When was the last time you influenced a coworker/ colleague/ friend? How did you do it? Be specific.
Financial Services Representative Interview Questions
2,342 financial services representative interview questions shared by candidates
Was most surprised by having to role play a scenario. They focused more on the discussion you were able to have with a client, how well you listend, and judged your response to their answers. In one scenario, the client kept mentioning her husband, so it was best to suggest setting up an appointment with him there. They were not focused on the actual banking products since they will teach those in training.
Describe a time you refer your client to your financial advisor and client is happy with that.
what interests you to apply for this role?
why CIBC, past experience..
When have taken the initiative to go out and beyond my role and responsibilities in general and within a team
What is Relationship Management?
Why CIBC? What are your strengths? Name a time you resolved a difficult situation?
how would you achieve your sales target ?
Tell me about yourself? What do you expect from this role?
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