Back to results

Financial Services Advisor - CAG

  • Victoria, BC, Canada

Full-time

Applications open in a new tab.

Job details

Job type
Full-time
Experience
Approximately 3–5 years of experience in financial services, automotive finance, banking, or a related advisory role.
Working hours
40 hours per week
Posting language
English
Posted

Original job description

Turn customer relationships into lasting success!

Campus Auto Group is looking for a customer-focused, commercially minded Financial Services Advisor to join our dealership team. This position is ideal for someone who enjoys working with people, understands the importance of financial accuracy, and can confidently guide customers through financing and vehicle protection options.

Whether you bring experience in automotive finance, banking, or financial services, we are interested in candidates who demonstrate professionalism, sound judgment, strong communication skills, and a commitment to delivering an exceptional customer experience.

You will play an important role in completing vehicle transactions, helping customers understand their available options, and ensuring every deal is structured accurately and in accordance with applicable requirements.

Position details

  • Employment type: Full-time, permanent
  • Hours: 40 hours per week
  • Schedule: Evening and weekend availability required
  • Compensation: Variable commission structure
  • Reports to: General Manager

Who we are

The Jim Pattison Auto Group is part of the Jim Pattison Group, founded in 1961. Today, the automotive group operates 28 locations across Western Canada and represents 16 automotive brands.

Our success is built on strong customer relationships, operational excellence, and the dedication of our employees. We offer the opportunity to develop your career within an established automotive organization with access to training, resources, and opportunities for advancement.

Learn more about our organization: https://www.jpautogroup.com/dealership/about.htm

What you'll do

As a Financial Services Advisor, you will support customers from the negotiation stage through financing and final vehicle delivery. Your responsibilities will include:

  • Guide customers through financing and leasing arrangements, explaining available options, terms, and payment structures in a clear and professional manner.
  • Prepare and structure finance and lease agreements in accordance with lender requirements and dealership policies.
  • Present relevant vehicle protection products, extended warranties, and other available financial and insurance-related offerings.
  • Work with lenders, sales representatives, and dealership management to obtain financing approvals and complete transactions efficiently.
  • Review contracts and supporting documents for accuracy, completeness, and compliance before submission.
  • Maintain organized customer files, transaction records, and deal information in dealership systems.
  • Coordinate with sales and delivery teams to ensure customers experience a smooth transition from purchase to vehicle delivery.
  • Develop productive relationships with lending partners and stay informed about financing programs, lender requirements, and rate changes.
  • Maintain current knowledge of applicable regulations, product offerings, and dealership procedures.
  • Contribute to dealership performance through responsible product presentation, effective deal structuring, and a consistently high standard of customer service.

What you'll bring

We are looking for someone who combines financial awareness with a strong customer service mindset.

Qualifications and experience

  • Approximately 3–5 years of experience in financial services, automotive finance, banking, or a related advisory role.
  • High school diploma or equivalent.
  • Ability to obtain the required Vehicle Sales Authority (VSA) licence.
  • Previous automotive finance or dealership sales experience is an asset.
  • Familiarity with financing concepts, lending processes, and vehicle protection products, or the ability to develop this knowledge through training.

Skills and attributes

  • Strong communication skills and the ability to explain financial information in an accessible, straightforward manner.
  • Excellent attention to detail when reviewing contracts, financial information, and customer documentation.
  • Strong organization and the ability to manage multiple transactions in a fast-paced environment.
  • A professional, ethical, and compliance-focused approach to financial discussions and product recommendations.
  • Confidence building customer relationships and establishing trust throughout the purchase process.
  • Comfort using digital platforms, customer relationship management (CRM) tools, and dealership software.
  • A collaborative approach when working with customers, sales teams, management, and external lending partners.
  • A dependable work ethic, adaptability, and willingness to learn.

What we offer

Joining Campus Auto Group means becoming part of an established organization that supports employee development and recognizes strong performance.

Our offerings include:

  • Commission-based compensation with bonus opportunities.
  • Access to premium automotive products and a high-volume dealership environment.
  • Manufacturer-led and internal training to support your professional development.
  • Opportunities for career progression within the Jim Pattison Auto Group.
  • A comprehensive employee benefits package.
  • Access to vendor promotions and employee purchase programs.
  • Employee recognition initiatives.
  • A supportive team environment focused on collaboration and customer satisfaction.

Ready to take the next step?

If you enjoy helping customers make informed financial decisions and want to develop your career in automotive financial services, we encourage you to apply with your resume.

Explore additional opportunities with us: https://www.jpautogroup.com/careers/

Pre-employment requirements

The successful candidate will be required to provide a satisfactory driver's abstract and complete criminal record and credit checks.

We appreciate the interest of all applicants; however, only candidates selected for further consideration will be contacted.

The Jim Pattison Auto Group is an equal opportunity employer committed to maintaining an inclusive and accessible workplace. We welcome applicants from diverse backgrounds and experiences. If you require accommodation during the recruitment process, please contact careers@jpautogroup.com.

More about this job

Responsibilities

The Financial Services Advisor guides customers through vehicle financing, leasing, and protection product options while ensuring all transactions are structured accurately. They also coordinate with sales teams and lenders to complete deals efficiently while maintaining compliance with dealership policies.

Requirements

Candidates should have 3–5 years of experience in financial services or automotive finance and possess a high school diploma. The role requires strong communication skills, attention to detail, and the ability to obtain a Vehicle Sales Authority (VSA) licence.

Skills

  • Financial services
  • Automotive finance
  • Customer service
  • Contract review
  • Financial accuracy
  • Communication skills
  • Deal structuring
  • Lending processes
  • Vehicle protection products
  • CRM tools
  • Attention to detail
  • Relationship management
  • Compliance
  • Negotiation
  • Organization

Benefits

  • Employee benefits package
  • Vendor promotions
  • Employee purchase programs
  • Employee recognition initiatives
  • Training and professional development

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support
  • Retail
  • Administrative

Keywords

  • Financial Services Advisor
  • Automotive Finance
  • Dealership
  • Financing
  • Leasing
  • Vehicle Protection
  • Extended Warranties
  • Lender Requirements
  • Contract Compliance
  • CRM
  • Transaction Records
  • VSA Licence
  • Sales
  • Banking
  • Financial Accuracy
  • Deal Structuring
  • Professionalism
  • Customer Experience
  • Inventory Management

Report this job