104 Financial Institutions jobs in Canada
Associate Director, Financial Institutions - S&P Global Ratings
Posted 3 days ago
Job Viewed
Job Description
**Grade Level (for internal use):**
12
**Associate Director, Financial Institutions Ratings**
**The Team:** The Financial Institutions (FI) team within the Financial Services division at S&P Global is focused on assigning and surveilling ratings on a range of issuers, from banks and brokers to exchanges and alternative funds.
**Impact & Responsibilities:** The successful candidate will be the primary analyst responsible for a portfolio of credits across bank and non-bank sectors. In addition to **actively surveilling** the portfolio, the analyst will effectively communicate with market participants about ratings, as well as the fundamentals and trends impacting the industry. Specifically, in this role, you will:
+ Analyze a portfolio of 14 - 16 credits, focused on fund finance and financial institutions.
+ Prepare for and lead meetings with senior management teams to extract valuable insights and assess information critical to our ratings, while clearly explaining our credit rating opinions.
+ Actively participate in management meetings to collaborate and build consensus.
+ Demonstrate the ability to understand and identify key factors that affect an issuer's credit rating.
+ Develop and maintain an understanding of industry trends and issues to influence strategic decisions.
+ Prepare reports suitable for publication on S&P Global's credit portal and other media, ensuring timely dissemination and clear explanations of our ratings.
+ Engage proactively in management meetings with issuers and rating committees to foster strong relationships and influence outcomes.
**Required Qualifications:**
+ At least 7 years of experience working in the field of credit analysis, ideally within fund finance or financial institutions.
+ Strong analytical skills with a deep understanding of financial statements and accounting concepts.
+ Detail orientation and a focus on high accuracy while complying with multiple deadlines.
+ Strong Excel, Word, PowerPoint, and database application skills.
+ Ability to prepare forecasts based on well-reasoned assumptions.
+ Possess excellent communication skills, both verbal and written, with the ability to articulate complex ideas clearly.
+ Thrive in a collaborative work environment, demonstrating emotional intelligence.
+ Familiarity with databases specializing in fund finance would be a plus.
**Preferred Qualifications:**
+ Undergraduate degree, preferably in Finance, Accounting, Economics, Business, or other business-related majors.
+ M.A. or MBA focused on Finance, Economics, Accounting, Engineering, or Mathematics is preferred.
+ CFA accreditation preferred.
**Compensation/Benefits Information:** (This section is only applicable to US candidates): S&P Global states that the anticipated base salary range for this position is $98,000 to $185,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses, and certifications.
_Right to Work Requirements: This role is limited to persons with an indefinite right to work in the United States._
_All employees are required to work from the office a minimum of 2 days per week._
_We require all candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global Ratings office. This must be completed before we can proceed to an offer._
**About S&P Global Ratings**
At S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions.
S&P Global Ratings is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today.
For more information, visit In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
S&P Global has a Securities Disclosure and Trading Policy ("the Policy") that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy's requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
**US Candidates Only:** The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), RATNGS202.2 - Middle Professional Tier II (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** New York, New York, United States
Financial Services Representative
Posted today
Job Viewed
Job Description
Our Story & Purpose:
We're Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We've made bold commitments to become net-zero by 2040 across all mortgages and loans, and we're actively pursuing strategies in Indigenous banking and financial resilience for our members.
As the largest private sector Living Wage Employer in Canada, we're proud to be consistently recognized as one of the country's Top Employers. If you're ready to join our team of 2,700 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today
Your Role in Supporting Our Members:
As a
Finan
cial Services Representative
you will build relationships by learning more about our members while assisting them with their banking transactions. Demonstrating excellent communication and interpersonal skills, you will be the trusted advisor for members who value the branch experience.
This is a
Full-time
, Temporary role
based at
Maple Ridge Community Branch (Branch 12)
and will report directly to the
Assistant Branch Manager.
How You'll Make an Impact:
- Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved
- Identifying and assessing member/prospect needs to provide appropriate products, services and referrals
- Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk
- Fully leverage and utilize the technical systems available so that the service experience for the member is efficient and seamless
What You'll Bring to the Team:
- A High School Diploma and/or equivalent
- working experience interacting with people and businesses in a professional capacity with excellent customer service skills
- Problem solving skills
You'll Thrive Here If You Are:
- A problem solver
- You have an analytical mind and can multi-task to come up with solutions
- Tech-savvy -
People often say you're a quick learner and great with technology & systems - A great communicator
- You find it easy to get to know others and have great conversations
- Ready for a challenge
- You have a positive attitude and are able to work in a fast-paced changing environment
We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.
What You'll Earn:
This role offers a starting salary of
$25.96 per hour
. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.
Why You'll Love Working Here:
A career at Vancity is more than just a job, you're joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:
- Living Wage Employer
: We're the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada's Top Employers. - Customizable Benefits
: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs. - Generous Vacation
: New employees start with 3-4 weeks of vacation per year, with additional days earned over time. - Extra Stat Holidays
: In addition to BC's 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness. - Immediate Health Coverage
: Health and dental benefits begin on your hire date, with three levels of coverage to choose from. - Defined Benefit Pension
: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.
Vancity Talent Programs:
Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.
At Vancity we're committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.
We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at We're here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.
Financial Services Associate
Posted today
Job Viewed
Job Description
Job Details
Description
Financial Services Associate
Richmond Area, Nova Scotia
Are you ready for a new career journey at Nova Scotia's largest credit union? Join our dedicated team at East Coast Credit Union, where commitment to community, member satisfaction, and financial excellence are the foundation of everything we do.
East Coast Credit Union is a community-driven financial institution committed to a better banking model. A credit union is like a bank in many ways, but with cooperative ownership and special focus on people, not profits. We redefine the definition of local and bring Nova Scotians from many regions together with honest lending, savings, and investment products. Be part of an organization committed to fostering growth and empowering individuals on our team and in our East Coast community.
East Coast Credit Union is looking for a
Financial Services Associate
to join us in the Richmond Area Reporting to the Assistant Manager, the Financial Services Associate acts as a trusted advisor, providing personalized financial solutions to support members' everyday banking and personal lending needs within their authorized limits, while seamlessly referring members to specialized team members when appropriate.
We offer…
- An outstanding culture and opportunity to join an engaged and community-focused team.
- Competitive compensation ($50,613.86 – $59, and performance-based incentives.
- Assistance with immigration through the Atlantic Immigration Program (AIP) - we are a designated employer.
- Generous benefit package including a Flexible Health and Dental Plan (paid 100% by employer) and up to 9% contribution with employer match in the Defined Contribution Pension Plan.
- Tuition reimbursement, training, and personal development.
- Employee perks such as annual wellness credit; reduced rates on employee loans/mortgages and paid volunteer time.
You would…
- Greet members and process daily financial transactions including deposits, withdrawals, bill payments, wire transfers, and foreign exchange.
- Assist members with digital banking tools such as online banking, mobile apps, and e-transfers.
- Build strong relationships with existing and new members by identifying financial goals and recommending appropriate product solutions.
- Promote and provide a full range of personal banking products including chequing and savings accounts, credit cards, registered products (RRSP, TFSA, RESP), term deposits, overdrafts, and personal loans (within approval limits).
- Educate members on investment products and services, interest rates, and market trends.
- Support Credit Union campaigns, initiatives, and sales targets by identifying opportunities for cross-sell, up-sell, and referral.
- Conduct lending interviews, assess member needs, and verify credit and personal information.
- Approve loans within delegated authority or refer to other staff as required.
- Process and review loan documentation for accuracy and compliance.
- Maintain awareness of lending policies, procedures, and regulatory requirements.
- Ensure compliance with anti-money laundering (AML), privacy, and regulatory standards.
- Participate in branch meetings, sales huddles, and training programs to stay current on procedures and product knowledge.
- Support branch activities, community initiatives, and team goals.
You have…
- A certificate or diploma in Business Administration, supplemented by one to three years of sales and service experience, ideally within the retail banking or broader financial services industry.
- An equivalent combination of education and experience will also be considered. Experience in lending or credit is considered a strong asset.
You are…
- Passionate about providing exceptional customer
- Able to achieve and exceed business/sales
- A strong communicator with lending and relationship building skills with the proven ability to exercise sound judgment, and discretion.
- Self-motivated with a strong work
- A critical thinker with problem-solving
- Accurate and have a high attention to
Please note that all offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.
Don't meet every single requirement? At East Coast Credit Union, we believe everyone has potential. If you are excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this role or other opportunities we may have.
We wish to thank applicants in advance; only candidates selected for an interview will be contacted.
Careers - About Us | East Coast Credit Union )
At East Coast Credit Union, we are passionate about creating a diverse, equitable, and inclusive workplace and believe a diversity of perspectives, experiences and backgrounds benefit our employees, our members, and our communities.
East Coast Credit Union is committed to providing access, equal opportunity, and accommodation for individuals with disabilities. To request accommodation, please contact Human Resources by email at or by phone
Financial Services advisor
Posted today
Job Viewed
Job Description
Join the Jim Pattison Toyota Surrey as a Financial Services Advisor If you are an ambitious, results-oriented, and personable individual committed to delivering exceptional financial solutions and building lasting customer relationships, this role is perfect for you
Why Join us…
- Competitive commissions and bonus structures.
- Premium financial products with competitive pricing at our high-traffic location.
- Unlimited opportunities for career advancement and skill development.
- Access to state-of-the-art facilities and amenities.
- Flexible work schedules to suit your lifestyle.
- Comprehensive manufacturer and in-house training programs.
- Exclusive access to vendor promotions, offers, and purchase programs.
- Recognition and rewards initiatives.
- Comprehensive benefits package.
- Amazing colleagues, great working environment, and a team building culture
A day in the life…
- Provide top-tier financial services to our valued customers.
- Assist customers in selecting the best financial and insurance solutions tailored to their needs.
- Completing all paperwork and arranges for delivery and registration of the vehicle.
- Stay informed about competitor financial products and the automotive market landscape in Canada.
What we look for…
- Valid provincial driver's license.
- Previous financial service experience in a dealership.
- Sales Permit for automotive financial services.
- A positive and can-do attitude
More about us…
We appreciate the interest of all applicants in this exciting opportunity. However, only those selected for an interview will be contacted directly.
Financial Services Advisor
Posted today
Job Viewed
Job Description
Join Jim Pattison Toyota Downtown as a Financial Services Advisor If you are an ambitious, results-oriented, and personable individual committed to delivering exceptional financial solutions and building lasting customer relationships, this role is perfect for you. Be part of a team operating within Vancouver's premier, ultra-modern Toyota dealership—an iconic location offering clients a sophisticated, client-first experience in a landmark facility built to redefine urban dealership standards.
Why Join us…
- Competitive commissions and bonus structures.
- Premium financial products with competitive pricing at our high-traffic location.
- Unlimited opportunities for career advancement and skill development.
- Access to state-of-the-art facilities and amenities.
- Comprehensive manufacturer and in-house training programs.
- Exclusive access to vendor promotions, offers, and purchase programs.
- Recognition and rewards initiatives.
- Comprehensive benefits package.
- Amazing colleagues, great working environment, and a team building culture
A day in the life…
- Provide top-tier financial services to our valued customers.
- Assist customers in selecting the best financial and insurance solutions tailored to their needs.
- Completing all paperwork and arranges for delivery and registration of the vehicle.
- Stay informed about competitor financial products and the automotive market landscape in Canada.
What we look for…
- Valid BC driver's license.
- Previous financial service experience in a dealership with proven results.
- VSA Sales Permit for automotive financial services.
- A positive and can-do attitude
More about us…
We appreciate the interest of all applicants in this exciting opportunity. Only those selected for an interview will be contacted directly.
financial services manager
Posted today
Job Viewed
Job Description
- Education: No degree, certificate or diploma
- Experience: 1 year to less than 2 years
- Screening questions
- Are you currently legally able to work in Canada?
- Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
- Financial benefits
- Life insurance
- Registered Retirement Savings Plan (RRSP)
- Other benefits
- Other benefits
- Work Term: Permanent
- Work Language: English
- Hours: 42.5 hours per week
Financial Services Manager
Posted today
Job Viewed
Job Description
Job Title: RV Finance & Insurance (F&I) Manager
Department: Sales & Finance
Reports To: General Manager
Position Summary
We are seeking a motivated and customer-focused RV Finance & Insurance (F&I) Manager to join our team. The F&I Manager is responsible for guiding customers through the financing and insurance process, ensuring a seamless, transparent, and positive buying experience. This role requires strong product knowledge, compliance expertise, and the ability to maximize profitability while maintaining high levels of customer satisfaction.
Key Responsibilities
- Present and explain financing options, extended service plans, protection packages, and insurance products to customers in a clear and professional manner.
- Secure financing for customers by maintaining strong relationships with banks, credit unions, and other lending institutions.
- Review credit applications, evaluate credit reports, and structure financing terms to meet both customer needs and dealership objectives.
- Ensure compliance with all federal, provincial/state, and dealership regulations, policies, and procedures.
- Prepare accurate and complete paperwork for financing and insurance deals, ensuring all documentation is filed and recorded properly.
- Work closely with the sales team to support the delivery process and improve overall profitability.
- Monitor and achieve sales performance goals related to finance and insurance product penetration.
- Provide exceptional customer service to build trust, encourage repeat business, and drive positive customer satisfaction scores.
- Stay up to date with industry trends, lender programs, and regulatory changes.
Qualifications
- Previous experience as an F&I Manager in an RV, automotive, or powersports dealership is required.
- Strong knowledge of financing, insurance products, and compliance requirements.
- Proven ability to build rapport with customers and explain complex financial products in simple terms.
- Excellent organizational skills and attention to detail.
- Strong negotiation, communication, and problem-solving skills.
- Proficiency with dealership management software (DMS) and Microsoft Office Suite.
- Valid driver's license.
- Valid OMVIC license
Core Competencies
- Customer Service Excellence
- Integrity and Compliance
- Sales and Product Knowledge
- Team Collaboration
- Results-Driven Mindset
Compensation & Benefits
- Competitive base salary plus performance-based commission
- Employee discounts on RVs, parts, and services
- Ongoing training and professional development
Job Type: Full-time
Pay: From $80,000.00 per year
Experience:
- Financial services: 5 years (required)
Work Location: In person
Be The First To Know
About the latest Financial institutions Jobs in Canada !
Financial Services Manager
Posted today
Job Viewed
Job Description
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
Financial Services Associate
Posted today
Job Viewed
Job Description
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
Financial Services Manager
Posted today
Job Viewed
Job Description
Job Description
It's All Good at Applewood!
The Applewood Auto Group is looking to add a Finance Manager to our team.
This is a Fully Commission Independent Contractor Position.
Roles & Responsibilities:
- You'll report to the Finance Director and GM and will work with a team of Sales Consultants to ensure our customers' financing are taken care of.
- Selling finance and insurance products: The Finance Manager’s primary role is to sell finance and insurance products to customers purchasing vehicles from the dealership. This may include extended warranties, loan protection plans, and other products.
- Managing dealership finance relationships: The Finance Manager’s is responsible for managing relationships with lenders who provide financing to the dealership. This may involve negotiating terms and rates, processing loan applications, and ensuring compliance with lending regulations.
- Process paperwork and contracts: The Finance Manager’s will need to process paperwork and contracts related to vehicle sales, including financing agreements and insurance policies. This will involve working with salespeople and administrative staff to ensure that all required documents are completed accurately and in a timely manner within all portfolios or logs required.
- Customer Service: The Finance Manager’s will need to provide best-in-class customer service to customers who have purchased vehicles or financing products from the dealership. This will involve responding to questions and concerns, addressing complaints, and ensuring that customers feel valued.
- Ensuring compliance: The Finance Manager’s will ensure the dealership complies with all relevant laws, regulations, and processes.
- As a Fully Commission Independent Contractor, you have unlimited earning potential!
Measurables:
- Finance Department Gross Profit: This measures the profitability of the finance department by comparing the cost of financing to the revenue generated from financing activities.
- Finance Penetration Rate: This measures the percentage of customers who finance their vehicle purchases through the dealership's finance department, indicating how successful the department is in upselling financing options.
- Loan Approval Rate: This measures the percentage of loan applications that are approved, indicating the effectiveness of the finance department in securing financing for customers.
- Average Finance Time: This measures the amount of time it takes to complete the financing process for a customer, indicating the efficiency and effectiveness of the finance department in providing financing options.
- Product Sales Per Finance Contract: This measures the average number of additional products or services sold with each finance contract, indicating the effectiveness of the finance department in generating additional revenue.
Commission Payment:
As an Independent Contractor, you will be paid a variable commission payment plan. Provided you hit your targets, our Finance Managers can make anywhere between $80,000 to $200,000 annually.
As an Independent Contractor, you are responsible for setting up your own Sole Proprietorship and registering to have a GST number. After which you are responsible for paying your yearly taxes as a Sole Proprietorship (or Corporation, if you so choose). It is generally advisable that you connect with a Tax professional to receive advice on how to handle this from the beginning of your contract with Applewood.
What we need from you:
You should have working knowledge of how the car industry works and would have worked as a Financial Services Advisor or Sales Consultant at another dealership. That way, you can provide sound advice and recommendations to your team. You know your way around prime and subprime options and are great at coaching people.
We are looking for someone who is enthusiastic, fast, efficient, knowledgeable, and ready to join an amazing team!
Why should you work for Applewood?
- Excellent compensation package, You are your own business!
- We stand out from the rest because we are TRULY PASSIONATE about cars!
- 10 dealerships and counting to work alongside and grow with
- Group events, Applewood Family Day, Xmas party, BBQs, and more
- We support local communities, sports teams, and charities.
Our Core Values
Best-in-Class Experience: We are committed to delivering a Best-in-Class experience to every team member and client that walks through our doors.
Find a Way to Say Yes: We take full ownership, embracing the responsibility to “Make Things Better."
Team Beats with One Heart: We are a close-knit group of professionals working towards the same goal of driving excellence in everything we do.
Benefits:
- Company events
- Store discount
Supplemental pay types:
- Commission pay
Ability to commute/relocate:
- Langley, BC: reliably commute or plan to relocate before starting work (required)
Experience:
- automotive finance: 2 years (required)
License/Certification:
- VSA License (preferred)