Very few technical questions asked of me.
Financial Planner Interview Questions
513 financial planner interview questions shared by candidates
Philosophy of financial planning and investments
How did you hear about Facet?
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.
Do you think a role like this would be a fit for you?
What is your compliance history?
Can I do the work? Will I follow the system?
Why did you choose finance as a major?
What Field I wanted to pursue like finance or banking
What do you know about the company?
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