Very few technical questions asked of me.
Planner Interview Questions
11,958 planner interview questions shared by candidates
Philosophy of financial planning and investments
How did you hear about Facet?
How would you handle yourself given a client profile 30 minutes ahead of your meeting.
Do you have experience with X system? How familiar are you with creating X? Have you ever X?
How I would handle an outage
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 were your pertinent skills on your last position
Why I wouldn't just stay with my job in a different location
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