NOC 63102 job description: financial services representative duties and responsibilities
- 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.
Job titles under NOC 63102
See every job title and its code in the A–Z job title index, or all TEER 3 jobs.
Is NOC 63102 eligible for Express Entry?
By TEER, yes. TEER 3 is inside the TEER 0 to 3 range that the Federal Skilled Worker Program and Canadian Experience Class accept. You still need qualifying work experience, language test results and enough CRS points to get an invitation. Category-based draws and provincial nominee programs use their own occupation lists.
| Program | TEER check | Why |
|---|---|---|
| Federal Skilled Worker | TEER qualifies | TEER 3 is within TEER 0 to 3 |
| Canadian Experience Class | TEER qualifies | TEER 3 is within TEER 0 to 3 |
| Federal Skilled Trades | Not a listed trade | Only certain trade groups qualify. Check IRCC |
| Spouse's open work permit | Not eligible | Not on IRCC's TEER 2–3 list. SOWP rules |
Category-based draws: NOC 63102 is not on any category-based selection list (checked 2026-10-16). Under NOC 2016, TEER 3 was skill level B ("NOC B").
Category-based Express Entry draws and provincial nominee programs use their own occupation lists. Check the current lists on IRCC's Express Entry page and provincial nominee page.
NOC 63102: common questions
What is NOC 63102?
NOC 63102 is the code for financial sales representatives in Canada's National Occupational Classification (NOC 2021). Its first digit, 6, is the broad category and its second digit, 3, is the TEER level. Immigration forms, job offers and LMIA applications use this five-digit code.
What TEER is NOC 63102?
NOC 63102 is TEER 3. Occupations that usually need a college program or apprenticeship of less than two years, or more than six months of on-the-job training. Under the older NOC 2016 system, TEER 3 lines up with skill level B.
Is NOC 63102 eligible for Express Entry and PR?
By TEER, yes. TEER 3 is inside the TEER 0 to 3 range that the Federal Skilled Worker Program and Canadian Experience Class accept. You still need qualifying work experience, language test results and enough CRS points to get an invitation. Category-based draws and provincial nominee programs use their own occupation lists.
Is NOC 63102 in a category-based Express Entry draw?
No. As of IRCC's list dated 2026-10-16, NOC 63102 is not in any category-based selection list (healthcare, STEM, trades, education, transport and others). You can still be invited in general and program-specific draws.
Is NOC 63102 eligible for a spousal open work permit (SOWP)?
No. For applications made since January 21, 2025, only TEER 0 and 1 jobs and a list of selected TEER 2 and 3 occupations qualify, and NOC 63102 is not on that list (IRCC page modified 2026-06-12).
What is the NOC code for a financial services representative?
Financial services representative is listed under NOC 63102, financial sales representatives. The job title alone does not decide your code: your duties should match the main duties of NOC 63102.
How do I know if NOC 63102 is my NOC code?
Compare what you actually do with the main duties listed for NOC 63102, not just your job title. IRCC expects your duties to match the lead statement and most of the main duties of the code you choose. If they fit another code better, use that one. You can paste your duties into nocfinder to see how they line up, duty by duty.
Source: ESDC NOC 2021 · IRCC program pages. Not legal advice.