Financial planner Interview Questions
financial planner interview questions shared by candidates
Top Interview Questions
Walk me through resume I walked him through my resume |
Why do you see yourself as the best fit for this position? |
the qualifications and time commitment were outlined and I had to fulfill the requirements |
why did you leave your previous employer? |
do you have your PFP? |
Lots of scenario questions like, describe a time when you helped someone out, what did you say or do to help them make their division? |
I was asked my career goals, what experience I had in the mutual funds business, or financial planning. |
The behavioural computer questions were odd but they usually are. |
all were typical interview questions |
I currently hold a PFP designation, however National Bank will only recognize the CFP designation, so I was asked if I would be willing to study for my CFP. |