The behavioural computer questions were odd but they usually are.
Cfp Interview Questions
523 cfp interview questions shared by candidates
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?
Very few technical questions asked of me.
Philosophy of financial planning and investments
How did you hear about Facet?
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.
Do you think a role like this would be a fit for you?
What is your compliance history?
Can I do the work? Will I follow the system?
Why did you choose finance as a major?
Viewing 71 - 80 interview questions
See Interview Questions for Similar Jobs
Retirement ConsultantFinancial Advisor AssociateFinancial AdviceFraud StrategyBranch Financial AdvisorFinancial Advisor AssistantCorporate Development Senior Financial AnalystFinancial EconomistFinancial Planning ConsultantFinance ConsultantFinancial Analyst ConsultantConsultant Financier IiFinancial Analyst IAssociate Consultant Corporate FinanceInternational Financial AdvisorMergers Acquisitions AnalystMergers And Acquisitions AnalystExperienced Financial Advisor