I worked as a teller at TD for about 2.5 years before accepting a job as a Financial Services Representative. A few months into the role, they started a program that changed my title from FSR to Personal Banking Associate. Now my duties pretty much remained unchanged except for one thing, I wasn't going to be selling mutual funds. I did give my Investment Funds in Canada exam and passed, but never actually received my license but my duties did include all of these (taken from the NOC website):
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 (I was ONLY doing GICs, not mutual funds) 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. -- DON'T know what this one truly means..?
BUT, under 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. - THIS is what worries me, I did give my exam but never got my license
Registration with the securities regulatory authority in the province or territory of employment is usually required. - Didn't do this either, cuz wasn't selling mutual funds.
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.
Will this affect things? If yes, how so? I work as a Social Media coordinator now but 6 months of my experience comes from my job as a banking associate.
I worked as a teller at TD for about 2.5 years before accepting a job as a Financial Services Representative. A few months into the role, they started a program that changed my title from FSR to Personal Banking Associate. Now my duties pretty much remained unchanged except for one thing, I wasn't going to be selling mutual funds. I did give my Investment Funds in Canada exam and passed, but never actually received my license but my duties did include all of these (taken from the NOC website):
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 (I was ONLY doing GICs, not mutual funds) 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. -- DON'T know what this one truly means..?
BUT, under 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. - THIS is what worries me, I did give my exam but never got my license
Registration with the securities regulatory authority in the province or territory of employment is usually required. - Didn't do this either, cuz wasn't selling mutual funds.
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.
Will this affect things? If yes, how so? I work as a Social Media coordinator now but 6 months of my experience comes from my job as a banking associate.
One more thing that I would like to point out is that Bank Teller falls under 1434 which is in the C category and does not count. You'd better try making CIC think that you are not a teller and choose a proper NOC code and job description.
One more thing that I would like to point out is that Bank Teller falls under 1434 which is in the C category and does not count. You'd better try making CIC think that you are not a teller and choose a proper NOC code and job description.
Sorry I can only see one of your replies, but to respond to this one, I'm not planning on mentioning the time as a teller in my one year experience history. It will be the time I worked as an FSR.
Sorry I can only see one of your replies, but to respond to this one, I'm not planning on mentioning the time as a teller in my one year experience history. It will be the time I worked as an FSR.
I worked as a teller at TD for about 2.5 years before accepting a job as a Financial Services Representative. A few months into the role, they started a program that changed my title from FSR to Personal Banking Associate. Now my duties pretty much remained unchanged except for one thing, I wasn't going to be selling mutual funds. I did give my Investment Funds in Canada exam and passed, but never actually received my license but my duties did include all of these (taken from the NOC website):
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 (I was ONLY doing GICs, not mutual funds) 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. -- DON'T know what this one truly means..?
BUT, under 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. - THIS is what worries me, I did give my exam but never got my license
Registration with the securities regulatory authority in the province or territory of employment is usually required. - Didn't do this either, cuz wasn't selling mutual funds.
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.
Will this affect things? If yes, how so? I work as a Social Media coordinator now but 6 months of my experience comes from my job as a banking associate.
