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3,578 financial services representative interview questions shared by candidates

Let's assume I am an entrepreneur and I am considering buying the Starbucks down the street, which factors should I take into consideration? I want to know about my competition in particular; which factors pertaining to my competitors are key?
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Financial Services Analyst

Interviewed at Oliver Wyman

4★
Nov 13, 2011

Let's assume I am an entrepreneur and I am considering buying the Starbucks down the street, which factors should I take into consideration? I want to know about my competition in particular; which factors pertaining to my competitors are key?

Behaviour questions. Situational questions that put you in the shoes of Financial Services Manager. Lots of questions related to sales. General questions about your employment performance and your skills. 1. Tell me about yourself. 2. What are challenges in your current role? 3. What is a successful day in this position looks like to you? 4. Tell me when a time that you found out there might be a right product that is suitable for the client but the client didn't realize it. How did you persuade the person? 5. What are your strengths and weaknesses? 6. Why are you leaving your current company? 7. Why BMO? 8. Did you get CSC/IFIC? 9. Tell me when a time you proactively started a conversation with client and demonstrated your sales skills. 10. What will you do in a meeting with client if you are a Financial Services Manager? 11. How did you handle objections from clients? 12. Did your manager observe your behaviour when you talked to client? What was her/ his feedback? Was it helpful? Did you take it? How did you implement what you have learned? 13. What is your career plan for next 10 years? And lots of other questions...forgive me I cannot remember them all... But trust me you will be asked lots of questions and they will throw you more questions if your answer has something they are interested in...
avatar

Financial Services Manager

Interviewed at BMO Financial Group

3.8★
Aug 15, 2015

Behaviour questions. Situational questions that put you in the shoes of Financial Services Manager. Lots of questions related to sales. General questions about your employment performance and your skills. 1. Tell me about yourself. 2. What are challenges in your current role? 3. What is a successful day in this position looks like to you? 4. Tell me when a time that you found out there might be a right product that is suitable for the client but the client didn't realize it. How did you persuade the person? 5. What are your strengths and weaknesses? 6. Why are you leaving your current company? 7. Why BMO? 8. Did you get CSC/IFIC? 9. Tell me when a time you proactively started a conversation with client and demonstrated your sales skills. 10. What will you do in a meeting with client if you are a Financial Services Manager? 11. How did you handle objections from clients? 12. Did your manager observe your behaviour when you talked to client? What was her/ his feedback? Was it helpful? Did you take it? How did you implement what you have learned? 13. What is your career plan for next 10 years? And lots of other questions...forgive me I cannot remember them all... But trust me you will be asked lots of questions and they will throw you more questions if your answer has something they are interested in...

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