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NOC 63102: Financial sales representatives
NOC 63102 is a TEER 3 occupation. It counts as skilled work for Express Entry under FSW and CEC. It is not on any 2026 category list, so candidates compete in general and program rounds.
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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.
Job titles filed under this code
Official example titles
- credit officer
- financial services officer
- financial services representative
- loan officer
- mortgage officer
- sales associate - personal banking
Also included: debt counsellor
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Main duties
This group performs some or all of the following duties:
- 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.
What this code means for Express Entry
TEER 0–3 work counts toward the Federal Skilled Worker Program.
One year of this work in Canada can qualify for the Canadian Experience Class.
Not in a Federal Skilled Trades group.
CRS points from November 3, 2026
NOC 63102 is not on IRCC's high-wage occupations list. From November 3, 2026, Canadian work in it earns only the work-length points, and a job offer in it adds no CRS points (it can still count for program eligibility).
IRCC high-wage list (list from 2023 to 2025 wage data, read 2026-10-16) · CRS calculator with the new rules
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Employment requirements
- 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.
Good to know
- Progression to higher levels of financial planning and wealth management is possible with experience.
- Progression to credit and loan management positions is possible with experience.