Current jobs related to Financial Services Manager - Surrey - The Jim Pattison Auto Group
-
Senior Financial Services Professional
1 week ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will have a strong understanding of investment, deposit, and complex lending services, and be able to identify member life stage cycles and provide tailored solutions to meet their...
-
Senior Financial Services Professional
1 week ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will have a strong understanding of investment, deposit, and complex lending services, and be able to identify member life stage cycles and provide tailored solutions to meet their...
-
Senior Financial Services Professional
10 hours ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Build strong relationships with current and potential members, identifying their financial needs and...
-
Senior Financial Services Professional
13 hours ago
Surrey, British Columbia, Canada Envision Financial Full timeSenior Financial Advisor RoleWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Build strong relationships with current and potential members, identifying their financial needs and...
-
Senior Financial Services Professional
2 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key ResponsibilitiesMember Service: Build strong...
-
Senior Financial Services Professional
3 weeks ago
Surrey, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Envision Financial. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key ResponsibilitiesMember Service: Build strong...
-
Financial Services Advisor
4 weeks ago
Surrey, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial Group G&F Financial Group, a leading financial institution in British Columbia, is dedicated to empowering individuals and businesses to achieve their financial goals. With a rich history of serving communities across the province, we offer a comprehensive range of personal and commercial banking solutions, investment services, and...
-
Financial Clerk
3 weeks ago
Surrey, British Columbia, Canada SENSIBLE INSURANCE & FINANCIAL SERVICES LTD. Full timeJob SummaryWe are seeking a highly skilled Bookkeeper to join our team at Sensible Insurance & Financial Services Ltd. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record KeepingAccurately record and...
-
Financial Services Advisor
3 weeks ago
Surrey, British Columbia, Canada Western Financial Group Full timeAbout the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will play a key role in providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide quotes and sell new policies to customers, building...
-
Financial Services Advisor
2 weeks ago
Surrey, British Columbia, Canada Western Financial Group Full timeAbout the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will play a key role in providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide quotes and sell new policies to customers, building...
-
Financial Manager
12 hours ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeJob Title: Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc.Job SummaryThe Financial Manager will be responsible for planning and controlling budget and expenditures, designing and managing investment strategies, and monitoring financial control systems.Key...
-
Financial Manager
9 hours ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeJob Title: Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc.Job SummaryThe Financial Manager will be responsible for planning and controlling budget and expenditures, designing and managing investment strategies, and monitoring financial control systems.Key...
-
Financial Manager
2 weeks ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring that all financial activities are conducted in a transparent and compliant manner.Key ResponsibilitiesFinancial Planning and...
-
Financial Manager
2 weeks ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring that all financial activities are conducted in a transparent and compliant manner.Key ResponsibilitiesFinancial Planning and...
-
Financial Manager
3 weeks ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc. As a key member of our organization, you will be responsible for overseeing the financial aspects of our business.Key ResponsibilitiesFinancial Planning and ControlDevelop and implement comprehensive financial plans to ensure the...
-
Financial Manager
4 days ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeJob Title: Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc.Key Responsibilities:Plan and control budget and expenditures to ensure efficient use of resources.Design and manage investment strategies to maximize returns.Monitor financial control systems to identify areas for...
-
Financial Manager
4 days ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeJob Title: Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc.Key Responsibilities:Plan and control budget and expenditures to ensure efficient use of resources.Design and manage investment strategies to maximize returns.Monitor financial control systems to identify areas for...
-
Customer Service Representative
4 weeks ago
Surrey, Canada Alpha Financial Services. Full timeThis is a customer service rep position in the financial field. Duties and responsibilities include: Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial...
-
Financial Manager
2 weeks ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring accurate financial reporting, and making informed financial decisions.Key ResponsibilitiesFinancial Planning and AnalysisDevelop...
-
Financial Manager
2 weeks ago
Surrey, British Columbia, Canada Maple Quality Professional Services Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Manager to join our team at Maple Quality Professional Services Inc. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring accurate financial reporting, and making informed financial decisions.Key ResponsibilitiesFinancial Planning and AnalysisDevelop...
Financial Services Manager
4 months ago
The Jim Pattison Auto Group has 28 locations and 16 brands in Western Canada. We are continually expanding and acquiring new locations and brands while improving our market share.
The Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and personal development within our company. We are looking for individuals who can contribute to our business operations today and our future growth. We encourage those with the required experience and interest to apply.
Jim Pattison Toyota Surrey has a new opportunity for a Financial Services Manager to join our team
Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As a Financial Services Advisor you must be self-motivated, high energy, dynamic and results-oriented with a proven track record of sales and excellence in customer satisfaction.
**Responsibilities**:
Our Financial Services Advisor is responsible for offering a consultative, customer-focused approach to vehicle financing and leasing by performing the following duties:
- Generating additional income for the dealership by selling financing and insurance programs, and other appropriate after-sales products, to purchasers of new and used vehicles.
- Completing all paperwork and arranges for delivery and registration of the vehicle.
- Assisting the Sales Manager with customer issues.
- Attending/completing required training and department meetings as required.
- Keeping abreast of the manufacturer’s current finance and leasing programs and promotions and those of the banking institutions.
- Providing the sales team and Sales Managers with up-to-date information on financing and leasing programs, on an ongoing basis.
- Providing the sales team with training on the advantages of financing, insurance and extended warranty programs, as well as how to prepare customers for the services provided by the Financial Services Advisor.
**Education and Experience**:
- Accomplished Financial Services/Business Manager experience, preferably in import automotive products.
- Minimum 5 years of customer service experience in a sales capacity.
- High school diploma or equivalent required.
- VSA Certification required.
**Technical Skills**:
- Proficient in vehicle-sales software such as 180, DealerTrack, and/or DealerMine.
- Advanced proficiency in Microsoft Office Suite.
- Demonstrate a high degree of accuracy, sound business judgment and attention to detail.
- Ability to identify and resolve issues effectively and efficiently.
- Knowledge of rules surrounding confidentiality, information governance and data protection.
- Excellent organizational and realistic time management skills.
- Ability to work well in a team and on own initiative.
- Confident working under pressure and able to prioritize work for self and others.
- Clear, concise and professional written and verbal communication skills.
- Ability to deal diplomatically with client queries/concerns and diffuse potentially difficult situations.
- Driver’s license in good standing and clean driver’s abstract required.
We thank all applicants; only those selected for an interview will be contacted.
