Automotive Financial Services - Surrey

The Jim Pattison Auto Group • Surrey, BC

19h • Onsite

About The Position

Jim Pattison Auto Group is seeking an energetic, driven, tech savvy, and personable individual to join our sales team as a Financial Services Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for you! This is a full-time, permanent role of 40 hours per week. Including evenings and weekends. As a Financial Services Advisor, you will be responsible for guiding customers through the final stages of the vehicle purchase process, ensuring a seamless, transparent, and premium experience aligned with the OEM brand.

Requirements

• Dealership business office experience is required
• High school diploma or equivalent required
• Ability to obtain a VSA license
• Strong understanding of financial concepts or willingness to learn finance and insurance products
• Excellent communication and interpersonal skills with a customer-focused mindset
• High level of accuracy and attention to detail, especially with legal and financial documentation
• Strong organizational and multitasking abilities in a fast-paced environment
• Professional, ethical, and compliance-focused approach to customer interactions
• Ability to build rapport and trust while explaining complex information clearly
• Comfortable working with digital systems, CRM tools, and dealership software
• Availability to work flexible hours, including evenings and weekends, based on dealership needs
• This role requires successful candidates to submit a satisfactory Driver’s Abstract, Criminal Record, and Credit Check.

Nice To Haves

• Previous experience in automotive finance or sales is preferred
• Strong work ethic, positive attitude, and willingness to learn and grow within a dealership environment

Responsibilities

• Welcome and assist customers in a professional and supportive manner during the finance and delivery process, both in-store and through follow-ups as needed
• Review vehicle purchase agreements and clearly explain financing, leasing, and payment options
• Present and structure finance and lease contracts in accordance with lender and dealership guidelines
• Offer and explain additional protection products such as extended warranties, insurance products, and vehicle protection packages
• Work closely with the sales team, management, and lending institutions to secure approvals and finalize deals efficiently
• Ensure all documentation is completed accurately, compliant, and submitted in a timely manner
• Maintain up-to-date records and deal documentation within dealership systems and CRM tools
• Coordinate with sales and delivery teams to ensure a smooth and organized vehicle delivery experience
• Build strong relationships with financial institutions and stay current on lending programs and rate changes
• Maintain a high level of product knowledge related to financing, insurance products, and regulatory requirements
• Contribute to a professional, team-oriented environment focused on customer satisfaction and compliance

Benefits

• Comprehensive benefits package
• Career growth opportunities within a large and well-established automotive group
• Manufacturer and in-house training are provided
• Exclusive access to vendor promotions, offers and purchase programs
• Recognition and rewards program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED