Financial Services Advisor - CAG

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.

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

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:

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.

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

• 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.

• 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.

Joining Campus Auto Group means becoming part of an established…