Solicité el puesto a través de un captador. El proceso duró 2 días. Acudí a una entrevista en BMO Financial Group en abr 2011
Entrevista
Received an email from recruiter who set up phone interview that lasted about 45 minutes. Lots of behavioural type questions. Next a 1:1 at a branch with the Manager. Spent lots of time talking about winning and having the best sales team. Did a role play. Not really sure the interviewer had completely read my resume. Very focused on sales as opposed to financial planning. Interview lasted about an hour. Talked to a planner in the branch. He described it as almost a transaction processing type of position. Apparently it was a very well paying position. Interviewer informed me I did not have the sales background for the position. Interesting process and interview. The next day the recruiter called me back and told me my resume had been sent on to the private banking group. We will see how that goes. Seems like a good company to work for but they seem hesitant to accept candidates without a banking background.
Preguntas de entrevista [1]
Pregunta 1
Role play. You were successful in getting the position. You have noticed that a long time client has had $200,000 sitting in a savings account for quite awhile. The client has not been contacted in a long while. What would you do?
Envié una solicitud electrónica. El proceso duró 3 semanas. Acudí a una entrevista en BMO Financial Group (Saskatoon, SK) en jul 2025
Entrevista
Talent Recruiter reaches out by email, schedule a call, you interview with them. Then you interview with the FP Team Lead, then with the Branch Manager at the office you will work in
Preguntas de entrevista [1]
Pregunta 1
, how would you handle fluctuation in investment concerns
Envié una solicitud electrónica. El proceso duró 4 semanas. Acudí a una entrevista en BMO Financial Group
Entrevista
Phone call with recruiter for screening then one in person interview with hiring manager. Some role play questions and mostly about how you would manage a book and prospecting new clients.
Preguntas de entrevista [1]
Pregunta 1
What would you say to a customer asking about why the markets are dropping?
Applied through LinkedIn, got interview next day
Somewhat easy interview with Standard questions
No panel or recruiter contact prior, no assessments needed after
I was directly hired by my manager. No salary negotiation as a large portion of income comes from commission and growth
The interviewer is professional and accommodating
Overall great experience
