Financial Manager Interview Questions

898 financial manager interview questions shared by candidates

The candidate exercise was interesting, it was somewhat challenging in terms of the Excel skills required to answer the questions, and the Q+A after the presentation asked some fairly difficult questions about duration and convexity.
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Financial Risk Manager

Interviewed at Convex Insurance

3.6
Apr 12, 2024

The candidate exercise was interesting, it was somewhat challenging in terms of the Excel skills required to answer the questions, and the Q+A after the presentation asked some fairly difficult questions about duration and convexity.

First Interview: Why TD? What about this role interested you? Second Interview: What is your experience with transaction monitoring/screening vs client monitoring/screening? What is your experience starting up a new team? Several questions about improving QA/QC aspects of team procedures and models.

First Interview: Why TD? What about this role interested you? Second Interview: What is your experience with transaction monitoring/screening vs client monitoring/screening? What is your experience starting up a new team? Several questions about improving QA/QC aspects of team procedures and models.

Behaviour questions. Situational questions that put you in the shoes of Financial Services Manager. Lots of questions related to sales. General questions about your employment performance and your skills. 1. Tell me about yourself. 2. What are challenges in your current role? 3. What is a successful day in this position looks like to you? 4. Tell me when a time that you found out there might be a right product that is suitable for the client but the client didn't realize it. How did you persuade the person? 5. What are your strengths and weaknesses? 6. Why are you leaving your current company? 7. Why BMO? 8. Did you get CSC/IFIC? 9. Tell me when a time you proactively started a conversation with client and demonstrated your sales skills. 10. What will you do in a meeting with client if you are a Financial Services Manager? 11. How did you handle objections from clients? 12. Did your manager observe your behaviour when you talked to client? What was her/ his feedback? Was it helpful? Did you take it? How did you implement what you have learned? 13. What is your career plan for next 10 years? And lots of other questions...forgive me I cannot remember them all... But trust me you will be asked lots of questions and they will throw you more questions if your answer has something they are interested in...
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Financial Services Manager

Interviewed at BMO Financial Group

3.8
Aug 15, 2015

Behaviour questions. Situational questions that put you in the shoes of Financial Services Manager. Lots of questions related to sales. General questions about your employment performance and your skills. 1. Tell me about yourself. 2. What are challenges in your current role? 3. What is a successful day in this position looks like to you? 4. Tell me when a time that you found out there might be a right product that is suitable for the client but the client didn't realize it. How did you persuade the person? 5. What are your strengths and weaknesses? 6. Why are you leaving your current company? 7. Why BMO? 8. Did you get CSC/IFIC? 9. Tell me when a time you proactively started a conversation with client and demonstrated your sales skills. 10. What will you do in a meeting with client if you are a Financial Services Manager? 11. How did you handle objections from clients? 12. Did your manager observe your behaviour when you talked to client? What was her/ his feedback? Was it helpful? Did you take it? How did you implement what you have learned? 13. What is your career plan for next 10 years? And lots of other questions...forgive me I cannot remember them all... But trust me you will be asked lots of questions and they will throw you more questions if your answer has something they are interested in...

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