Financial Advisor Jobs in Westbank, BC
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Westbank, BC
Financial Services Advisor
Top Benefits
About the role
Join the Jim Pattison Auto Group as a Financial Services Advisor! If you are an ambitious, results oriented, and personable individual committed to delivering exceptional financial solutions and building lasting customer relationships, this role is perfect for you!
This role reports directly to the General Manager and operates within the Sales Department, with flexibility and autonomy in managing your daily workflow.
Why Join Us…
- Competitive commissions and bonus structures, with strong profit potential.
- Premium financial products with competitive pricing at our location.
- Unlimited opportunities for career advancement and skill development.
- Comprehensive manufacturer and in-house training programs including First Canadian and OEM training.
- Exclusive access to vendor promotions, offers, and purchase programs.
- Recognition and rewards initiatives.
- Comprehensive benefits package.
- Amazing colleagues, great working environment, and a team-building culture!
A Day in the Life…
As a Financial Services Advisor, you are responsible for structuring deals, pitching options, and ensuring timely delivery of vehicles while maintaining strong customer satisfaction.
- Review, structure, and approve finance deals while maintaining average gross targets.
- Flexibly adjust terms, rates, and deal structures to meet customer needs and dealership goals.
- Take initiative to ensure timely completion of all paperwork, washout deals, and vehicle delivery scheduling.
- Collaborate with Sales Managers, Accounting, and Fixed Operations to manage approvals, funding, and installment arrangements.
- Maintain a high CSI (Customer Satisfaction Index), ensuring paperwork, delivery explanations, and overall process meet top-tier standards.
- Monitor pending delivery lineup, weekly and monthly performance metrics, and deal profitability.
- Communicate creatively and proactively with banks, lenders, and internal departments to resolve approvals or exceptions.
What We Look For…
- Minimum 2 years of finance office experience in a Motor Vehicle Dealer environment.
- Available for a flexible schedule, including evenings and weekends as required, to support vehicle delivery timelines.
- Proficiency in DealerTrack and experience managing approvals.
- VSA license required.
- Automotive finance certification and ongoing OEM trainings are required.
- Strong communication skills and people savvy; ability to creatively navigate approvals and financing solutions.
- Highly organized, structured, and able to multi-task (e.g., managing multiple approvals and evening delivery schedules).
- Ability to maintain focus under pressure with flexible supervision.
- Results driven personality with strong analytical and problem-solving skills.
- Valid provincial driver’s license.
More About Us…
https://www.jpautogroup.com/dealership/about.htm
https://www.jimpattison.com/about/our-story/
We appreciate the interest of all applicants in this exciting opportunity. However, only those selected for an interview will be contacted directly.
Not the right fit? Search for Financial Services Advisor jobs in North Vancouver, BC
About The Jim Pattison Auto Group
Founded in 1961, The Jim Pattison Auto Group is one of the largest automotive retailers in British Columbia and Western Canada. We encompass 28 locations and proudly represent 16 automotive brands, including Toyota, Lexus, Hyundai, Audi, Volkswagen, Volvo, Subaru, Honda, Acura, Nissan, Infiniti, Chrysler, Jeep, Dodge, Ram, and Promaster, serving our customers in Vancouver, North Vancouver, Surrey, Coquitlam, Victoria, Duncan, Calgary, Edmonton, and Winnipeg.
With our dedication to customer service, The Jim Pattison Auto Group has built its success on always providing a truly remarkable experience for everyone that walks into our dealerships. As we continue to grow, we thank our customers for making us one of the most well-known and trusted names in automotive retailing. Come visit us at any of our showrooms, or visit us at our website at www.JPAutoGroup.com.