NOC 63102 · TEER 3

金融产品销售代表

Financial sales representatives

所属大类：销售与服务职业（Occupations in sales and services）

该职业可能涉及省级执照或认证要求，请以所在省监管机构信息为准。

这个职业做什么

Financial sales representatives sell basic deposit, investment and loan products and services to individuals and businesses. They work in banks, credit unions, trust companies and similar financial institutions.

雇主常用头衔（点击直达在招职位）

去看在招职位（跳转外部网站）：Job Bank LinkedIn Indeed

各省薪资范围

地区	低	中位	高
全国	$21.00/时	$31.88/时	$53.85/时
阿省 AB	$20.00/时	$32.67/时	$57.69/时
BC 省	$22.50/时	$34.46/时	$52.88/时
曼省 MB	$18.00/时	$28.85/时	$42.74/时
新不伦瑞克 NB	$18.00/时	$28.21/时	$45.67/时
纽芬兰 NL	$16.00/时	$28.21/时	$51.28/时
新斯科舍 NS	$17.77/时	$25.64/时	$48.08/时
安省 ON	$20.00/时	$31.79/时	$56.41/时
爱德华王子岛 PE	$18.00/时	$28.21/时	$45.67/时
魁省 QC	$22.00/时	$31.55/时	$53.85/时
萨省 SK	$18.41/时	$30.77/时	$50.38/时

来源：Job Bank / ESDC 公开数据 · 截至 2025-11-19

主要职责

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.

雇佣要求

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.
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 Canadian Securities Institute 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.

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