NOC 1114 ” ACCOUNT MANAGER” / “FINANCIAL PLANNERS”

CanOl,
I’m a banker too, though applying under another NOC.
In my opinion, it doesn’t matter much if you provide financial planner services to individuals or to corporations/institutions. If it’s clearly stated in your reference letter that you performed tasks of financial planner – you’re fine. Ideally your role duties should match those stated for 1114 NOC.