82 Investment Services jobs in Canada
Bilingual Investment Services Representative: Mandarin/English
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Company Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
This is a hybrid role (3 days in the office/2 days remote).
Your responsibilities within IBKR:
The representative's key responsibilities are to resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a broad array of themes, including:
- Problem management for wide-scale service issues, including trade and margin analysis, a broad set of cash market and derivative products, global exchanges, order types, and transmission and execution inquiries
- Assistance with trading platform operation and features
- Analysis and testing of existing systems and procedures, including recommending and assisting with the implementation of enhancements
- Margin calculations: Commission structure, interest and fee.
In addition to providing client support, the position requires collaboration with other local and international Client Service, Programming, Clearing, Cashiering and Compliance teams on common issues. Team members can learn and grow through their IBKR career and are encouraged to contribute to developing Client Service systems, policies and procedures.
Requirements:
- A bachelor's or advanced degree is required.
- Minimum two years experience at a global financial institution (new graduates who demonstrate a firm grasp of the core competencies will also be considered)
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
- Excellent command of written and spoken English and Mandarin
To be successful in this position, you will have the following:
Core competencies:
- Strong product knowledge – Equities, Options, Futures, Options on Future, FX, and Fixed income
- Self-starter with a highly analytical and critical-thinking mindset
- Be able to handle stress and work independently and autonomously in a quick and spontaneous environment
- Communicate effectively and precisely under changing circumstances
- Self-motivated and able to handle tasks with minimal supervision.
- Superb analytical and problem-solving skills.
- Excellent collaboration and communication (Verbal and written) skills.
- Outstanding organizational and time management skills.
- Health, dental, disability and life insurance with 100% premiums covered.
- Company RSP contribution matching, Stock incentive plan
**We thank all applicants. However, only those selected for an interview will be contacted.
Financial Services Advisor
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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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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?
Financial Services Manager
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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.
Financial Services Coordinator
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Location: Stratford, ON
Job Type: Full-time
Pay: $ 21.50 hourly + percentage of gross sales
About Us
Strickland’s Stratford Toyota is a proud member of the Strickland’s, delivering top-tier customer experiences through our wide selection of new and pre-owned Toyota vehicles. Known for our integrity, innovation, and commitment to service, we are driven by the goal of making every car-buying journey smooth and satisfying.
If you’re ready to accelerate your automotive career and join a team that values excellence, growth, and long-term success—this is your destination.
Why Join Strickland’s Stratford Toyota?
At Strickland’s, we recognize and reward dedication. We foster a culture that encourages collaboration, celebrates individual contributions, and offers continuous learning opportunities. More than just a dealership, we’re a community built on trust, support, and shared success.
We also offer the largest inventory of used vehicles in Stratford and surrounding areas — with over 700 used vehicles available. This means more opportunities for you to succeed in a fast-paced, customer-focused environment where your efforts directly contribute to real results.
If you're driven, passionate, and ready to grow, we’d love to welcome you to the team.
Your Responsibilities
Guide customers through the vehicle financing and leasing process with professionalism and clarity
Work with lenders and financial institutions to secure approvals and competitive rates
Present and explain extended warranties, protection packages, and additional products
Ensure all financial documentation is accurate, complete, and compliant with regulations
Support the sales team with timely updates and assistance to maintain seamless customer experience
Maintain knowledge of lending guidelines, rates, and promotions
Build strong relationships with customers to encourage satisfaction, retention, and referrals
Stay up-to-date on all Toyota financial programs and manufacturer incentives
What We’re Looking For
Previous experience in automotive finance or customer service preferred
Strong communication, problem-solving, and organizational skills
Detail-oriented with a commitment to compliance and accuracy
Knowledge of automotive finance products and processes
Ability to work flexible hours, including evenings and weekends
Valid OMVIC certification (or willingness to obtain)
Valid Ontario G Driver’s License with a clean driving record
Our Core Value
Engaged & Fulfilled Employees – We cultivate a supportive environment where team members thrive
Career Path Opportunities – Your growth fuels our success, and we celebrate every milestone
Guest Satisfaction – We aim to exceed expectations and create memorable experiences
Profitability – A shared commitment to success benefits every member of our team
What We Offer
Competitive compensation structure with bonus and commission pay
Comprehensive benefits package, including:
Extended health care
RRSP matching
Life and disability insurance
Paid time off
Store discounts
Opportunity to drive brand new vehicle (Toyota)
Company events and team-building activities
Ongoing training and professional development
A supportive and energized workplace culture
Join Our Team!
Strickland’s Stratford Toyota is committed to excellence in everything we do—and that starts with our people. If you’re passionate about helping others and ready for a rewarding challenge, we invite you to apply today.
Apply Now and begin your journey with a dealership that puts people first.
We are an equal opportunity employer and are committed to providing accommodations for applicants with disabilities throughout the hiring process, in accordance with AODA requirements.
Financial Services Manager
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Job Description
Looking for a great opportunity to work in Canada’s largest Automotive Group? Join the Family today, the Dilawri Lifestyle is waiting for you!
Dilawri life is full of excitement, click here for a glimpse into the road ahead.
Genesis Downtown Vancouver is currently looking to fill the position of a Financial Services Manager.
At Genesis Downtown Vancouver we strive to create the finest products and services for connoisseurs around the world and to make a positive difference to our Guest’s lives. The Genesis brand identity is defined by three core ideas: Audacious, Progressive, and Distinctly Korean. We believe in Delivering Exceptional both on and off the road.
Genesis Downtown Vancouver is dedicated to creating a brand and company that embraces and reflects the diversity of Canadians.
Essential Responsibilities:
- Ability to obtain finance approval from lending institutions on all finance deals.
- Coordinate secure financial sources to purchase finance papers.
- Knowledge of selling products and insurances.
- Reviewing all paperwork regarding finance and cash deals to ensure title, lien, taxes and other related delivery documents are correct.
- Responsible for all rate inquiries.
- Maintain records of Finance, insurance files and prepare and submit necessary claims.
- Interviewing clients for credit applications and presenting insurance options.
- Reviewing manufacturer warranty coverage with clients.
- Upgrading warranty coverage (selling extended service contracts).
- Reviewing additional protection options (such as environmental protection, tire & rim warranty, etc.)
- Preparing the legal paperwork for vehicle purchases including Finance/Lease contracts, lien searches, warranty certificates, etc.
- Communicating pertinent information to sales consultants/managers as needed.
- Working with the Sales Management team to maximize profits on every sale.
- Training sales consultants on Finance Office products.
- Responding to post-delivery customer inquiries such as warranty and loan payout requests.
- Other duties as assigned by management.
All successful applicants must possess the following qualities:
- VSA Certification
- Previous Business Office Experience
- Experience with One Eighty and ADP
- Previous automotive experience a definite asset
Advantages of the Dilawri Lifestyle:
- First hand mentoring from auto industry leaders
- Innovative, exciting work environment
- Employee discounts on vehicle purchases and leases
- Employee discounts on service and parts
- Career growth opportunities
- Competitive compensation
- Generous benefit package
- Exclusive Dilawri offers
- A true Family culture
Dilawri Group of Companies is Canada’s largest automotive group with 75+ franchised dealerships representing 35+ automotive brands throughout Quebec, Ontario, Saskatchewan, Alberta, British Columbia, and Washington DC. Privately owned and operated by the Dilawri family since 1985, the company continues to expand its footprint in Canada, building on its history of excellence in the automotive industry. With more than 4,000 employees, Dilawri Group of Companies is proud to offer exceptional products and customer service in every dealership.
Dilawri Group of Companies is not only a leader in the automotive industry, it is also a leader in the communities it serves, having established The Dilawri Foundation in 2002. The Dilawri Foundation has contributed tens of millions of dollars throughout Canada supporting a variety of charitable causes.
Go to our website to see more about our company and the many reasons why you will want to work for us!
We do thank all applicants in advance, but only those selected for an interview will be contacted. Thank you for your interest
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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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.
Career OpportunityDrive 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.
Financial Services Manager
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Job Description
Valley Volkswagen is looking for a self-motivated Financial Services Manager, who has a passion for going above and beyond for their customers, to join our Sales team in preparation for our move to our BRAND NEW dealership! By joining the team at Volkswagen, you'll be eligible for paid personal days off, industry training and career advancement opportunities, 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 the Sales Manager 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?