63102 – Financial sales representatives
تُنشر الأوصاف الرسمية للمهن باللغتين الإنجليزية والفرنسية فقط.
البيان الرئيسي
Financial sales representatives sell basic deposit, investment and loan products and services to individuals and businesses.
المهام الرئيسية
- 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.
متطلبات التوظيف
- Registration with the securities regulatory authority in the province or territory of employment is usually required.
- Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.
- 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.
- 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 licence is usually required.
أمثلة على المسميات الوظيفية
financial services representative · financial services officer · sales associate - personal banking · personal banker · sales officer - financial · merchant services specialist - financial · personal financial services associate · personal financial services officer · financial sales and service officer · financial sales and service supervisor · senior loans officer · student loans officer · banking accounts officer · credit analyst · loans analyst · commercial banking accounts officer · mortgage consultant · mortgage loans consultant · consumer credit officer · consumer loans officer · loans adviser · loans counsellor · credit investigation officer · credit officer · lending services officer · lending services trainee · loan inspector · loan officer · loans agent · loans supervisor · mortgage officer · mortgage loans officer · personal banking accounts officer · personal banking representative · personal loans officer · credit investigator · debt counsellor · key accounts specialist
الأجور (في الساعة)
| المقاطعة / الإقليم | منخفض | الوسيط | مرتفع |
|---|---|---|---|
| كندا | 21.00 CA$ | 31.88 CA$ | 53.85 CA$ |
| نيوفاوندلاند ولابرادور | 16.00 CA$ | 28.21 CA$ | 51.28 CA$ |
| نوفا سكوشا | 17.77 CA$ | 25.64 CA$ | 48.08 CA$ |
| نيو برونزويك | 18.00 CA$ | 28.21 CA$ | 45.67 CA$ |
| كيبك | 22.00 CA$ | 31.55 CA$ | 53.85 CA$ |
| أونتاريو | 20.00 CA$ | 31.79 CA$ | 56.41 CA$ |
| مانيتوبا | 18.00 CA$ | 28.85 CA$ | 42.74 CA$ |
| ساسكاتشوان | 18.41 CA$ | 30.77 CA$ | 50.38 CA$ |
| ألبرتا | 20.00 CA$ | 32.67 CA$ | 57.69 CA$ |
| كولومبيا البريطانية | 22.50 CA$ | 34.46 CA$ | 52.88 CA$ |
المصدر: أجور بنك الوظائف، إصدار 2025 (ESDC). المنخفض والمرتفع هما المئين العاشر والتسعون.
تفاصيل المهنة: OaSIS 2025 من ESDC، استناداً إلى NOC 2021.