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  5. Financial Sales Representatives

Exploring Trades and Occupations

Financial Sales Representatives

On this page

  • Job description
  • Advancement and mobility
  • Hourly wage
  • Job prospects for 2022-2026
  • Sectors of activity
  • Training and requirements
  • Main skills and characteristics
  • Personality profiles (RIASEC)
  • Additional information

Job description

These individuals sell various products and services (investments, loans, etc.). They work in banks, caisses, and trust companies.

Environment

  • Controlled ambient temperature

Main tasks

  • Open accounts and create access to various services (ATM, banking services, etc.).
  • Meet with loan applicants (mortgage, personal, student, etc.).
  • Promote products and services (investments, credits, loans, etc.).
  • Offer clients solutions to meet their objectives (business expansion, debt management, investments, etc.).
  • Analyze the financial situation of applicants (e.g. borrowing and repayment capacity).
  • Review, update, and submit credit and loan files.
  • Approve or reject, as appropriate, loan applications, ensuring compliance with applicable standards.
  • Prepares statements of delinquent accounts and forwards them to collection agencies.

Advancement and mobility

  • Experience leads to senior and managerial positions.

Hourly wage

The hourly wage is calculated by averaging wages from 2019 to 2021.
Minimum
$18.00
Median
$25.00
Maximum
$36.38

Job prospects for 2022-2026

sr.comparaison-region.titre

Les 2 champs de sélection ci-dessous vous permettent de comparer 2 régions. Les données des régions seront automatiquement mises à jour à la sélection. Par défaut, la province de Québec est sélectionnée pour la première région.

Job prospects for 2022-2026

Job prospects

All of Québec

Non available
Limited
Good
Very good
Good

All of Québec

Non available
Limited
Good
Very good
Non available

Total jobs for 2021

All of Québec

13,000

All of Québec

na

Gender distribution

All of Québec

Not available.
62% Female
38% Male

Not available.
  • 62% Female
  • 38% Male

Job types

All of Québec

Not available.
Full time
Part time

Not available.
  • Full time
  • Part time

Yearly wage on 2015

All of Québec

$49,000

All of Québec

Other characteristics

All of Québec

  • None

All of Québec

  • None

Sectors of activity

All of Québec

Not available.
  1. Finance
    NAICS 521, 522, 523, 526
    84% of jobs
  2. Insurance Carriers and Related Activities
    NAICS 524
    3% of jobs
  3. Wholesale Trade
    NAICS 41
    3% of jobs
  4. Business, building and other support services
    NAICS 55, 56
    2% of jobs
  5. Retail Trade
    NAICS 44, 45
    1% of jobs
  6. Others
    7% of jobs

All of Québec

Not available.
  1. Finance
    NAICS 521, 522, 523, 526
    84% of jobs
  2. Insurance Carriers and Related Activities
    NAICS 524
    3% of jobs
  3. Wholesale Trade
    NAICS 41
    3% of jobs
  4. Business, building and other support services
    NAICS 55, 56
    2% of jobs
  5. Retail Trade
    NAICS 44, 45
    1% of jobs
  6. Others
    7% of jobs