I received my reference letter today and I am just trying to match it to duties listed on NOC 6235 - Statistics Canada
Here is what national occupational classification says:
Main duties
Financial sales representatives perform 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.
And here is what my reference letter says:
- applying needs-based selling techniques to sell a balance of profitable products from all quadrants to meet clients' financial needs and contribute to the branch's overall growth by delivering strong gross sales volumes.
- Build and strenghten relationships with new and existing clients while meeting clients' short and long term financial needs, recommending a full range of solutions (banking, credit, investment and wealth protection) and taking into account the clients' current situation, risk profile, time horizon, and other personal factors
- Proactively establish, develop and maintain strong client relationshis through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest developments in the markets, the economy, and the investment industry
- Leverage XXX's financial planning tools to help clients understand what they need to do to reach their goals and to encourage them to act on your recommendations
Maybe it is just me, but do my responsibilities match 70-80% with NOC duties?
Futher NOC says:
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 license 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 Institute of Canadian Bankers 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.
I have my CSC, I am licensed to sell mutual funds in Ontario...
Should I reach back to HR to see if they can change the letter, or is it okay to just attached confirmation of my CSC and the registration with securities?
Here is what national occupational classification says:
Main duties
Financial sales representatives perform 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.
And here is what my reference letter says:
- applying needs-based selling techniques to sell a balance of profitable products from all quadrants to meet clients' financial needs and contribute to the branch's overall growth by delivering strong gross sales volumes.
- Build and strenghten relationships with new and existing clients while meeting clients' short and long term financial needs, recommending a full range of solutions (banking, credit, investment and wealth protection) and taking into account the clients' current situation, risk profile, time horizon, and other personal factors
- Proactively establish, develop and maintain strong client relationshis through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest developments in the markets, the economy, and the investment industry
- Leverage XXX's financial planning tools to help clients understand what they need to do to reach their goals and to encourage them to act on your recommendations
Maybe it is just me, but do my responsibilities match 70-80% with NOC duties?
Futher NOC says:
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 license 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 Institute of Canadian Bankers 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.
I have my CSC, I am licensed to sell mutual funds in Ontario...
Should I reach back to HR to see if they can change the letter, or is it okay to just attached confirmation of my CSC and the registration with securities?
