Financial sales representatives - Emploi d'avenir

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Financial sales representatives

Advise and support customers as they shop products offered by a financial institution or bank, including investment solutions, mortgages, loans and more.

Average salary22$ / hour


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.

Main tasks

  • 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.



Banking and financial transactions

More information

More information on this job on IMT onlineThis link open an external website in a new window.
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This trade is in highest demand in these regions:

  • Bas-St-Laurent
  • Saguenay–Lac-Saint-Jean
  • Capitale-Nationale
  • Estrie
  • Montréal
  • Chaudière-Appalaches
  • Laval
  • Lanaudière
  • Laurentides
  • Montérégie
  • Grande région de Québec
  • Grande région de Montréal

This site presents a selection of the best job opportunities. At the national level and in all regions, the possibilities are numerous.
To know more, see IMT onlineThis link open an external website in a new window..