NOC 6235 – Financial sales representatives

 

  • adviser, loans
  • agent, loans
  • analyst, credit
  • analyst, loans
  • banking accounts officer
  • commercial banking accounts officer
  • consumer credit officer
  • consumer loans officer
  • counsellor, loans
  • credit analyst
  • credit investigation officer
  • credit investigator
  • credit officer
  • financial sales and service officer
  • financial sales and service supervisor
  • financial services officer
  • financial services representative
  • lending services officer
  • lending services trainee
  • loan inspector
  • loan officer
  • loans adviser
  • loans agent
  • loans analyst
  • loans counsellor
  • loans supervisor
  • merchant services specialist – financial
  • mortgage consultant
  • mortgage loans consultant
  • mortgage loans officer
  • mortgage officer
  • officer, banking accounts
  • officer, credit
  • officer, loans
  • officer, mortgage loans
  • personal banker
  • personal banking accounts officer
  • personal banking representative
  • personal financial services associate
  • personal financial services officer
  • personal loans officer
  • sales associate – personal banking
  • sales officer – financial
  • senior loans officer
  • student loans officer

Job Duties

Financial sales representatives perform some or all of the following duties:

  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Interview applicants for personal, mortgage, student and business loans
  • Promote the sale of deposit, investment, credit and loan products and services
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Research and evaluate loan applicant’s financial status, references, credit and ability to repay the loan
  • Complete credit and loan documentation
  • Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected
  • Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
  • Review and update credit and loan files
  • Act as joint custodian for cash and securities.

Employment Requirements

  • Completion of secondary school and extensive general banking experience is usually required.
  • A bachelor’s degree or college diploma related to commerce or economics may be required.
  • A mutual funds license is usually required.
  • Registration with the securities regulatory authority in the province or territory of employment is usually required.
  • Completion of a loan or credit training program, ranging from six to twelve months, is usually required.
  • Various training programs and courses are offered by the Institute of Canadian Bankers and may be required by employers.
  • Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.

Additional Information

  • Progression to higher levels of financial planning and wealth management is possible with experience.
  • Progression to credit and loan management positions is possible with experience.

Exclusions

  • Credit and loan managers (in 0122 Banking, credit and other investment managers)
  • Customer services representatives – financial institutions (6551)
  • Banking, insurance and other financial clerks (1434)
  • Other financial officers (1114)

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