BMO Financial Group Financial Planner Interview Questions & Reviews

5 interviews

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  1.  

    Financial Planner, Investment & Retirement Planning Interview

    Anonymous Interview Candidate  in  Ontario, CA
    Anonymous Interview Candidate in Ontario, CA
    Application Details

    I interviewed online. 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 Questions
    Accepted Offer
    Positive Experience
    Difficult Interview
  2.  

    Financial Planner Investment & Retirement Planning Interview

    Anonymous Interview Candidate  in  Hamilton, ON (Canada)
    Anonymous Interview Candidate in Hamilton, ON (Canada)
    Application Details

    I interviewed through a recruiter. 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 Questions
    • The behavioural computer questions were odd but they usually are.   View Answer
    Negotiation Details
    I was able to negotiate my holidays
    Accepted Offer
    Positive Experience
    Average Interview
  3.  

    Financial Planner, Investment & Retirement Planning Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed through a recruiter. 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!
    Accepted Offer
    Positive Experience
    Easy Interview
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  5.  

    Financial Planner Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I interviewed through a recruiter. 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 Questions
    • 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
    No Offer
    Positive Experience
    Easy Interview
  6.  

    Financial Planner, Investment & Retirement Planning Interview

    Anonymous Employee  in  Toronto, ON (Canada)
    Anonymous Employee in Toronto, ON (Canada)
    Application Details

    I interviewed online. 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 Questions
    • 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
    No Offer
    Positive Experience
    Average Interview

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