Financial Services Advisor

3 weeks ago


Winnipeg, Canada Crown Auto Group Full time

We currently have an opportunity for a Finance Services Manager to join our Crown Honda team. We are a Winnipeg-based family-owned organization that believes in a collaborative and accountable culture.

We offer a competitive salary as well as a competitive benefits package with a continual process and product training to our employees.

Responsibilities/Abilities

The Financial Services Manager is:

- Accountable for all activities related to vehicle sales in the dealership maintaining profit margins, meeting established targets, and maintain high levels of customer satisfaction
- Accountable to successfully complete all assigned sales and F&I training courses
- Able to work directly with customers to complete sales and finance transactions according to Company and Lender policies, procedures, and best practices
- Able to conducting a thorough credit interview process and liaising with lenders
- Able to obtain and review Credit Bureau’s with the customer(s) / applicant(s)
- Able to develop creative solutions for approvals including deal structure;
- Accountable to monitor lending portals (with respect to credit decisions)
- Responsible to offer and provide asset and financial protection products i.e. extended warranties, GAP insurance, life insurance, accident, and health, etc.
- Able for meeting established K.P.I.s (Key Performance Indicators) of the Financial Service Manager
- Responsible to collect all lender required supporting documentation
- Responsible to complete all required documentation to complete the vehicle sale (cash or finance)
- Accountable, upon completion of sales and financing agreements, submit documentation to lenders for funding
- Must monitor contracts in transit daily to ensure all deals are funded within 24 hours
- Responsible to address and resolve customer concerns and complaints (escalating to management when appropriate)
- Responsible to maintain positive relationships with Management, team members, other departments, lenders, and third parties while adhering to Company and Lender policies, procedures and best practices
- Other duties may be assigned as required

**Requirements**:

- Financial services experience an asset, but not required
- Minimum of two years’ experience in automotive sales or finance
- Proven track record of success (meeting or exceeding established targets)
- Ability to work in a fast-paced environment, individually and as part of a team
- Ability to interpret the information provided by the Credit Bureau and assess risk
- Excellent verbal and written communication skills
- Strong organizational and time management skills
- Proven conflict resolution and negotiation skills
- Proven track record of building and maintaining strong relationships
- Excellent work ethic and integrity
- Flexible and adaptable, able to change priorities quickly and innovative thinking within the framework of Company policies, procedures and best practices
- Demonstrate characteristics that meet the CROWN Auto Group’s CARMA Values: Collaborate, Accountable, Relationship-focused, Motivated, Attitude.
- Other languages spoken considered an asset

CROWN AUTO GROUP is an equal opportunity employer We are looking for people from various ethnicities, backgrounds and experiences to join our workplace



  • Winnipeg, Canada Caisse Financial Group Full time

    _**Your next jobyour new joie de vivre**_ Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position in Winnipeg (Provencher Branch) **MEMBER SERVICE ADVISOR** (Full-time, permanent) **More about the position** The Member Service Advisor (MSA) creates and...

  • Financial Advisor

    2 weeks ago


    WINNIPEG, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Financial Advisor

    2 weeks ago


    Winnipeg, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Financial Advisor

    2 weeks ago


    Winnipeg, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Financial Advisor

    3 weeks ago


    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Winnipeg, MB time type Full time posted on Posted 5 Days Ago job requisition id 2408319 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    4 weeks ago


    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Winnipeg, MB time type Full time posted on Posted 5 Days Ago job requisition id 2408319 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    3 weeks ago


    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Winnipeg, MB time type Full time posted on Posted 5 Days Ago job requisition id 2408319 We’re building a relationship-oriented bank for the modern world. We need talented,...


  • Winnipeg, MB, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2408842 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we...


  • Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Winnipeg, Canada Belgian-Alliance Credit Union Full time

    **Member Service Advisor** Belgian-Alliance Credit Union Full Time - Permanent - **Come work where you can make a difference **_ **The Opportunity** For over 75 years, the Belgian-Alliance Credit Union (BACU) has taken immense pride in delivering quality financial services to over 5,000 member owners. With three branches in Winnipeg and open to all, BACU...

  • Financial Advisor

    4 weeks ago


    Winnipeg, Canada Assiniboine Credit Union Full time

    **Role Overview**: Reporting to the Branch Manager, the Financial Advisor is primarily responsible for building and maintaining member relationships through advising on the full range financial products, services and investment vehicles including mutual funds. The Financial Advisor champions the credit union’s advice and service oriented culture and builds...


  • Winnipeg, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWe are hiring Advisors for multiple positions located in Winnipeg.The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including extended hours, and Saturdays) as required.What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships...

  • Sr. Financial Advisor

    3 weeks ago


    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Sr. Financial Advisor

    2 weeks ago


    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Sr. Financial Advisor

    2 weeks ago


    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...


  • Winnipeg, Canada Community Financial Counselling Services Full time

    **Title: Financial Counsellor** Community Financial Counselling Services (CFCS) is a non-profit United Way Agency that provides counselling to Manitobans who are experiencing difficulty and/or barriers to service. CFCS utilizes a Financial Empowerment model of poverty reduction in providing coaching, counselling, financial literacy/counselling, tax...

  • Financial Advisor

    3 days ago


    Winnipeg, Canada Assiniboine Credit Union Full time

    **Role Overview**: Reporting to the Branch Manager, the Financial Advisor is primarily responsible for building and maintaining member relationships through advising on the full range financial products, services and investment vehicles including mutual funds. The Financial Advisor champions the credit union’s advice and service oriented culture and builds...


  • Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are...