Confused. Please advise
This is what my roles and responsibilities are:
Job duties included but were not limited to the following:
• Stayed current with internal product updates and market trends to provide informed guidance and adapt
recommendations to changing client needs.
• Guided individuals and business clients through the setup of new investment accounts, ensuring access
to a full suite of investment services.
• Helped clients enroll in and navigate self-service banking options, including online platforms and mobile
services.
• Maintained joint responsibility for safeguarding client funds and investment holdings, adhering to internal
controls and compliance standards.
• Monitored accounts with outstanding balances and worked alongside credit specialists to assess options
for temporary repayment flexibility.
• Provided tailored financial guidance to support goals such as retirement planning, education savings,
and tax-efficient investing through appropriate registered solutions.
• Reviewed documentation related to margin lending, ensuring accuracy and completeness before
submission.
• Responded to client inquiries and carried out transactions promptly, ensuring a high standard of service
and resolution.
• Encouraged deeper client engagement by presenting suitable banking and investment products,
including promotional campaigns and incentive-based offerings.
What NOC can I claim this so I get my points? My consultant said I can claim this under 11102, but the title on the letter says Agent, Client Experience
Also, I am on a fixed term contract. This should still be valid right, if claimed under the right NOC?