276 Financial Advisors jobs in Canada

Job Description

Forbes GM 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.

Forbes GM 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

Why DUCA?

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™ .

DUCA ( is distinguished for the following:

• Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
• Competitive rates.
• Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
• Profit sharing among Members.
• Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
• A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab ( a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with DUCA means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

Financial Services Officer

We are looking for a new Financial Services Officer to join our dynamic Mount Pleasant branch!

Branch Hours

Mon to Wed: 9:30 am to 5:00 pm
Thur: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm

Job Purpose & Summary

The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with their money and their lives. The Financial Services Officer establishes relationships with Members, understands their goals, and provides them with holistic financial advice on a range of DUCA products and services that will enable them to achieve these goals. The FSO also helps develop new business with existing and potential Members through participation in branch campaigns and events, and establishing relationships within the community.

The FSO is a senior member of our small branch advisory teams and is responsible for providing leadership and coaching to other team members in the absence of the Branch Manager.

Key Accountabilities & Duties

• Establish strong relationships with Members and ask open-ended questions to discover Members’ life events, financial situation, risk profile, and short- and long-term goals.
• Proactively provide needs-based advice by developing and presenting customized financial solutions that will help Members achieve their goals
• Utilize sound interviewing, judgement and analysis skills to identify and provide recommendations on credit solutions within guidelines, on products including mortgages, loans, lines of credit and credit cards
• Provide sound investment advice and identify appropriate solutions including registered and non-registered term deposits, TFSA’s, mutual funds, and other wealth solutions. Maintain up-to-date knowledge of economic and market conditions.
• Open new Member accounts and provide other banking solutions to meet Member needs
• Generate referrals for more complex needs to our Commercial or Wealth Management teams
• Provide exceptional Member service by developing and deepening relationships, maintaining regular communication, and providing timely responses and value-added information and advice to Members
• Work towards achieving or exceeding individual and branch objectives, while always acting in the best interest of our Members
• Identify opportunities to develop business within the community and attract new Members to DUCA by establishing “centres of influence” outside the branch, and participating in community and branch events as a representative of DUCA
• Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures

Occupational Experience & Education Requirements

• Post-secondary education
• A minimum of 3 years’ experience in a financial services sales environment and a minimum of 1 year in an advisory role with a proven track record in sales
• Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license
• Experience working with or knowledge of a range of credit and investment products

Knowledge, Skills & Attributes

• Passionate about providing excellent Member service and helping others to achieve their goals
• Exceptional written and verbal communication skills
• Strong relationship management skills
• Strong business acumen and financial industry knowledge
• Proven sales skills
• Strong attention to detail and time management skills
• Experience using Microsoft Office suite of products
• Experience using Customer Relationship Management (CRM), Loan Originating System (LOS), or other related software, considered an asset
• Excellent analytical and problem-solving skills
• Dedication to continual learning and development

Department: Retail Banking

Primary Location: 245 Eglinton AvenueToronto, Ontario , M4P 3B7

Employment Status: Full-Time

Hours per Week: 38

Salary: The annual salary range for this position starts at $57,857. Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training. Depending on the position, DUCA’s total compensation package may include incentive compensation tied to company and individual performance or other benefits.

Number of Vacancies: 1

DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Qualified applicants are encouraged to submit their application. Applications must include a resume.

We thank all applicants but only those considered for an interview will be contacted.

Job Description

Salary:

Northern Roads Auto Group is more than just a business, a collection of dealerships or rooftops, its a place where our family has the privilege to serve yours.

Location: 2959 Highway 35, Lindsay, ON (Lindsay Kia)

Availability:Open Availability - Monday to Saturday

Compensation: TBD

When you join Northern Roads, youll enjoy:

• 
  Trusted relationships Were a work family and youll become a part of the team.
• 
  Many employee engagement activities We want you to want to come into work every day.
• 
  Employee Health and Wellness Initiatives We truly care about your well-being.
• 
  Career path planning and training We want you to succeed and grow alongside us.
• 
  There are plenty of other perks and incentives, youll have to join us to find out more!
  
  

We are looking to add a strong Financial Services Manager to our team with at least 2 years of experience.

Youll love your position as a Financial Services Manager:

• Offer vehicle financing and insurance to customers
• Provide customers with athorough explanation of aftermarket products and extended warranties
• Provide customers with a complete explanation of manufacturer and dealership service procedures and policies
• Process cash, financing and leasing deals accurately
• Secure approvalsthrough financial sources as approved by management
• Track and report financial services performance metrics
• Exceed customer's expectations with regards to customer service and follow up
• Train and support sales employees with the accuracy of their PBS and other paperwork requirements
• Foster a professional work environment and attend regular meetings
• Promote effective communication amongst dealership personnel
• Ensure compliance with Kia policies and procedures, OMVIC, MVDA, CPA and Bank requirements
• Effectively resolve outstanding customer complaints
  
• Other duties as assigned

Wed love to hear from you, if:

• Valid G Driver's License and a clean driver's abstract
• OMVIC certification
• Strong knowledge of automotive sales and financing aspects
• Self-motivated, energetic and able to thrive in a fast-paced work environment
• Strong communication skills
  
• Technically savvy
  

At Northern Roads Auto Group, weve been operating successful family businesses over the last 40+ years in the heart of the Niagara region. Most recently, were excited to be buildingone of Canadas largest state of the art Kia dealership with a focus on electrification with Canadas first EV Canopy with 12 charging stations in the heart of the new Niagara Auto Mall. We are proud to be one of the first Kia Dealers in Canada, a multi-Kia Presidents Award-winning store and recently adding our second Kia franchise Lindsay Kia in October 2023.

At Northern Roads Auto Group Inc., accommodations are available during all stages of the recruitment process in accordance with the Human Rights Code. We are committed to complying with the Accessibility for Ontarians with Disabilities Act (AODA) to provide an inclusive, barrier free workplace and support accommodating the accessibility needs of individuals with disabilities so that individuals can participate in all aspects of our recruitment process. Should you require this accommodation, please

We would like to thank all candidates in advance for their interest only. Please note, due to the volume of applicants we receive, only those candidates selected for an interview will be contacted.

Job Description

Financial Services Manager - Elevate Your Career at Lexus Downtown

Are you passionate about automotive financing and insurance, with a drive to deliver exceptional guest experiences? Lexus Downtown , part of the revolutionary Downtown AutoGroup, is seeking a dedicated Experienced Financial Services Manager (FSM) to join our dynamic team at our state-of-the-art Autoplex facility in Downtown Toronto!

Our Company

Downtown AutoGroup is not just a collection of dealerships; we are a community focused on delivering exceptional guest experiences. Our mission is to create lifetime guests, guided by our values of excellence, trust, respect for our guests' time, and a strong sense of community.

Your Role

As the Financial Services Manager, you play a crucial role in providing our guests with financing solutions and insurance products that meet their needs. You will work closely with our sales team to ensure a seamless transition from sales to finalizing financial agreements, focusing on delivering an outstanding guest experience. Your expertise in automotive financing and insurance products will be essential in ensuring our guests receive the best financing solutions and products for their individual needs.

Key Qualifications

• Proven experience as a Financial Services Manager in a franchise dealership
• Understand the importance of providing an exceptional customer experience to both internal and external customers
• Exceptional interpersonal and communication skills
• Strong understanding of automotive financing, insurance products and related regulations
• Detail-oriented with a focus on compliance and achieving high levels of guest satisfaction
• Valid Ontario G Driver’s License with no demerit points

Why Join Us

At DAG, we offer a competitive compensation package $90-$170K per year, extended health benefits, and opportunities for career growth. You'll be part of a team that values your expertise and provides a supportive environment for professional development.

Apply Now!

If you're ready to take your career to the next level, please apply.

DAG is an equal opportunity employer committed to an inclusive and accessible workplace. Accommodations are available on request during the selection process.

All candidates must be eligible to work in Canada. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Job Description

Drive Autogroup

We have a vision of providing unforgettable guest experiences and our guest experience is driven by a dedicated team of employees whose job satisfaction is of equal importance to us.

We believe that every employee plays a pivotal role in our success, and we are dedicated to making each opportunity with us just as rewarding. At Drive Autogroup you will experience the innovative, creative, and collaborative approach behind all our brands.

Drive Autogroup is seeking to hire a Full-Time Financial Services Manager. The Financial Services Manager is a key member of the sales team in providing high quality service to every valued customer. The Financial Services Manager is extremely skilled in providing our guests financing solutions and insurance products that fit their needs and lifestyles. You will be responsible for providing solutions in financing, mechanical repair service contracts, GAP insurance, credit insurance and other aftermarket products to clients.

Responsibilities

• Establish and maintain strong relations with our customers as well as lenders.
• Maintain accurate monthly, quarterly, and year-end reports.
• Identify the customer’s need for financing/leasing and explore different payment options.
• Present finance options, warranties, insurance, parts and accessories and protection packages offered by the dealership.
• Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity.
• Accurately prepare all loan documentation, warranty information etc. and dealer paperwork related to the transaction.
• Stay up to date on product changes and new products.
• Understand and comply with National, Provincial, and local regulations that affect the Financial Services and the administration of the various products and services
• Deliver memorable guest experience during your interactions with our guests.
• Establish professional relationships with customers to encourage repeat and referral business.
• Handle customer complaints tactfully, promptly, and with concern for the customer.

Qualifications

• Experience in the automotive industry and holds a valid driver’s and OMVIC license.
• Strong facilitation skills and the ability to work with customers to understand their needs.
• Model of confidence in their approach with customers and ability to negotiate win-win.
• Demonstrate Honest, Reliable, and Ethical business practices.
• Results-oriented with perseverance to bring projects to completion.
• Has an eye for details to go the extra mile to exceed customer expectations.
• Takes self-initiative to execute tasks but is also motivated in a team environment to achieve common goals.

What We Offer

• Competitive compensation plans
• Collaborative team dynamic and Family-like atmosphere
• Supportive work environment
• Health and wellness initiatives
• Community involvement activities
• Exciting company events
• Employee purchase plans and company discounts

Your professional journey is more than a series of job titles and responsibilities and we encourage your application even if you don’t meet all the qualifications. If you’re looking to further your career with a growing organization where you can use your knowledge, skills, and talents, then we are looking forward to hearing from you.

Drive Autogroup is an equal opportunity employer committed to fostering an inclusive, equitable, and accessible workplace where every team member feels valued, respected, and supported. Should you require accommodation or support throughout the recruitment process, we will work with you to meet your needs.

Job Description

Salary: COMMISSION/BONUS

About Us

Dueck Auto Group is one of Canadas largest automotive dealerships with three locations in the Greater Vancouver Area Dueck on Marine, Dueck Downtown, Dueck Richmond and Dueck Isuzu.

Since its founding in Vancouver in 1926, Dueck Auto Group has been committed to delivering exceptional quality and customer service. As a family-owned and operated company, we have a long-standing commitment to supporting the community.Our organization currently employs over 400 hard-working and dedicated individuals. We encourage career growth through continuous training and professional development. Dueck Auto Group is constantly growing and looking for individuals who can contribute to our business operations today and into the future. We provide highly competitive compensation plans and offer extended health and dental benefits to our employees. We welcome you to join our dynamic and innovative team.

Position Summary

TheFinancial Services Manageris a professional, customer-oriented, and self-motivated individual responsible for finalizing vehicle sales contracts while simultaneously setting up extended service contracts and insurance arrangements. The primary responsibility includes meeting with customers to determine and meet their needs for additional services, including warranty, insurance, and financing. Reporting directly to the Vice President of Sales, the Financial Services Manager works closely with all areas of the business to ensure effective interdepartmental communication, timely completion of paperwork and customer service excellence.

Key Responsibilities

• Present extended service contracts and other owner protection packages to customers during the completion of the vehicle sale
• Build relationships with customers in order to discover customer needs and requirements
• Increase revenue by selling value-added products and services to customers, including warranty, insurance and other financial services plans
• Complete the required documentation and administrative duties between the sales floor and the financing department
• Ensure all legal documentation is sent and received between the dealership and financial institutions
• Arrange customer financing by communicating with lenders and financial institutions
• Review customers credit applications for accuracy and match customers to financial sources if necessary
• Maintain frequent communication and coordination among all necessary departments

Additional duties and responsibilities may be assigned or modified as necessary throughout the course of your employment.

Social Skills & Requirements

• Excellent communication, interpersonal, and organizational skills
• Ability to prioritize and maintain professionalism during high-volume periods
• Detail-oriented and conscientious work ethic
• Self-driven to work independently with the ability to work effectively and collaboratively in a team environment
• Problem-solving skills with the ability to handle customer inquiries and concerns

Technical Skills & Requirements

• Minimum 3-5 years of experience as a sales professional or business office manager is required
• Previous automotive dealership experience is preferred
• Strong understanding of consumer credit reports for customer loan approval
• Dealertrack and PBS knowledge are considered an asset
• Second spoken language is an asset
• Strong proficiency and experience using Microsoft Office applications (Word, Excel, Outlook, PowerPoint)
• Commitment to continuous learning to update industry knowledge, including financial services offerings and sales procedures

Logistical Requirements

This is a full-time, commission-based position atDueck on Marine (400 SE Marine Drive, Vancouver, BC)that includes shift work and weekends/holidays. This position may require working extended hours based on the needs of the business.

Join our Team

There is no time like the presentwe encourage all qualified candidates to apply by submitting a resume. We thank you in advance for your application. Only those considered for the position will be contacted for an interview.

Benefits:

• Company events
• Dental care
• Extended health care
• Life insurance

Flexible Language Requirement:

• English required, secondary languages are a plus

Supplemental pay types:

• Bonus pay
• Commission pay

Experience:

• Automotive Finance Manager: 3 years (required)
• Automotive Sales: 2 years (preferred)

License/Certification:

• VSA (required)
• Valid BC Driver's License required with a clean history

Work Location:In person
#IND2

Job Description

Oak-land Ford is a proud member of the AutoIQ Dealership Group. We are ambitious, innovative and forward-thinking and we strongly believe that our people are our greatest asset. As lifelong students of our craft, we pursue improvement at every turn. We do not settle for “Best” because our quest to improve and grow doesn’t have a finish line.

We are 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 AutoIQ?

• Progressive and innovative Auto Group
• Career development– we provide opportunities for advancement all the way up to ownership in the business
• Training & Development – We believe in and are committed to training our people for success
• A chance to be a part of a fun, collaborative culture based on shared core values and operating principles across our stores
• Commitment to an exceptional employee experience
• Collaborative work environment & group support
• Full benefit programs & competitive compensation plans
• Employee and Family Assistance Program

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

AutoIQ is an equal opportunity employer which values diversity in the workplace. We are committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (‘AODA’). Applicants are asked to make their needs/requirements, for the purpose of accommodation under AODA, known to Human Resources when they are contacted for an interview or by emailing

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

Ed Learn Ford is a proud member of the AutoIQ Dealership Group. We are ambitious, innovative and forward-thinking and we strongly believe that our people are our greatest asset. As lifelong students of our craft, we pursue improvement at every turn. We do not settle for “Best” because our quest to improve and grow doesn’t have a finish line.

We are 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 AutoIQ?

• Progressive and innovative Auto Group
• Career development– we provide opportunities for advancement all the way up to ownership in the business
• Training & Development – We believe in and are committed to training our people for success
• A chance to be a part of a fun, collaborative culture based on shared core values and operating principles across our stores
• Commitment to an exceptional employee experience
• Collaborative work environment & group support
• Full benefit programs & competitive compensation plans
• Employee and Family Assistance Program

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

AutoIQ is an equal opportunity employer which values diversity in the workplace. We are committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (‘AODA’). Applicants are asked to make their needs/requirements, for the purpose of accommodation under AODA, known to Human Resources when they are contacted for an interview or by emailing