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Assistant financial planner Interview Questions

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Assistant Financial Planner interview questions shared by candidates

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Ameriprise
Financial Planning Assistant was asked...January 24, 2021

How did I want to grow my career?

1 Answers

I would like to work into a financial advisor position.

Ameriprise

Where do you see yourself in your career 5 years from now?

1 Answers

That I was completely dedicated to being a financial advisor and that I saw myself still being employed by the franchise. Less

RSA Group

I was asked strangely about the benefits of accounting for a subsidary rather than an associate which I didnt know the answer to.

1 Answers

Responded to say the economic ownership was greater but I wasnt really clear what the benefit to the company was. I did ask what the right answer was, which I later understood was the reason I got the job (the willingness to admit I didnt know all the answers and learn from mistakes) Less

Why financial advisory? Why LWP? Tell me about yourself and what you enjoy doing.

Ubisoft

Questions sur l'étude de cas. Question sur les stages. "A quels jeux jouez-vous?"

Ameriprise

What kind of client would you recommend an annuity to?

CriticalRiver

1. Prev work exp 2. deferred revenue and revenue recognition 3. TDS sections and percentages. etc

Land Transport Authority

Why did you applied for this position. How are you going to contribute to the team.

Ubisoft

Pourquoi Ubisoft ?

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