Size of book of business that I managed, types of accounts. Very focused on being a strategic partner.
Financial Manager Interview Questions
1,175 financial manager interview questions shared by candidates
First Interview: Why TD? What about this role interested you? Second Interview: What is your experience with transaction monitoring/screening vs client monitoring/screening? What is your experience starting up a new team? Several questions about improving QA/QC aspects of team procedures and models.
mostly social and situational questions. Not so much product or procedure knowledge. They wanted to know how I would be able to improve the performance of my business unit and can I be an effective team leader.
What would you do to increase sales?
what is your previous sales experience and have you ever had a sales job with specified targets
why work at BMO
Would you be ready to move to Toronto or Montreal?
Role play: a csr makes you a referral how do you decide what to offer to client, if a client wants to make an investment what kind of questions would you ask...
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...
They were interested in my previous sales experience - it helps to have a handful of stories about how you succeeded in making difficult sales Describe my style of leadership, what are some of my leadership weaknesses? List three skills I can bring to this job
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