TCFCA 学习空间
TCFCA 学习空间
Financial sales representatives
金融销售代表向个人和企业销售基本存款、投资和贷款产品及服务。他们在银行、信用合作社、信托公司和类似的金融机构工作。
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.
中文内容为本站机器翻译，未经加拿大政府审核；申请与职业匹配请以英文原文为准。
开设新的个人和非个人账户，并提供自动银行机、电话银行和网上银行服务
Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
面试个人贷款、抵押贷款、学生贷款和商业贷款申请人
Interview applicants for personal, mortgage, student and business loans
促进存款、投资、信贷产品和服务的销售
Promote the sale of deposit, investment, credit and loan products and services
通过提出解决方案来协助客户实现财务目标，例如业务扩张、债务管理、投资和其他财务目标
Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
研究和评估贷款申请人的财务状况、背景、信用和偿还贷款的能力
Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
完整的信用和贷款文件
Complete credit and loan documentation
向分行或信贷经理提交信贷和贷款申请，并提出批准或拒绝的建议；或在授权范围内批准或拒绝申请，确保机构的信用标准得到尊重
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
准备拖欠账户报表，并将不可调和的账户转发给收款人采取行动
Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
审查和更新信用和贷款文件
Review and update credit and loan files
担任现金和证券的联合托管人。
Act as joint custodian for cash and securities.
通常需要完成中学教育和丰富的一般银行经验。
Completion of secondary school and extensive general banking experience is usually required.
可能需要与商业或经济相关的学士学位或大专文凭。
A bachelor's degree or college diploma related to commerce or economics may be required.
通常需要共同基金许可证。
A mutual funds licence is usually required.
通常需要注册与就业省或地区的证券监管机构合作。
Registration with the securities regulatory authority in the province or territory of employment is usually required.
通常需要完成为期六至十二个月的贷款或信贷培训计划。
Completion of a loan or credit training program, ranging from six to twelve months, is usually required.
加拿大证券协会提供各种培训计划和课程，雇主可能会要求这些计划和课程。
Various training programs and courses are offered by the Canadian Securities Institute and may be required by employers.
销售受监管金融产品和投资的金融服务官员必须获得适当管理机构的许可。
Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.
随着经验的积累，可以晋升到更高水平的财务规划和财富管理。
Progression to higher levels of financial planning and wealth management is possible with experience.
随着经验的积累，可以晋升到信贷和贷款管理职位。
Progression to credit and loan management positions is possible with experience.
债务顾问
debt counsellor
银行、保险和其他金融职员（见14201银行、保险和其他金融职员）
Banking, insurance and other financial clerks (See 14201 Banking, insurance and other financial clerks)
客户服务代表 - 金融机构（见 64400 客户服务代表 - 金融机构）
Customer services representatives - financial institutions (See 64400 Customer services representatives - financial institutions)
贷款和信贷经理 - 银行或信托公司（参见 10021 银行、信贷和其他投资经理）
Loan and credit manager - banking or trust company (See 10021 Banking, credit and other investment managers)
其他财务官员（见11109其他财务官员）
Other financial officers (See 11109 Other financial officers)
Source: Statistics Canada, National Occupational Classification (NOC) 2021 Version 1.0, September 28, 2021. Reproduced and distributed on an "as is" basis with the permission of Statistics Canada.
Statistics Canada CSV 不标注 individual essential duties。 本站不会把某一行自动编造成 essential duty，具体分类仍需用户或专业人士核对。