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      BMO Financial Group

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      Investment Specialist Interview

      May 30, 2026
      Anonymous interview candidate
      Toronto, ON

      Other Investment Specialist interview reviews for BMO Financial Group

      Investment Specialist Interview

      Aug 18, 2025
      Anonymous employee
      Vancouver, BC
      Accepted offer
      No offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at BMO Financial Group (Toronto, ON) in May 2026

      Interview

      It's 3 stage - digital, recruiter and hiring manager interview. They're looking for someone who's very well versed with the stock market or either have the CIRO Licensing or be ready to complete it in 5 months.

      Interview questions [1]

      Question 1

      Recruiter Interview Confirming details About experience One milestone or achievement in the career What is good customer service Similarity and Difference between rrsp and tfsa What is mer Difference between etf and mutual fund If someone have 50k,and want to invest in gic and mf what will be your approach Why you want to work with bmo Why should you hire me What do you know about investorline Technical interview What is a bond, differencr between a traditional bond and strip bond Difference between series a and series f mutual fund Ex dividend date and record date Current role and the duties but allign with your job description Mock call about fees 5 year long plan CIRO Licensing Why you want to work with bmo
      Answer question
      Positive experience
      Easy interview

      Application

      I interviewed at BMO Financial Group (Vancouver, BC)

      Interview

      2 rounds of interview , hr and manager interview, mostly behavioural questions, need relevant experience, offer after 2 days, mass hiring, multiple languages are a plus with cash bonus , background check required

      Interview questions [1]

      Question 1

      how to calculate margin rate
      Answer question

      Investment Specialist Interview

      Aug 21, 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at BMO Financial Group

      Interview

      Straight forward interview. They want to see if you have some basic investment knowledge. Ex) What is a dividend record date? Interview was conducted by one person. 25-30 mins. This was back in September of 2021

      Interview questions [1]

      Question 1

      What is a dividend record date?
      Answer question