121 Loan Portfolio jobs in Canada

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

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

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

Are you ready to take the first step towards an exciting finance career in a company committed to your success? Marino’s Automotive Group is looking for a Financial Services Manager at Marino's Fine Cars SUBARU in Etobicoke!

The Financial Services Manager will be responsible for helping customers secure financing options, such as auto loans or leases, and explaining the terms and conditions of the financial agreements. Additionally, you may offer extended warranty plans, insurance products, and other financial services to enhance the overall buying experience. If you have strong interpersonal skills, in-depth knowledge of financing options, and the ability to ensure a seamless and satisfactory transaction for customers then this is the role for you!

Job Duties:

• Responsible for selling financing, mechanical repair service contracts, GAP insurance, credit insurance and other Aftermarket products to clients.
• Utilization of dealership management systems and procedures to deliver exceptional customer service. 
• Maintain a current knowledge of manufacturer products, rebates, financing, leasing and incentive programs.
• Read, understand and adhere to all rules, regulations and procedures as required by the employer.
• Work in strict compliance with the laws of Ontario and Canada.
• Ensure all work performed is thorough, accurate and completed on time. 
• Preparation of all documentation, contracts, registration, submission, funding, commissioning, etc. related to all transactions and sales/leases of vehicles.
• Maintain all reports and records as required by the manufacturer, dealership and suppliers. 
• Attend sponsored training as scheduled. 
• Ensure quotes for products and services are competitive. 
• Establish and maintain strong and professional relationships with all financial institutions, manufacturer finance centres and third-party vendors.
• Keep customers and staff updated on the progress of a vehicle delivery.
• Consistently meet and exceed customer expectations.
• Handle and resolve customer complaints in a courteous and professional manner, insuring a positive outcome and maintaining a high level of customer satisfaction.

Successful Candidates Possess:

• Valid OMVIC certification an asset.
• Possess a valid driver’s license and a clean driving record.
• Professional demeanour 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.

Why Work for Marino’s Automotive Group:

• A competitive benefits and compensation plan.
• A leadership team that believes personal growth, mentorship, ongoing training and support.
• As a family owned and operated organization servicing the GTA for 50 years, we have a family-like culture, where camaraderie and a sense of belonging make our workplace feel like a second home.
• A culture of inclusivity where every individual's unique perspective is valued and respected.
• We embrace a customer-centric culture, where every decision and action is guided by our commitment to providing exceptional service.

Marino’s 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

Salary: $51,900 - $1,100

Financial Services Officer
Branch Location: Tyne Valley, PEI

Build meaningful relationships and help Islanders achieve their financial goals at Provincial Credit Union one of Atlantic Canadas leading credit unions and proud recipient of Canadas Top 100 Employers award for 2025!

At Provincial Credit Union, we do more than banking we empower our members to thrive. Guided by our values ofPeople, Purpose, and Possibility, our team provides trusted financial advice, education, and planning that make a real difference in our communities.

As aFinancial Services Officer, youll play a key role in helping members navigate lifes big financial decisions. From lending solutions to savings and retirement planning, youll be a trusted partner in their financial journey.

In this role, youll:

• Provide one-on-one financial education and advice to members on day to day banking, loans, investments, and deposit products.
• Meet with members (in person or digitally) to understand their needs, gather financial data, and guide them toward the best solutions.
• Assess applications by analyzing creditworthiness, determining loan feasibility, setting credit limits, and approving or declining loans within your lending authority.
• Ensure all loan agreements are complete, accurate, and compliant with policies and guidelines.
• Promote and recommend deposit products such as term deposits, RRSPs, RESPs, RRIFs, and LIFs, or refer to our Financial Planning partners when appropriate.

What You Bring

• Education: Post-secondary education in Business, Finance, or a related field (or equivalent experience).
• Experience: Previous experience in lending, financial services, or a member-focused advisory role.
• Skills & Abilities: Strong analytical skills, attention to detail, and the ability to build trust and lasting relationships with members.

Why Youll Love It Here

We believe our employees deserve the same outstanding care we give our members. Thats why we offer:

• A People-First Culture: Join a supportive team that values collaboration, positivity, and community impact.
• Competitive Pay & Bonus Program: Market-aligned salary plus the opportunity for annual bonuses.
• Comprehensive Benefits: Health and dental coverage, sick time, and a Defined Contribution Pension Plan & Group Retirement Savings Plan with up to 9% employer contribution.
• Work-Life Balance: Three weeks vacation to start, plus four personal days and two volunteer days each year.
• Career Growth: Tuition reimbursement, training opportunities, and career progression pathways.
• Extra Perks: Annual fitness and clothing allowance, reduced employee loan and mortgage rates, and no service fees on banking transactions.
• Salary Range: 51,900 - 61,100.

Additional Information

• Bondability Requirement: Candidates must be bondable under a fidelity bond policy (includes a criminal and credit check).
• Closing Date: October 17th, 2025.

Diversity & Inclusion

At Provincial Credit Union, were committed to creating an inclusive and equitable workplace. We welcome applications from all qualified individuals, and accommodations are available throughout the recruitment process.

Job Description

Salary:

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

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

Availability:Open Availability - Monday to Saturday

Compensation: TBD

When you join Northern Roads, youll enjoy:

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

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

Youll love your position as a Financial Services Manager:

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

Wed love to hear from you, if:

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

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

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

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

Job Description

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.

Job Description

Welcome to FOSS — Where Values Drive Everything We Do  

For over 60 years, the FOSS Auto Group has been a leader in the automotive industry, home to two trusted brands: Roy Foss and Foss National Leasing. Our success is driven by our incredible team. These are dedicated and passionate individuals who embody our core values daily, building a reputation for excellence in retail, fleet, service, and innovation.

At FOSS, we are guided by five principles:

• Glad to be here – We show up with positivity and pride. 
• Sweat the small stuff – Details matter, and we get them right. 
• Show up for each other – We succeed as a team. 
• Walk the talk – We lead by example. 
• Set the standard – We raise the bar. 

We are proud of the long-standing relationships we've built with our clients, customers, and our team members. When you join FOSS, you're joining a company that leads with heart, acts with integrity, and invests in your growth. If you want a workplace where your impact is celebrated, you've found your next move.

About the Role 

Roy Foss is looking for an experienced Financial Services Manager to join our team. In this role, you will oversee the completion of each sale, ensure timely vehicle delivery, and provide customers with personalized financial solutions. The ideal candidate is professional, knowledgeable, and positive, with a strong drive for growth and continuous learning.

What We're Looking For

• Maintain in-depth knowledge of manufacturer vehicles, rebates, finance programs, and incentives.
• Assess customer financing needs and present clear product menus outlining financing options, products, and services to enhance ownership.
• Present and sell aftermarket products such as warranties and insurance.
• Manage all aspects of credit approvals directly with customers.
• Build and maintain strong relationships with finance companies and banks.
• Ensure all sales customers are supported positively and in line with dealership procedures.
• Coordinate vehicle deliveries with Sales, Service, and customers, preparing all documentation accurately and on time.
• Support the Sales Team by training and advising on finance, leasing, and Business Office products.

What You'll Bring

• Minimum 5 years of experience in automotive sales or finance.
• Strong knowledge of finance, insurance, and aftermarket products.
• Outgoing personality with excellent interpersonal and sales skills.
• Exceptional communication, mathematical, organizational, and leadership abilities.
• Proficient with computers and communication technology.

What We Offer:  

• Competitive compensation and benefits package.
• Employee team building and social events.
• Learning and development programs for all team members.
• Growth potential within our organization. 
• Certification fees will be covered, if required. 
• Employee discount programs.
• Foss purchase and service program.
• Employee referral and recognition programs.

Our Commitment to Equal Opportunity

At Roy Foss Automotive and Foss National Leasing, we are dedicated to creating a workplace where everyone feels welcome and has the opportunity to thrive. We believe that a diverse and inclusive team is not only our strength, but it also drives innovation and helps us better serve our customers and community.

We are proud to be an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, or disability. Our commitment to equal opportunity extends to all aspects of employment, including hiring, training, promotion, compensation, and benefits.

FOSS Automotive Group is committed to providing an inclusive, accessible work environment. In accordance with the Accessibility for Ontarians with Disabilities Act (AODA), accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process.

We are committed to fostering a culture of fairness, equity, and respect for every employee and applicant.

Should you have any questions or concerns, you can reach out to

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