Financial sales representatives sell basic deposit, investment and loan products and services to individuals and businesses.

• 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 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.