Financial Services Manager

G3 Automotive Group; Calgary; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Established dealership environment

Collaborative team culture

Training opportunities

Lunch on Saturdays

Employee discounts on parts andService

Job summary

Charlesglen Toyota in Calgary seeks an experienced Financial Services Manager to guide customers through financing options and protect products while partnering with our sales team and lending partners.

The role emphasizes ensuring accurate documentation, lender coordination and a superior customer experience. A strong sales mindset, automotive finance knowledge and excellent communication skills are essential.

Qualifications

• Experience in automotive financial services (F&I) or comparable finance-related sales.
• Automotive dealership experience strongly preferred.
• Strong knowledge of vehicle financing, leasing and protection products.
• Proven sales ability and comfort working toward targets.
• Excellent communication, presentation and relationship-building skills.
• Ability to explain financial products and terms clearly and professionally.
• Strong organizational skills with multi-transaction management.

Responsibilities

• Present financing, leasing, warranty and vehicle protection options based on customer needs.
• Build strong relationships with customers, financial institutions, and providers.
• Coordinate with Sales for a smooth financing and delivery process.
• Prepare and review financing applications, contracts, registrations and related docs.
• Coordinate lender approvals, funding and other financial aspects of vehicle transactions.
• Maintain knowledge of Toyota financing programs and incentives.
• Clearly explain financing terms and contractual obligations.
• Identify opportunities to upsell relevant products and services.
• Maintain records and reports per policy and compliance requirements.
• Communicate transaction progress and delivery timelines with customers and team.
• Resolve customer concerns professionally and promptly.
• Participate in ongoing training and professional development.

Skills

Automotive financial services

Sales targets

Customer relationships

Lender processes

Financial products

Tools

Dealership management systems

Financial applications

Job description

Charlesglen Toyota – Alberta's Celebration Destination is a family-owned and operated dealership and one of Calgary's largest Toyota dealerships. We're looking for an experienced, motivated and customer-focused Financial Services Manager to join our team!

As a Financial Services Manager, you'll play an important role in helping customers navigate the financial aspects of their vehicle purchase. Working closely with our Sales Team and lending partners, you'll provide financing and protection options that meet each customer's needs while contributing to the dealership's overall success.

We're looking for someone who combines strong sales ability with financial knowledge, attention to detail and a genuine commitment to providing an exceptional customer experience.

WHAT WE OFFER!

• Competitive, performance-based compensation
• The opportunity to work with an established Toyota dealership and a strong customer base
• A collaborative and supportive team environment
• Ongoing manufacturer and professional training opportunities
• Complimentary lunch on Saturdays
• Employee discounts on parts, service and vehicles (conditions apply)

SCHEDULE

Our dealership operates Monday to Saturday, between 8:30 AM and 9:00 PM. This position follows a rotating schedule within those operating hours.

Reporting to the Senior Finance Manager and General Sales Manager, you'll work closely with our Sales Team to provide customers with a smooth, professional and transparent vehicle purchasing experience.

Your responsibilities will include:

• Present financing, leasing, warranty and vehicle protection options based on each customer's needs and preferences.
• Build strong relationships with customers, financial institutions, manufacturer finance centres and third-party providers.
• Work closely with the Sales Team to ensure a smooth transition from vehicle selection through financing and delivery.
• Prepare and review financing applications, contracts, registrations and all related documentation, ensuring accuracy and completeness.
• Coordinate lender approvals, funding and other financial aspects of vehicle transactions.
• Maintain current knowledge of Toyota financing and leasing programs, manufacturer incentives and available aftermarket products.
• Clearly explain financing terms, product benefits and contractual obligations so customers can make informed decisions.
• Identify opportunities to offer relevant products and services while supporting dealership sales and profitability objectives.
• Maintain accurate records and reports in accordance with dealership, lender and manufacturer requirements.
• Ensure transactions comply with applicable provincial and federal legislation, regulatory requirements and dealership policies.
• Communicate proactively with customers and team members regarding transaction progress and vehicle delivery timelines.
• Resolve customer concerns professionally and work toward positive, timely solutions.
• Participate in ongoing training and professional development to stay current with industry products, programs and best practices.

WHAT YOU BRING TO US!

We're looking for a confident, detail-oriented professional who enjoys working with people, takes ownership of their results and understands the importance of building customer trust.

• Previous experience in automotive financial services (F&I) or a comparable finance-related sales role.
• Automotive dealership experience is strongly preferred.
• Strong knowledge of vehicle financing, leasing, lender processes and protection products.
• Proven sales ability and comfort working toward performance targets.
• Excellent communication, presentation and relationship-building skills.
• The ability to explain financial products and terms clearly and professionally.
• Strong organizational skills, attention to detail and the ability to manage multiple transactions simultaneously.
• Sound judgment, integrity and a commitment to ethical sales practices.
• Confidence using dealership management systems, financial applications and other business technology.
• A proactive, dependable and collaborative approach to working with customers and colleagues.
• Valid Alberta Class 5 driver's licence with an acceptable driving record.

G3 Auto Group is committed to providing equal employment opportunities to all individuals, regardless of race, colour, religion, sex, gender identity, sexual orientation, national origin, disability, age or any other characteristic protected by applicable law.

We strive to create a workplace that promotes fairness, equity and respect throughout our employment practices.