145 Financial Services jobs in Canada

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

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.

(LOCATION), a member of 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

McDonald Chevrolet Buick GMC has a current need for a Financial Services Manager . Preference will be given to those candidates with proven insurance and finance experience and a demonstrated ability to work well and communicate clearly with others in a task-oriented, team environment. Your focus will be on offering our clients with a wide variety of products and services associated with their new vehicle. These services include financing, life and disability insurance and a variety of protection and vehicle enhancement products.

Responsibilities

• Develop a comprehensive menu selling process to maximize the finance department's overall profitability and product penetration
• Track portfolio with lenders
• Review and inspect the flow of the department’s paperwork on a daily basis to ensure a timely turnaround on all deals
• Ensures all deals are fully compliant with local, provincial, and federal guidelines
• Demonstrate commitment to supporting the sales department in achieving its goals
• Be an example of professional morals, ethics, and excellent customer service
• Work closely with the sales team on enforcement of proper selling methods

Requirements

• A working knowledge of financial services, life insurance, dealership or general insurance sales.
• Demonstrated ability in presenting the benefits of intangible services and products.
• Above average computer skills. Ability to work with dealership and various computer software applications.
• Competency with Windows and Microsoft Office software.
• Available to work flexible hours and weekends
• Self-starter mentality and ambitious spirit preferred
• Ready to waste no time on learning new product in’s and out’s, eager to improve
• Phenomenal communication skills with customers and team members
• Professional, well-groomed personal appearance

Benefits

• Health, Dental, Life & Disability Insurance
• Paid Training
• Paid Vacation
• Company Holidays
• Saturday Lunches
• Employee Discounts

Job Description

400 Chrysler 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.

400 Chrysler 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

Financial Services Manager

Reports to: General Sales Manager

Want to work with one of the most prestigious luxury auto brands in the world?

Join our dynamic team at our state-of-the-art Lexus dealership, proudly located in Calgary’s vibrant Northwest Automall. As a family-owned, dealer-managed business, Lexus of Royal Oak are committed to fostering a supportive environment where every team member feels valued.

Reporting to the General Sales Manager, you will be responsible for ensuring a smooth and efficient financial transaction process for both the dealership and its customers.

Key Responsibilities:

• Sell financing, mechanical repair service contracts, GAP insurance, credit insurance, extended warranties, and other aftermarket products to new and used vehicle clients
• Produce additional revenue for the dealership by promoting finance and insurance programs
• Collect customer information, establish rapport, and identify needs to ensure satisfaction and offer tailored financial solutions
• Utilize dealership management systems and procedures to deliver exceptional customer service
• Maintain up-to-date knowledge of manufacturer products, rebates, financing, leasing, incentive programs, and insurance offerings
• Thoroughly understand bank and insurance terminology, processes, and requirements
• Prepare and verify all documentation related to sales and lease transactions, including contracts, registrations, submissions, funding, lien information, taxes, titles, and insurance paperwork
• Forward documents to appropriate sources for financing approval and pursue insurance companies for necessary documentation, maintaining accurate insurance records
• Develop and implement incentive programs to support sales teams in promoting financing and insurance options; educate salespeople on related procedures
• Establish finance department forecasts in collaboration with sales department forecasts to achieve penetration targets and income goals
• Complete month-end reports and remittances for the finance department
• Prepare and present monthly finance and insurance penetration reports to management
• Attend sponsored training as scheduled
• Work in strict compliance with all dealership policies and provincial and federal laws
• Handle and resolve customer concerns in a courteous, professional manner to maintain high customer satisfaction levels
• Maintain strong, professional relationships with financial institutions, manufacturer finance centres, and third-party vendors
• Keep customers and dealership staff informed on the status of vehicle deliveries
• Consistently meet and exceed customer service expectations

What You Bring:

• 2+ Years of Financial Services Manager experience in the Automotive industry
• Polished, professional demeanor
• Positive, team-oriented attitude with strong interpersonal skills
• Excellent listening and communication skills to foster genuine guest relationships
• Strong negotiating abilities and a collaborative approach
• Self-motivation, excellent work ethic, and a drive for results
• High attention to detail and strong problem-solving skills
• Ability to thrive in a fast-paced, high-energy environment
• Dealership experience is considered an asset
• Valid driver’s license with a clean driving record
• Solid computer skills and experience with DMS software is a strong asset
• High School degree or equivalent preferred

Why Join Lexus of Royal Oak?

• Family-owned and operated with a supportive, team-focused culture
• Regular team events and appreciation activities
• Comprehensive onboarding and training
• A workplace where your contributions are valued and your growth is encouraged
• Competitive compensation package
• Comprehensive employee benefits following successful completion of the three-month probation period

We’d love to hear from you!

Due to high guest volume, we are not accepting in-person resume drop-offs at this time. Please apply online.

G3 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.

Job Description

Bruce Ford is looking for a Part Time Financial Services Manager! Do you have a passion for going above and beyond for customers? By joining the team at Ford, you'll have endless opportunity for industry training and career advancement. Plus, with this being a commission-based position, the earning potential is uncapped!

The Opportunity:

As an essential member of the Sales Team, you will be responsible for obtaining financing for customers for their vehicle purchases and recommending insurance and service packages to fit their needs. You will work closely with Sales Managers and Sales Representatives to ensure a smooth and efficient sales process for our customers. You will assess customers' financial position and review lender approvals to recommend options that conclude in a ‘win-win' situation.

What we are looking for:
- Proven experience in lending, finance or credit
- Excellent and professional verbal and written communication skills
- You are self-motived, driven, and persistent. You are confident and love a challenge
- Strong computer skills and have attention to detail
- You thrive in a fast-paced environment and have the ability to adapt to situations quickly.

Our Offer:

At Bruce Auto Group, you will join a team of thinkers, doers, and innovators who have experience working in a dealership or have a passion for the industry. You will also work with a team that shares the same values of being collaborative, passionate, trusting, respectful, innovative, and accountable. We offer a competitive pay plan, benefits include a health & dental plan, paid personal days off, a health spending account, a retirement savings plan with matching contributions, discounts on products and services, career progression opportunities, paid personal days, and a fun and engaging work environment!

So, are you ready to become a part of something awesome?

Job Description

Parkway 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.

Parkway 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

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

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