Financial planner Interview Questions | Glassdoor.ca

Financial planner Interview Questions

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financial planner interview questions shared by candidates

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Walk me through resume

1 Answer

I walked him through my resume

Why do you see yourself as the best fit for this position?

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the qualifications and time commitment were outlined and I had to fulfill the requirements

1 Answer

why did you leave your previous employer?

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do you have your PFP?

1 Answer

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?

1 Answer

I was asked my career goals, what experience I had in the mutual funds business, or financial planning.

1 Answer

The behavioural computer questions were odd but they usually are.

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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.

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