Financial Services Advisor - Jim Pattison Subaru Victoria

The Jim Pattison Auto GroupVictoria, BC
Onsite

About The Position

Jim Pattison Subaru Victoria is seeking an energetic, driven, tech savvy, and personable individual to join our sales team as a Financial Services Advisor. This role is responsible for guiding customers through the final stages of the vehicle purchase process, ensuring a seamless, transparent, and premium experience aligned with the Subaru brand. The ideal candidate will welcome and assist customers professionally, review vehicle purchase agreements, explain financing and leasing options, and offer additional protection products. This position requires close collaboration with the sales team, management, and lending institutions, as well as meticulous attention to detail in completing and submitting all documentation accurately and compliantly. Maintaining up-to-date records, coordinating with delivery teams, building relationships with financial institutions, and staying current on lending programs are also key aspects of the role. A high level of product knowledge regarding financing and insurance, along with a commitment to a professional, team-oriented environment focused on customer satisfaction and compliance, is essential.

Requirements

  • 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
  • Strong work ethic, positive attitude, and willingness to learn and grow within a dealership environment

Nice To Haves

  • Previous experience in automotive finance or sales is preferred

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

  • Competitive compensation plan with commission and bonus opportunities
  • 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
  • Comprehensive benefits package
  • Amazing colleagues, great working environment, and a team building culture!
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