Senior financial advisor Interview Questions


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Province of Nova Scotia
Senior Financial Advisor was asked...3 October 2018

Work History

2 Answers

Narrated the experience

I was working as Area sales manager in Insurance sector which deals with Life insurance and health insurance. Here i have financial advisors working under me and i trained them and help them to achieve their goal. with their goal i also got my goal. Less

BMO Financial Group

How did you help a difficult customer?

1 Answers

Quite well. Used my previous experience

Edelman Financial Engines

How do you differentiate yourself from other advisors

1 Answers

Based on prior exp.


What do you know what financial planning?

1 Answers

From the Individual Perspective: Its a system and process of evaluating present situations and circumstances; income levels and expenses - both real and perceived, in the light of desired future objectives / goals and developing a realistic/practicable map of achievement. For the Organisation: It is the roadmap / the combination of the various resources of the organisation - human and material on the investment terrain with a strategy that takes cognizance of external factors of risk and return potentials in a bid realise the most desired outcome. Less


Mostly about my previous experiences, how I see the industry and what approach I take when planning and communicating with a client.

1 Answers

In depths, with multiple examples and reasoning why one thing worked and another didn't. Less


How would you address a customer walking into the branch?

1 Answers

smile, use first name, ask how you can be of service to them

Dell Technologies

Why do you want to work here?

1 Answers



how i dealt with an objection from my client

1 Answers

i showed empathy and started to talk about the benefits of our products and suggested another solution which is suitable for the client Less


Situational interview questions, they really grill you at the very end. What is your greatest weakness, and then they really drill down after you tell them like you answered it the wrong way.

1 Answers

Told the truth: I get impatient when computers/technology shuts down while I'm helping a client. Less


What is your salary expectation

1 Answers

How do you get new clients from other fi

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