OaSIS - Skills Match search results - 63102.00 – Financial sales representatives
The Skills Match tool allows you to select an occupation and see what other occupations are similar in terms of skills and abilities.
Filter items
Broad occupational category
Training, Education, Experience and Responsibilities
Skills match value thresholds
Alphabetical listing
| OaSIS profile | Broad occupational category | Training, Education, Experience and Responsibilities | Lead statement | Similarity rating | Last modified date |
|---|---|---|---|---|---|
| 63100.00 – Insurance agents and brokers | Sales and service occupations | Occupations usually require a college diploma or apprenticeship training of less than two years; or more than six months of on-the-job training |
Insurance agents and brokers sell life, automobile, property, health and other types of insurance to individuals, businesses and public institutions. Supervisors of insurance agents are included in this unit group. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 12100.00 – Executive assistants | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Executive assistants coordinate administrative procedures, public relations activities and research and analysis functions for members of legislative assemblies, ministers, deputy ministers, corporate officials and executives, committees and boards of directors. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 12101.00 – Human resources and recruitment officers | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Human resources and recruitment officers identify and advertise job vacancies, recruit candidates, and assist in the selection and reassignment of employees. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 12104.02 – Government benefits services officers | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Government benefits services officers administer and enforce laws and regulations related to employment insurance and other government benefit services. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 41403.04 – Immigration and citizenship consultants | Occupations in education, law and social, community and government services | Occupations usually require a university degree |
Immigration and citizenship consultants conduct research, advise clients and prepare immigration, citizenship and visas applications. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 42200.01 – Paralegals | Occupations in education, law and social, community and government services | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Paralegals prepare legal documents and conduct research to assist lawyers or other professionals. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 42200.02 – Independent paralegals | Occupations in education, law and social, community and government services | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Independent paralegals provide legal services to the public as allowed by government legislation, or provide paralegal services on contract to law firms or other establishments. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 64101.00 – Sales and account representatives - wholesale trade (non-technical) | Sales and service occupations | Occupations usually require a secondary school diploma; or several weeks of on-the-job training |
Sales representatives in wholesale trade (non-technical), sell non-technical goods and services to retail, wholesale, commercial, industrial, professional and other clients domestically and internationally. Auctioneers are included in this unit group. Sales representatives in wholesale trade who are supervisors are also included in this unit group. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 11109.05 – Mortgage brokers | Business, finance and administration occupations | Occupations usually require a university degree |
Mortgage brokers provide services related to procuring mortgages. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 12203.02 – Business valuators | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Business valuators quantify the value of a business, its securities or its intangible assets. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 13200.01 – Customs brokers | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of less than two years; or more than six months of on-the-job training |
Customs brokers clear goods through customs and to their destination on behalf of importer and exporter clients. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 14202.00 – Collection clerks | Business, finance and administration occupations | Occupations usually require a secondary school diploma; or several weeks of on-the-job training |
Collection clerks collect payments on overdue accounts and bad cheques and locate debtors to make collection arrangements. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 32209.05 – Holistic nutritionists | Health occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Holistic nutritionists evaluate the overall health and wellness of clients and recommend nutritional and lifestyle adjustments to address their health issues and to support health goals. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 41201.01 – Post-secondary teaching assistants | Occupations in education, law and social, community and government services | Occupations usually require a university degree |
Post-secondary teaching assistants assist university professors, community college and CEGEP teachers and other faculty members in teaching activities at universities and colleges. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 42200.03 – Notaries public | Occupations in education, law and social, community and government services | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Notaries public administer oaths, take affidavits, sign legal documents and perform other activities according to the scope of their practice. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 42200.04 – Trademark agents | Occupations in education, law and social, community and government services | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Trademark agents advise clients on intellectual property matters. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 64310.00 – Travel counsellors | Sales and service occupations | Occupations usually require a secondary school diploma; or several weeks of on-the-job training |
Travel counsellors advise clients on travel options and tour packages, make bookings and reservations, prepare tickets and receive payment. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 64400.00 – Customer services representatives - financial institutions | Sales and service occupations | Occupations usually require a secondary school diploma; or several weeks of on-the-job training |
Customer service representatives in financial institutions process customers' financial transactions and provide information on related banking products and services. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 64409.00 – Other customer and information services representatives | Sales and service occupations | Occupations usually require a secondary school diploma; or several weeks of on-the-job training |
Other customer and information services representatives answer enquiries, provide information regarding an establishment's goods, services and policies and provide customer services such as receiving payments and processing requests for services. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 12104.01 – Excise tax revenue officers | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Excise tax revenue officers administer and enforce laws and regulations related to tax revenue. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 12202.00 – Insurance underwriters | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Insurance underwriters review and evaluate insurance applications to determine insurance risks, insurance premiums and extent of insurance coverage according to company policies. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 13200.02 – Ship brokers | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of less than two years; or more than six months of on-the-job training |
Shipbrokers buy and sell cargo space on ships and buy and sell ships, yachts and other watercraft on behalf of clients. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 41400.03 – Patent agents | Occupations in education, law and social, community and government services | Occupations usually require a university degree |
Patent agents represent inventors and companies in dealings with the Canadian Patent Office to obtain grants of patents for them, and to advise inventors and applicants on aspects of patent law. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 62023.01 – Customer service representatives supervisors - financial services | Sales and service occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Customer service representatives supervisors - financial services supervise and co-ordinate the activities of workers in the following group: Customer service representatives - financial institutions (64400). |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 62023.02 – Customer service representatives supervisors (except financial services) | Sales and service occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Customer service representatives supervisors (except financial services) supervise and co-ordinate the activities of workers in the following group: Other customer and information services representatives (64409). |
Similar |
Last modified version OaSIS 2025 Version 1.0 |