BMO InvestorLine Mock Interview

To help you prepare for a BMO InvestorLine job interview, here are 27 interview questions and answer examples.

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Question 1 of 27

If hired to this role here at BMO InvestorLine, what do you see as one initial hurdle you will have to overcome in your first weeks on the job?

At the heart of this question, your interviewer is asking you to take an honest look inside of yourself to discuss what you feel is the biggest learning curve you will have if offered this position. This will give your interviewer a sense of how to handle your onboarding process if hired for the position and give them a sense that you have the ability to see what your biggest need would be. Similar to the what is your greatest weakness question, the key to answering this question is humbly pointing out a flaw that you may see and making a plan for how you will overcome that flaw.

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27 BMO InvestorLine Interview Questions & Answers

  • 1. If hired to this role here at BMO InvestorLine, what do you see as one initial hurdle you will have to overcome in your first weeks on the job?

  • 2. Here at BMO InvestorLine, we are expecting someone with strong leadership skills to take this role. How would you describe your management style?

  • 3. What software programs do you use in your current work and how adaptable would you say that you are in learning and using new programs?

  • 4. What qualities do you feel a successful manager should have?

  • 5. Why would our clients here at BMO InvestorLine want you to be their financial advisor?

  • 6. If I were to hand you $100,000 to invest today, where would you put that money and why?

  • 7. At BMO InvestorLine, we expect our advisors to be available to speak with clients in person, over the phone and through email. What are your experiences in working with clients through different communication methods?

  • 8. Tell me about a time where you had to analyze information in order to make a recommendation.

  • 9. What types of compensation structures have you worked under in the past and do you have any expectations for this role with BMO InvestorLine?

  • 10. The day-to-day life at BMO InvestorLine can be hectic and stressful at times. If hired for this role, how would you keep yourself motivated when working with stressed colleagues and pushy clients?

  • 11. We want our advising team at BMO InvestorLine to be happy and healthy. How do you manage the day to day stress of being a financial advisor?

  • 12. Discuss a time that you worked a client through a difficult financial situation. What were the keys to making it a success for the client?

  • 13. List the top 3 skills that you have acquired in your last role.

  • 14. Tell me about the largest financial portfolio you have been responsible for.

  • 15. One huge philosophy that we believe in at BMO InvestorLine is professional development. How have you worked to develop yourself professionally throughout your career?

  • 16. How long will it take you to make a meaningful contribution to our team at BMO InvestorLine?

  • 17. Think back over your career up to today and tell me about the most difficult day on the job you encountered. What made the day difficult and how did you handle that situation?

  • 18. We pride ourselves on our interdepartmental teamwork here at BMO InvestorLine. If hired for this role, what kind of team player could we expect you to be?

  • 19. If you joined the team here at BMO InvestorLine, how would you build relationships with those that you would be working closely with?

  • 20. BMO InvestorLine strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

  • 21. When would an investment in commodities make sense for a client that you were working with?

  • 22. Describe to me a time when you made an error in your current or former position, and the impact your mistake made? How did you correct the error, what did you learn from it?

  • 23. If hired for this role at BMO InvestorLine, how would you help make sound investment decisions for our clients?

  • 24. In your work as a Portfolio Administrator, what kind events cause you the most stress on the job?

  • 25. Take a couple of minutes to sell this notepad to me.

  • 26. How can BMO InvestorLine motivate you on the job?

  • 27. When have you shown a willingness to learn a new method or new approach to solving a problem?