guidelines
• Offer and explain additional protection products such as extended warranties, insurance products, and vehicle protection packages
• Work closely with the sales team, management, and lending institutions to secure approvals and finalize deals efficiently
• Ensure all documentation is completed accurately, compliant, and submitted in a timely manner
• Maintain up-to-date records and deal documentation within dealership systems and CRM tools
• Coordinate with sales and delivery teams to ensure a smooth and organized vehicle delivery experience
• Build strong relationships with financial institutions and stay current on lending programs and rate changes
• Maintain a high level of product knowledge related to financing, insurance products, and regulatory requirements
• Contribute to a professional, team-oriented environment focused on customer satisfaction and compliance

Success in this role comes from attention to detail, strong communication, compliance awareness, and the ability to build trust while guiding customers through financial decisions.

What We're Looking For

• Minimum 3 to 5 years in a Financial Services role (or) equivalent Financial Advisor/Banking experience.
• High school diploma or equivalent required
• Ability to obtain a VSA license
• Strong understanding of financial concepts or willingness to learn finance and insurance products
• Excellent communication and interpersonal skills with a customer-focused mindset
• High level of accuracy and attention to detail, especially with legal and financial documentation
• Strong organizational and multitasking abilities in a fast-paced environment
• Professional, ethical, and compliance-focused approach to customer interactions
• Ability to build rapport and trust while explaining complex information clearly
• Comfortable working with digital systems, CRM tools, and dealership software
• Availability to work flexible hours, including evenings and weekends, based on dealership needs
• Previous experience in automotive finance or sales is preferred
• Strong work ethic, positive attitude, and willingness to learn and grow within a dealership environment

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!

This role requires successful candidates to submit a satisfactory Driver’s Abstract, Criminal Record, and Credit Check.

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 [e-mail].