Financial Advisor (Heavy-Duty Truck Financing)

Laval, QC
On-site
Posted Nov 6, 2026
1 position

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Employment type: Full-time
Minimum education: Professional degree
Posting language: English
Working hours: 40 hours per week

Job summary

The Financial Advisor will develop a network of clients and business partners to generate new financing opportunities for heavy-duty trucks and equipment. They are responsible for assessing client needs, negotiating terms with financial institutions, and ensuring transaction compliance while meeting profitability targets.

Job details

At Excellence Peterbilt, our success is driven by our people. Join us and be part of our success! Financial Advisor (Heavy-Duty Truck Financing) Do you have expertise in financing and a strong interest in business development? Are you a skilled negotiator with the ability to build lasting business relationships? Excellence Peterbilt is looking for a Financial Advisor to contribute to the growth of its heavy-duty truck and equipment financing operations. Reporting to the CFO, you will be responsible for developing a network of clients and business partners while offering financing solutions tailored to their specific needs. This position offers the opportunity to leverage your financial expertise, business acumen, and interpersonal skills in an environment where autonomy and business development play a key role. Compensation: Base salary + commissions, with guaranteed compensation for the first 12 months. Work Schedule: Day shift, 40 hours/week Work Location: Laval, Montréal, or Trois-Rivières What We Offer: Telemedicine services, with access to a doctor 24/7; Health and dental insurance; Life and travel insurance, short-term and long-term disability coverage; Employee Assistance Program (EAP); Group RRSP with employer contributions; Sick and family leave; Time off during the holiday season; An experienced team and a collaborative work environment. Additional Benefits: Employee recognition program; Sabbatical leave policy; Tuition reimbursement; Employee referral bonus; Professional development and career advancement opportunities. Your Key Responsibilities: Develop and maintain a network of clients and business partners to generate new financing opportunities; Assess clients' financial needs and recommend tailored financing solutions for the purchase of new or used heavy-duty trucks and equipment; Negotiate financing terms with financial institutions and manage applications through to the disbursement of funds; Collaborate with new truck sales representatives to facilitate financing approvals; Contribute to achieving business development, financing volume, and profitability targets; Ensure transaction compliance, maintain accurate and complete records, and build lasting business relationships with clients and financial partners. Required Experience, Education, and Skills: Completion of Finance and Insurance (F&I) training; Relevant experience in the financial sector; knowledge of the heavy-duty truck industry is considered an asset; Excellent negotiation and business development skills; Ability to analyze clients' financial situations and evaluate various financing options; Strong interpersonal skills and a customer-focused approach; Ability to work independently, take initiative, and demonstrate excellent organizational skills; Ability to manage multiple files simultaneously and perform effectively under pressure; Strong attention to detail, integrity, discretion, and professionalism; Proficiency in both French and English, written and spoken; Proficiency with computer applications and Microsoft Office Suite. Are you ready to put your financial expertise and business development skills to work while contributing to the growth of a well-established company in the heavy-duty truck industry? Apply today! Our mission To deliver a unique experience and create tailored solutions for our customers. Our values Respect / Relation / Accountability / Acknowledgement / Riguor / Results Your talent belongs here. Join the Excellence Peterbilt team!

What you’ll do

Requirements

Candidates must have completed Finance and Insurance (F&I) training and possess relevant experience in the financial sector. Proficiency in both English and French, along with strong negotiation and analytical skills, is required for this role.