85 Financing Specialist jobs in Canada
Residential Financing Specialist
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A career at National Bank means having a direct impact on clients. As a Residential Financing Specialist, you’ll support clients in the branch by offering quality advisory services about mortgage credit. You’ll work in synergy with your colleagues to identify and meet the residential financing needs of clients that are referred to you or that you contact. You’ll also refer clients to your expert colleagues for their specialized needs.
The territory you will cover will be Drummondville, and you will be required to travel between two branches.
Your role
Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financial Specialist, you'll provide an unparalleled client experience.
You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.
More specifically, you will :
- Support our clients by developing the best residential financing strategy for their needs
- Refer files to various experts when necessary
- Apply established processes and procedures thoroughly
- Comply with current standards and regulations
- Keep your knowledge of financing solutions up to date
- Mutual Fund Representative license obtained
Your team
You’ll report to a Residential Financing Manager and work on a specialized team. You’ll work with the entire branch team and various financial experts to meet all our clients’ financial needs.
Prerequisites
- Bachelor’s degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
- Two years of experience in business development, preferably in financial services
- Knowledge of credit solutions and mortgage financing products
- Interest in working on a team
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!
Residential Financing Specialist
Posted today
Job Viewed
Job Description
A career at National Bank means having a direct impact on clients. As a Residential Financing Specialist, you’ll support clients in the branch by offering quality advisory services about mortgage credit. You’ll work in synergy with your colleagues to identify and meet the residential financing needs of clients that are referred to you or that you contact. You’ll also refer clients to your expert colleagues for their specialized needs.
The territory you will cover will be Drummondville, and you will be required to travel between two branches.
Your role
Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financial Specialist, you'll provide an unparalleled client experience.
You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.
More specifically, you will :
- Support our clients by developing the best residential financing strategy for their needs
- Refer files to various experts when necessary
- Apply established processes and procedures thoroughly
- Comply with current standards and regulations
- Keep your knowledge of financing solutions up to date
- Mutual Fund Representative license obtained
Your team
You’ll report to a Residential Financing Manager and work on a specialized team. You’ll work with the entire branch team and various financial experts to meet all our clients’ financial needs.
Prerequisites
- Bachelor’s degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
- Two years of experience in business development, preferably in financial services
- Knowledge of credit solutions and mortgage financing products
- Interest in working on a team
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!
Financial Services Manager
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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
#IQETCFinancial Services Manager
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Job Description
Reporting Relationship: This position reports directly to the General Sales Manager.
Job Summary:
The Financial Sales Manager plays an integral role in Birchwood achieving the highest level of customer satisfaction during the sales cycle. The Financial Sales Manager will offer expert advice on finance options, vehicle protection products, and personal coverage relating to the ownership of the vehicle. Using industry-leading technology and software, they will deliver upon the four essential functions of the Financial Services Office: Sales, Legal and Compliance, Administration, and Management. The successful candidate will be energetic, conscientious, and focused on providing a customer-focused experience.
Qualifications :
• Previous automotive Financial Services Manager or automotive sales experience is required
• Relationship expert with a demonstrated commitment to customer satisfaction
• Thrive in a collaborative environment
• High attention to detail with proven time management and organizational skills
• A commitment to continuous learning and professional development
• Comfortable leveraging technology for most day-to-day functions
• Proven negotiation success is essential
• A Class 5 driver's license and driver’s abstract are required
What Birchwood Can Offer You:
• Competitive compensation – in addition to salary, many roles have bonus and commission incentives that reward you for success
• Full benefits package including vacation time, company-paid extended health, dental/vision coverage, and employee assistance – with flex plan options
• RSP Matching program – Birchwood will match up to $5,000 of your regular earnings after 1 year of employment
• Employee referral bonus program – refer your friends to Birchwood and receive a referral bonus
• Career development opportunities & internal promotions
• Learning & development opportunities
• Wellness program
• Corporate discounts & group savings plan
• Volunteer program – Dollars for Doing
• Company events – Birchwood Bucks, Circle of Excellence, holiday parties
Birchwood is Manitoba’s largest automotive retailer. Our 24 franchises are in addition to four state-of-the-art collision repair centres and four Birchwood Credit Solutions locations. We offer sales, services, and parts to meet our customers’ automotive needs. We’re a recognized leader in the retail automotive industry, not only for our diverse workforce reflecting our community, but also for our unparalleled commitment to team members, customers, partners, and neighbourhoods. At Birchwood, our days begin and end with gratitude, personal leadership, trust, respect, continuous improvement, and generosity.
Birchwood is committed to creating a diverse workplace and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Reasonable accommodation is available to applicants with disabilities upon request. Please email your request to:
Financial Services Manager
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Job Description
We’re looking for a motivated and customer-focused Financial Services Manager to join our thriving Chrysler dealership. In this role, you’ll combine your sales skills with your passion for helping people to create financing solutions that fit each customer’s needs—while driving profitability for the dealership.
We believe in building lasting relationships—with our customers, our lenders, and our team. If you’re the kind of professional who can close deals with confidence while earning trust through transparency and exceptional service, we want you on our side.
What You’ll Do:
Present finance, warranty, and protection options in a clear, customer-friendly way
Secure competitive financing through a variety of trusted lenders
Partner closely with the sales team to deliver a seamless customer experience
Maintain full compliance with all laws, regulations, and dealership policies
Consistently meet and exceed sales and profitability goals
What We’re Looking For:
Proven experience in automotive F&I (minimum 2 years preferred)
Strong sales, negotiation, and communication skills
High attention to detail and strong organizational abilities
A positive, team-first mindset with a focus on customer satisfaction
What We Offer:
Competitive Commission-based Compensation Package—six-figure potential
Comprehensive health and dental benefits, Retirement Plan
Ongoing professional development and manufacturer training
Paid time off
Employee Purchase Program
A supportive, team-oriented environment where your success is celebrated
Financial Services Advisor
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Job Description
Join Our Award-Winning Toyota Dealership as a Financial Services Advisor!
Are you passionate about delivering exceptional customer service and excited about helping people achieve their automotive dreams? We are seeking a motivated and personable Financial Services Advisor to join our team at Cochrane Toyota.
About Us:
Our dealership has been recognized for excellence in customer satisfaction, innovation, and community involvement. We pride ourselves on providing a seamless and transparent financing experience for every customer.
What You’ll Do:
- Greet customers warmly and guide them through financing options and F&I products.
- Assist customers in understanding various finance and insurance products, including warranties, protection plans, and GAP coverage.
- Process loan and lease applications efficiently and accurately, working with lenders to secure competitive rates.
- Maintain a professional and friendly demeanor, ensuring a positive dealership experience.
- Manage cash and credit transactions with accuracy and integrity, similar to a Bank Teller.
- Educate customers on payment options, contract details, and coverage terms to promote transparency and trust.
- Stay current on products, compliance requirements, and industry best practices.
Who You Are:
- Friendly, approachable, and excellent at building rapport with customers
- Detail-oriented with strong organizational skills
- Previous experience in retail banking, finance, sales, or customer service.
- Proven ability to explain financial concepts clearly and confidently
- Positive attitude with a commitment to customer satisfaction
- Ability to work in a fast-paced environment and handle multiple tasks
What We Offer:
- Competitive salary with bonus opportunities
- Ongoing training and professional development
- Supportive team environment at an industry-leading dealership
- Opportunities for career growth within our award-winning organization
- Employee recognition programs and a fun, energetic workplace
Ready to Drive Your Career Forward?
Apply now and become a part of our winning team!
Financial Services Manager
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Job Description
Are you ready to join a potential high earning dealership as a Financial Services Manager? Ajax Mazda is the dealership for you!
Join Queensway Automotive Group for unparalleled benefits and competitive compensation. Our leadership fosters personal growth, inclusive mentorship, and ongoing training. With over 60 years serving the GTA, our steadfast commitment to exceptional customer service defines our customer-centric culture, guiding every decision and action.
Job Duties:
- Sell Aftermarket products including financing, service contracts, and insurance to clients.
- Utilize dealership systems for exceptional customer service, staying updated on manufacturer products and incentives.
- Adhere to employer's rules, regulations, and Ontario/Canada laws, ensuring thorough and timely work.
- Prepare comprehensive documentation for vehicle transactions and maintain required records.
- Attend scheduled training, offer competitive quotes, and build professional relationships with financial institutions and vendors.
- Provide timely updates on vehicle delivery, consistently exceeding customer expectations and resolving complaints courteously for high satisfaction.
Successful Candidates Possess:
- Valid OMVIC certification an asset.
- Possess a valid driver’s license and a clean driving record.
- Professional demeanor and appearance.
- Ability to work in a team and possesses strong interpersonal skills with an upbeat and engaging attitude.
- Excellent listening skills.
- Self-motiving with excellent work ethic
- Ability to problem solve and high attention to detail.
- Loves a fast pace environment.
- Computer skills and understanding of technology.
- Experience with Dealership Management Systems considered an asset.
Queensway Automotive 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.
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Financial Services Manager
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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