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?
Planner Interview Questions
14,453 planner interview questions shared by candidates
What were two things that were necessary to be successful at your prior role?
Very few technical questions asked of me.
How would you handle yourself given a client profile 30 minutes ahead of your meeting.
How I would handle an outage
Did they mention that the position you would end up getting would pay you far less than the one you applied for?
Why did you accept the position?
all were typical interview questions
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.
Walk me through your resume, and tell me what made you apply.
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