175 Finance Specialist jobs in Canada

Job Description

The Opportunity

Lounsbury Chevrolet in Miramichi is looking for a Financial & Insurance Specialist .

The successful candidate will be a self-starter, sales-driven, goal orientated, organized, and has an understanding of the automotive industry. A proven track record in sales and customer service is a must and experience in the financial field will certainly be an asset.

Lounsbury Chevrolet in Miramichi is a part of the Lounsbury Group of Companies. We invest in our employees through training programs and offer:

• Competitive Wages
• Group Benefits Plan, including health, dental, vision, life insurance, short-term disability, and long-term disability, that start on the first day of work (no waiting period)
• Paid Vacation and Sick days (vacation is negotiable based on experience)
• Company Pension Plan (after 6 months)
• Employee discounts on cars, services, and Lounsbury Furniture
• Career growth and continuous development

• Review credit applications and work with customers to provide an affordable vehicle that meets their needs.
• Establish and maintain strong relationships with our lenders.
• Establish a positive relationship with customers as they are presented with products and services.
• Present warranties, insurances, and other beneficial products offered by the dealership.
• Enhance customer satisfaction during the entire purchase experience.
• Maintain accurate records, including sales reports, expense reimbursement forms, billing invoices, and other documentation.

• High school diploma or equivalent, is required.
• Additional education in finance-specific courses, is an asset.
• Experience in the automotive industry & the financial industry.
• A proven ability to build a working relationship with financial institutions.
• Must be well-spoken and have the ability to communicate clearly and confidently in all business settings.
• Ability to read, understand and calculate banking figures such as discounts, interest rates, percentages, commission, etc.
• The prioritization skills necessary to use time effectively and set action plans to achieve business targets.
• Bilingual in English and French is a requirement
• Must have a valid driver's licenses and a clean driver's abstract

Job Description

Exciting Opportunity: Workday Finance Functional Specialist

Full-time permanent role, hybrid, Toronto

Are you ready to advance your Workday Finance career? Our client is growing its team and seeking a talented and motivated Workday Finance professional with over three years of experience to join a dynamic team. This is an excellent chance to broaden your expertise, work alongside Senior-Level Workday specialists, and explore growth opportunities.

Key Responsibilities

• Responsible for managing and supporting the core global and local Workday ERP system, primarily Finance. Collaborate with business functional owners, business superusers and business support vendors to align application solutions with organizational objectives.
• In collaboration with the Manager, Enterprise Applications, responsible for planning, designing, developing, and deploying application and reporting solutions, as well as vendor releases, patches, and enhancements to the ERP solution.
• Lead the process of gathering business requirements and prepare business requirements documents.
• Provide technical leadership in IT/OT application projects and implementation, working collaboratively with the implementation team and vendors.
• Maintain IT standards throughout the SDLC. Assist with ongoing systems and process improvement initiatives to ensure efficient data flow is captured and reporting capability/requirements are met.
• Collaborate with and support the Manager of Enterprise Applications in ensuring that vendors and service providers deliver quality solutions according to SLAs.
  

Qualifications And Experience

• Bachelor’s Degree in Computer Science or equivalent Business or related field.
• Minimum 3+ years experience supporting business application systems, application development, technical design, system integrations, system configuration and deployment along with end-user requirements and support.
• 3+ years experience in Workday configuration for Finance modules. Workday Finance certifications are a must.
• Proficiency in the HR module would be an asset. Expert in system integrations and support.
• 3+ years of experience eliciting business requirements and preparing business requirements documents.
• Strong understanding of Accounting principles and Finance processes.
• Proficiency and experience with implementing all or most Workday Finance modules.
• Proficiency with Microsoft enterprise products, development tools, and methodologies.
• Waterfall/Agile/Scrum methodologies, etc., experience with traditional SDLC methodologies
• Knowledge of ITIL framework.
• Understanding of SaaS solution implementation approaches, as well as cloud development tools
• Excellent verbal and written communication skills with all levels of users and with management.
• Strong influencing, negotiation, and conflict resolution skills.
• Self-motivated, team player, with excellent communication and interpersonal skills.
• Strong planning and quality decision-making skills.
• Strong presentation skills.

Salary: $110,000–$125,000, based on experience
Note: The successful candidate must be eligible to work in Canada and undergo a background check.

OFFER.JSON_DESC

Expected salary range
up to $135,000

Workplace : Sainte-Agathe-des-Monts, QC

Tasks

• Business development
• Customer follow-up
• Deal with the financing and leasing of vehicles according to the standards of financial institutions
• Delivery of documentation and signatures
• Effectively complete sales and rental forms
• Ensure that financing and insurance fees are collected
• Obtain and verify credit applications.
• Payment manipulation during transactions
• Revise the sales contracts
• Take down payments and issue receipts.
• Telephone / email solicitation

REQUIREMENTS

Experience

• offer.experience_required

offer.json_desc_2

Job Description

JOB DESCRIPTION

An established and growing financial planning practice is seeking a Financial Services Associate to join our team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The incumbent will work closely with an Advisor in the management of the Advisor’s book of business by providing effective client service and executing business development and other sales related activities.

To be successful, the candidate will need to collaborate with Advisors, clients, and various other stakeholders. This position requires strong written and verbal communication skills, attention to detail, the ability to prioritize effectively and a passion for delivering outstanding client service.

RESPONSIBILITIES

• Assist financial advisors with the servicing of new and existing client accounts
• Engage with clients on a regular basis by phone and email to provide excellent client service on behalf of the branch
• Execute and ensure proper settlement of client trades in accordance with Investment Advisor’s instructions
• Assist the advisors in preparing accurate documentation including new account applications, client review material, presentations, correspondence, and various summary reports
• Assist in the preparation of client portfolio and insurance reviews
• Liaise and assist with various stakeholders, including 3rd party lawyers and accountants
• Manage and maintain digital branch and client management records
• Execute various marketing and business development initiatives, such as Market update newsletters
• Maintain up to date knowledge of securities, mutual funds, and insurance industry
• Prepare simple to complex tax returns for individuals (training can be provided)

QUALIFICATIONS

• Post-secondary education in Business or Finance is preferred
• 5+ years of relevant financial/business/customer service experience
• Working knowledge of investment products and plans is required
• Proficiency in Microsoft Office, including Excel, PowerPoint, Word, Outlook
• Working knowledge of Box, Salesforce, DocuSign, Tax Software is considered an asset.
• CSC course certified
• Additional financial courses, credits/or licensing within the financial services industry is an asset

KNOWLEDGE, SKILLS AND ABILITIES 

• Prioritization - Ability to take direction and work concurrently with various stakeholders.
• Prioritization - Ability to determine priorities and communicate anticipated completion times.
• Communication - Strong and professional verbal and written communication skills
• Client service focus – Maintains a professional and client service-driven approach, going above and beyond for our clients
• Proactive – Actively takes on responsibilities
• Team oriented – Helpful, encouraging, and supportive. Focusing on collaboration and team success
• Precision - Ability to maintain a high level of accuracy and strong attention to detail

Job Description

About Clutch:

We're on a mission to reinvent the way people buy, sell, and own cars. Are you game?

Clutch is Canada's largest online used car retailer, delivering a seamless, hassle-free car buying and selling experience to drivers everywhere. Customers can browse hundreds of cars from the comfort of their homes, get the right one delivered to their door, and enjoy peace of mind with our 10-Day Money-Back Guarantee… and that's just the beginning.

Named two years in a row to the Globe & Mail's list of the Top Growing Companies in Canada and also awarded spots on Deloitte's Technology Fast 50™ and Fast 500™ lists, we're looking to add curious, hard-working, and driven individuals to our growing team.
Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, and Prince Edward Island. Clutch is backed by a number of world-class investors, including D1 Capital, Canaan, Real Ventures, BrandProject, and Upper90. To learn more, visit clutch.ca.

About the role:

Clutch is in search of a Financial Services Manager to champion the online used car buying process.
This is a fantastic opportunity to join a rapidly growing team and create a huge impact, as we expand in new cities across Canada!
Take part in disrupting the age-old mundane process of buying a car & redefine what it means to sell used vehicles.

What you'll do:

• Kick off the purchasing process once customers have placed a deposit on our website and be their guide through the transaction - set expectations for the next steps and ensure customer satisfaction
• Update all relevant information and details in our CRM, verify and generate documents
• Submit credit applications through systems like RouteOne, Dealertrack to structure deals for our customers that are looking to finance
• Communicate lender decisions to customers in an accurate and timely manner
• Build the business by upselling ancillary products that Clutch offers including but not limited to: extended warranties, GAP, undercoating etc
• Effectively handle customer objections

All about you:

• Minimum 2-3 year sales experience
• Experience in lending or banking is preferred
• You should be comfortable in a fast-paced environment and able to juggle a large number of customers at a time
• Stoked about disrupting and redefining an age-old industry and a drive to win
• Self-starter attitude
• Attention to detail and high level of organization
• Exceptional communication and negotiation skills
• Must be comfortable to work 100% on-site at our Mississauga facility
• Must be willing to work on weekends and evening shift

Why you'll love it at Clutch:

• Autonomy & ownership -- create your own path, and own your work
• Competitive compensation -- This role offers a base compensation + sales incentive plan!
• Health & dental benefits

Clutch is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed. If you require accommodation at any stage of the interview process, please email .

Job Description

Barrie Ford is currently seeking a Financial Services Manager to join our leadership team of customer focused professionals within our high volume and process-driven dealership.

Purpose/Summary of Position:

This role is responsible for providing a consistently exceptional customer experience, following established processes and procedures for their role and achieving targeted goals and objectives. This role is responsible for ongoing collaboration with fellow team members; driving sales and improving efficiencies whenever possible.

The Financial Services Manager acts as liaison between financial institutions and our customers and ensures that all required documentation needed for ownership and warranty is completed correctly. They also generate profit by selling warranties, insurances and various products.

Required Qualifications:

Our ideal candidates understand that customers have a choice in where they purchase and service their vehicles, and therefore demonstrate a commitment delivering unparalleled service to show our customers real value for their hard-earned money.

Our leaders are excellent communicators who love working directly with both customers & co-workers and who are businesspeople and people-people. Our leaders understand that the best team will provide the best customer service and as such, make attracting and retaining talent a top priority because it is critical to our success. Fostering a team of happy, empowered and engaged individuals is a key priority of this leadership role.

Candidates must possess:

• Unrestricted OMVIC license & dealership approval
• Valid driver’s license
• Minimum High School Diploma
• Post-Secondary Education Preferred
• Minimum 2 years of experience in sales departments or related work environments – previous FSM experience preferred

Why We’re Awesome:

• Commitment to an exceptional employee experience
• Full benefit programs & competitive compensation plans
• Employee and Family Assistance Program
• Collaborative work environment & group support

Qualified applicants are invited to apply with resume and cover letter.

Barrie Ford is an equal opportunity employer which values diversity in the workplace. If you require accommodation in order to participate in the hiring process, please contact us at or to make your needs known in advance.

Job Description

Are you ready to take the first step towards an exciting finance career in a company committed to your success? Marino’s Automotive Group is looking for a Financial Services Manager at Marino's Fine Cars SUBARU in Etobicoke!

The Financial Services Manager will be responsible for helping customers secure financing options, such as auto loans or leases, and explaining the terms and conditions of the financial agreements. Additionally, you may offer extended warranty plans, insurance products, and other financial services to enhance the overall buying experience. If you have strong interpersonal skills, in-depth knowledge of financing options, and the ability to ensure a seamless and satisfactory transaction for customers then this is the role for you!

Job Duties:

• Responsible for selling financing, mechanical repair service contracts, GAP insurance, credit insurance and other Aftermarket products to clients.
• Utilization of dealership management systems and procedures to deliver exceptional customer service. 
• Maintain a current knowledge of manufacturer products, rebates, financing, leasing and incentive programs.
• Read, understand and adhere to all rules, regulations and procedures as required by the employer.
• Work in strict compliance with the laws of Ontario and Canada.
• Ensure all work performed is thorough, accurate and completed on time. 
• Preparation of all documentation, contracts, registration, submission, funding, commissioning, etc. related to all transactions and sales/leases of vehicles.
• Maintain all reports and records as required by the manufacturer, dealership and suppliers. 
• Attend sponsored training as scheduled. 
• Ensure quotes for products and services are competitive. 
• Establish and maintain strong and professional relationships with all financial institutions, manufacturer finance centres and third-party vendors.
• Keep customers and staff updated on the progress of a vehicle delivery.
• Consistently meet and exceed customer expectations.
• Handle and resolve customer complaints in a courteous and professional manner, insuring a positive outcome and maintaining a high level of customer satisfaction.

Successful Candidates Possess:

• Valid OMVIC certification an asset.
• Possess a valid driver’s license and a clean driving record.
• Professional demeanour and appearance.      
• Ability to work in a team and possesses strong interpersonal skills with an upbeat and engaging attitude.
• Excellent listening skills.
• Self-motiving with excellent work ethic
• Ability to problem solve and high attention to detail.
• Loves a fast pace environment.
• Computer skills and understanding of technology.
• Experience with Dealership Management Systems considered an asset.

Why Work for Marino’s Automotive Group:

• A competitive benefits and compensation plan.
• A leadership team that believes personal growth, mentorship, ongoing training and support.
• As a family owned and operated organization servicing the GTA for 50 years, we have a family-like culture, where camaraderie and a sense of belonging make our workplace feel like a second home.
• A culture of inclusivity where every individual's unique perspective is valued and respected.
• We embrace a customer-centric culture, where every decision and action is guided by our commitment to providing exceptional service.

Marino’s Auto Group is committed to providing equal employment opportunities to all individuals, regardless of their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. We value diversity and believe that a diverse workforce enhances our ability to innovate, serve our customers, and create a more inclusive and dynamic workplace.

We strive to create a work environment that promotes fairness, equity, and respect for all employees and applicants. Our commitment to equal opportunity employment is reflected in every aspect of our employment practices, including recruitment, hiring, training, promotion, compensation, benefits, and disciplinary actions.