BMO Financial Group
BMO Financial Group Financial Planner Interview Questions & Reviews
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Very Difficult Interview
Financial Planner, Investment & Retirement Planning Interview (Positive Experience; Very Difficult Interview)
I applied online and the process took 2 months - interviewed at BMO Financial Group.
Interview Details – Call from mgr; 1:1; telephone interview; online assessment; 1:1 with colleagues, branch mgr & district mgr.
Interview Question – What are your goals in life? View Answer
Financial Planner Investment & Retirement Planning Interview (Positive Experience; Average Interview)
I applied through a recruiter and the process took 2 weeks - interviewed at BMO Financial Group.
Interview Details – There was a telephone interview with a hiring company, then an interview with the Manager. Then a third interview with the Manager and their Boss. Interview was typical with the general questions. There was also a behavioral test done on the computer that you had to submit. I thought it was a thorough but manageable process.
Interview Question – The behavioural computer questions were odd but they usually are. View Answer
Negotiation Details – I was able to negotiate my holidays
Financial Planner, Investment & Retirement Planning Interview (Positive Experience; Easy Interview)
I applied through a recruiter and the process took 3 months - interviewed at BMO Financial Group in June 2010.
Interview Details – Basic Behavioral Questions. Prove your book breakout and submit w-2's. Now with BMO in the loop, it is more professional than when M&I recruited. However, they used a retained service which did the initial interviews and negotiation... which was great!
Negotiation Details – I refused to negotiate. I told the recruiter to tell them to bring their strongest and best offer... and they did!
Very Easy Interview
Financial Planner Interview (Positive Experience; Very Easy Interview)
I applied through a recruiter and the process took 2 days - interviewed at BMO Financial Group in April 2011.
Interview Details – Received an email from recruiter who set up phone interview that lasted about 45 minutes. Lots of behavioural type questions. Next a 1:1 at a branch with the Manager. Spent lots of time talking about winning and having the best sales team. Did a role play. Not really sure the interviewer had completely read my resume. Very focused on sales as opposed to financial planning. Interview lasted about an hour. Talked to a planner in the branch. He described it as almost a transaction processing type of position. Apparently it was a very well paying position. Interviewer informed me I did not have the sales background for the position. Interesting process and interview. The next day the recruiter called me back and told me my resume had been sent on to the private banking group. We will see how that goes. Seems like a good company to work for but they seem hesitant to accept candidates without a banking background.
Interview Question – 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? View Answer
Financial Planner, Investment & Retirement Planning Interview (Positive Experience; Average Interview)
I applied online and the process took 1+ week - interviewed at BMO Financial Group in December 2009.
Interview Details – The initial interview was with a recruiting firm via telephone. A week later I had a one on one with the hiring manager at BMO.
Interview Question – What do you propose to do about the fact that you have no experience with BMO products starting with a high level position at BMO? Answer Question
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