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Financial Services Manager

Mississauga, Ontario Clutch Technologies Inc.

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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 .

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Desjardins Financial Services Sales Rep

Mississauga, Ontario Richard Demille - Desjardins Insurance Agent

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Job Description

Financial Services Sales Advisor - Desjardins Agent Team Member

Location: OAKVILLE, ONT
Type: Full Time, Permanent

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you!

Responsibilities:

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
  • Product expert
  • Provide prompt, accurate, and friendly customer service
  • Work with the Agent to establish and meet office goals

Compensation:

  • Salary plus commission/bonus
  • Plenty of growth within Agency
  • Paid time off (vacation and personal/sick days)
  • Flexible work hours

Requirements:

  • Sales experience preferred but not required
  • Drive to meet sales goals
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Life/Accident and Sickness license required (Canadian Invesetment Funds license a bonus)

We thank all applicants for their interest, however, only those selected for interview will be contacted.

Richard Demille Insurance and Financial Services Ltd.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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Financial Services Advisor - Gallagher Benefit Services

L5B 4E4 Mississauga, Ontario Gallagher Benefit Services

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Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions.

We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow.

If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.


Overview

The Financial Services Advisor will support and eventually manage a book of business, serving as the primary point of contact for individual clients. In this role, you will triage and handle client requests or direct them to the appropriate team members for solutions, tools, and guidance. This position emphasizes delivering exceptional client service, managing relationships, and supporting financial planning and marketing initiatives.


How you'll make an impact

  • Develop systems to enhance client retention and maintain CRM records with updated client information and interactions. Proactively address client concerns, build strong rapport, and uphold the company’s professional image.
  • Identify sales opportunities within and outside the client base. Prepare materials for client meetings, create financial plans, and support pre- and post-meeting tasks.
  • Process account setups, trades, and transfers in investment services, ensuring accuracy and timely follow-up.
  • Manage applications, underwriting, compliance, and client communication for insurance services throughout the process.
  • Gather and analyze client data to identify goals, opportunities, and solutions. Prepare and present financial plans while managing a portion of the client portfolio. Offer tailored insurance and health solutions while maintaining high service standards.
  • Perform administrative tasks, including organizing client contact lists, scheduling meetings, and managing filing systems.
  • Stay updated on tools and technologies to improve efficiency and integrate resources effectively.

About you

  • Bachelor’s degree, preferably in risk management/insurance, finance, actuarial studies, commerce, or business.
  • 2+ years of experience in the financial services or insurance field (corporate, broker/consulting, or banking).
  • Life License Qualification Program (LLQP) certification required.
  • Ability to travel 20%–40% of the time.

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

  • Flexible medical & dental coverage to meet your household's needs
  • Life, Dependent Life and AD & D Insurance options
  • Retirement savings including RRSP including a company match, TFSA, pension and more
  • Employee Stock Purchase Plan

Other benefits include:

  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership (GoodLife Fitness)
  • Opportunity for flexible work arrangements
  • Paid sick days & personal days
  • Employee education recognition program
  • Employee referral bonus program

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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Financial Services Manager

Toronto, Ontario Marino's Auto Group

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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 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.

No Agencies Please

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Financial Services Manager

Toronto, Ontario Marino's Fine Cars Subaru

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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.

No Agencies Please

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Financial Services Manager

Toronto, Ontario Brimell Toyota

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Job Description

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.

Career Opportunity

Brimell Toyota, 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.


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Bilingual Financial Services Representative

Toronto, Ontario TEKsystems

Posted 8 days ago

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**Our client, a large financial services software company, is currently looking to hire for a bilingual financial services representative to join their team in Dartmouth, NS! The ideal candidate will have experience working in a contact center and is fluent in English and French.**
Job Description
The Financial Services Representative (FSR) is responsible for handling internal and external requests in a centralized call center environment, with the inbound component comprising roughly ¾ of the potential call volume. The FSR is expected to provide service excellence to both internal and external clients by processing requests accurately and professionally in adherence with Government Agency/Financial Partners' outlined policies.
- Own the client experience, strive for one-call resolution
- Field inbound requests via call (40-50 per day), chat (10-20 per day) and other channels in a timely manner
- Coordinate client/internal requests for exceptions to payroll (i.e. stop payments on cheques/recalls on direct deposits).
- Respond to client/internal inquiries regarding employees that did not get paid and debits/credits to client's account.
- Coordinate client/internal requests for tax adjustments and changing tax business numbers, rates or frequencies.
- Respond to client/internal inquiries regarding notices from tax authorities.
- Collaborate within the call centre to ensure KPIs are maintained/exceeded while providing service excellence and an effortless client experience.
- Resolve/escalate as required any emergency banking or company level tax situations (i.e. best effort employee direct deposit recalls, accelerated employer refunds, NSF payrolls, etc).
- Continually monitor and remain current on organizational/department initiatives/issues as they pertain to the business unit by attending and participating in client Projects, committees, meetings and presentations.
Must Haves:
1) 1-3 Years of experience in a call center environment (Preferably in the banking/financial services space)
2) Bilingual in French and English
3) Ability to go into the office 3 times a week (Monday-Friday -> 8AM- 8PM)
This person will be taking 25-40 calls per day and will be related to banking/tax questions from customers. They will predominantly be interacting with Payroll Managers, Accounting, and Finance Teams. The Banking calls will be related to people who didn't get paid, changes to information, or updates on payroll statuses. The tax calls will be related to company taxes, where to find specific forms, and reconciliations. Calls will be predominantly inbound but may be some outbound through emails and chat functions as well.
Training will be 2 weeks and 9AM-5PM - First day is in person
Typical Hours: Monday - Friday shift -> 8AM- 8PM, (Friday 8AM-6PM) - 3 days in office - Monthly shift schedule. Office is in Etobicoke, ON
KPIs:
Total calls, calls per hour, AHT, Quality
Duration: 12 month contract with opportunity of extension OR conversion to permanent
Pay: $25.50 - $7.50/hr
Pay and Benefits
The pay range for this position is 27.60 - 27.60/hr.
Workplace Type
This is a hybrid position in Toronto,ON.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l'entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d'Allegis Group. Découvrez d'autres informations à TEKsystems.com.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Legal Assistant - Financial Services

Toronto, Ontario Fuze HR Solutions Inc.

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Job Description

Position Title: Legal Assistant – Financial Services
Category: Legal Support
Location: Downtown Toronto (Hybrid: 3 days in-office, 2 days remote)
Employment Type: Full-Time, Permanent
Hours: 35 hours/week, 9:00 am – 5:00 pm


About Us:
We are a leading Canadian business law firm with offices in Toronto and Vancouver. With over 250 lawyers, advisors, and patent agents, we provide legal services across Canada and internationally. We pride ourselves on delivering exceptional client service while fostering a supportive and collaborative work environment.


Role Overview:
We are seeking a proactive and detail-oriented Legal Assistant to support our Financial Services practice, which handles cross-border financings and commercial transactions. This role will provide dedicated support to 2 Partners and 1 Associate, managing a variety of administrative and transactional responsibilities in a fast-paced environment.


Key Responsibilities:

  • Draft, edit, and organize legal and transactional documents

  • Assist with transactional matters, including preparing signature packages, processing wire transfers, and assembling closing records

  • Manage client file openings and conflict checks

  • Handle billing, invoice processing, and related accounting tasks

  • Manage lawyers’ calendars and schedules

  • Communicate professionally with clients, colleagues, and external parties

  • Provide accurate, high-quality administrative support while maintaining discretion and confidentiality

  • Take initiative and maintain accountability for assigned work

Qualifications:

  • Minimum 3 years of experience as a Legal Assistant, ideally with exposure to corporate law

  • Completion of a Legal Assistant or Law Clerk program

  • Strong organizational skills and ability to manage multiple priorities under time pressure

  • Excellent English communication skills (written and verbal)

Skills:

  • Proficiency in Microsoft Office 365 (Word, Excel, Outlook)

  • Strong document formatting and editing skills

  • Experience with DocuSign and digital closing folders

  • Excellent judgment, resourcefulness, and attention to detail

  • Ability to work independently while managing competing priorities

Why Join Us:

  • Competitive salary and comprehensive benefits package

  • Mentorship and professional development opportunities

  • Supportive mid-sized firm environment with a collaborative culture

  • Wellness programs, RRSP matching, and volunteer opportunities

Additional Information:

  • Employment is subject to a criminal background check

  • Applications will be reviewed as received; only selected candidates will be contacted

  • We are an equal opportunity employer. Accommodation during the hiring process is available upon request



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Desjardins Financial Services Sales Rep

Georgetown, Ontario Richard Demille - Desjardins Insurance Agent

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Job Description

Job Description

Financial Services Sales Advisor - Desjardins Agent Team Member

Location: OAKVILLE, ONT
Type: Full Time, Permanent

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you!

Responsibilities:

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
  • Product expert
  • Provide prompt, accurate, and friendly customer service
  • Work with the Agent to establish and meet office goals

Compensation:

  • Salary plus commission/bonus
  • Plenty of growth within Agency
  • Paid time off (vacation and personal/sick days)
  • Flexible work hours

Requirements:

  • Sales experience preferred but not required
  • Drive to meet sales goals
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Life/Accident and Sickness license required (Canadian Invesetment Funds license a bonus)

We thank all applicants for their interest, however, only those selected for interview will be contacted.

Richard Demille Insurance and Financial Services Ltd.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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Financial Services Manager - Downtown Toyota

Toronto, Ontario Downtown AutoGroup

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Job Description

Job Description

Financial Services Manager - Elevate Your Career at Downtown Toyota!

Are you passionate about automotive financing and insurance, with a drive to deliver exceptional guest experiences? Downtown Toyota, part of the revolutionary Downtown AutoGroup (DAG), is seeking a dedicated Financial Services Manager (FSM) to join our dynamic team at our state-of-the-art Autoplex facility in Downtown Toronto! Take a look at our unique approach and see for yourself!

Why we need you

Our vision at Downtown Toyota is to revolutionize the car-buying and ownership experience. To do that, we need a knowledgeable and customer-oriented Financial Services Manager to join our team in Toronto. The ideal candidate will be passionate about the automotive industry and excel at providing excellent customer service. This role involves working closely with customers, sales teams, and lenders to structure financing packages, ensure compliance with legal and regulatory guidelines, and maximize dealership profits through effective financial product offerings. The FSM also plays a key role in improving customer satisfaction by offering tailored financial solutions.

Without you, we're just another automotive group. With you, we're a brand that resonates with our community and stands out in a competitive market. Downtown AutoGroup is not just a collection of dealerships; we are a community focused on delivering exceptional guest experiences. Our mission is to create lifetime guests, guided by our values of excellence, trust, respect for our guests' time, and a strong sense of community.

Here's what you'll be doing

As the Financial Services Manager, you play a crucial role in providing our guests with financing solutions and insurance products that meet their needs. You will work closely with our sales team to ensure a seamless transition from sales to finalizing financial agreements, focusing on delivering an outstanding guest experience. Your expertise in automotive financing and insurance products will be essential in ensuring our guests receive the best financing solutions and products for their individual needs.

Your responsibilities will include:

  • Customer Financing : Work directly with customers to arrange vehicle financing options by securing loans through banks, credit unions, or other financial institutions.
  • Product Presentation : Present and promote financial products such as extended warranties, service contracts, GAP insurance, and other value-added services.
  • Compliance : Ensure all financial transactions comply with federal, state, and local regulations, including truth-in-lending and privacy laws.
  • Documentation : Oversee the preparation of all sales-related financial paperwork, including loan contracts, lease agreements, and title transfers.
  • Lender Relations : Build and maintain strong relationships with lending institutions to negotiate favorable terms for customer loans and leases.
  • Sales Support : Collaborate with the sales team to improve the profitability of every deal by maximizing sales of financial products.
  • Customer Satisfaction : Provide excellent customer service by offering transparent, ethical, and clear financial options, ensuring customers feel confident in their purchasing decisions.
  • Training : Train and support dealership staff on finance and insurance product offerings to help increase their understanding and ability to sell these products.
  • Reporting : Maintain accurate records of all transactions and prepare regular reports on finance and insurance sales performance.

You need these qualifications

  • Proven experience as a Financial Services Manager in a franchise dealership
  • Understand the importance of providing an exceptional customer experience to both internal and external customers
  • Exceptional interpersonal and communication skills
  • Strong understanding of automotive financing, insurance products, and related regulations
  • Detail-oriented with a focus on compliance and achieving high levels of guest satisfaction
  • Working knowledge of Microsoft Office or Google Workspace
  • Valid Ontario G Driver’s License with no demerit points
  • OMVIC

It would be nice if

  • You have familiarity with dealership management software (e.g., Reynolds & Reynolds, Dealertrack)
  • You are a Certified Automotive Finance Professional (AFIP)
  • You have worked with Toyota
  • You have knowledge of Sym-Tech Dealer Services

What we offer

  • Performance-Driven Culture: We celebrate achievements and foster a results-oriented work environment.
  • Career Growth: We’re committed to helping our team members grow their careers with us - we believe in promoting from within.
  • Community: Be part of a team that’s as passionate about cars as you are, in one of the most vibrant cities in the world.
  • Competitive Pay: We value your contributions and ensure you're rewarded accordingly.
  • Comprehensive Benefits: Health, dental, and vision coverage, along with a Parts & Service Discount and a generous Vehicle Purchase Program.
  • Professional Development: Ongoing training opportunities to keep your skills sharp and your career on track through our DAG Academy.
  • Modern Facility: Work in a clean, organized, and well-equipped shop that prioritizes safety and efficiency at our state-of-the-art Autoplex.
  • Rich Legacy : Established in 1992, our group has grown from a single dealership to employing over 300 professionals that collectively represent the largest retailer of automobiles in downtown Toronto.

You are what drives us … Apply Now!

If you're ready to take your career to the next level, please apply. We're excited to hear your story!

This is an in-person role.

Downtown Toyota and Downtown AutoGroup are equal opportunity employers committed to creating an inclusive and accessible environment for all employees. We'd be happy to provide reasonable accommodations to help you apply - just email us at

Join us at Downtown Toyota in revolutionizing the automotive service experience!

All candidates must be eligible to work in Canada. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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