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BMO InvestorLine Interview Questions

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?

How to Answer

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?

      How to Answer

      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.

      1st Answer Example

      "Having put a lot of thought into this even before submitting my resume for this position, I realize that my greatest hurdle would be making the leap as an Auditor into the financial focused industry. My five years of experience out of college have been focused on management and technical consulting services, but I feel that I've built a very good knowledge base and experience for this role here at BMO InvestorLine. If given the opportunity to join your team, my initial focus would be to get enthralled in auditing in the financial industry and I'd do this by being attached at the hip to my colleagues and taking the time to talk one on one with a lot of other staff to help better understand what they'll expect of me in this role."

      2nd Answer Example

      "Understanding that my role here at BMO InvestorLine would have me working with the entire advisory staff, the first hurdle would be getting to know everyone on that team and showcasing the skills that I could bring to their work. If hired for the job, I would hope to be invited to team meetings where I could introduce myself and my role with the team and I'd invite an open conversation with the entire team."

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

      How to Answer

      Prior to your interview, try to take a long, hard look inside your skills and styles as a leader of others and prepare to present the best management style possible to your interviewer that fits the role that you are interviewing for with BMO InvestorLine. Your answer should also involve solid research into the culture of BMO InvestorLine and the details of the role you are interviewing for. Some important things to touch on are your ability to promote a team atmosphere and your ability to delegate responsibilities when necessary.

      1st Answer Example

      "My overall management style is the belief in building a positive team atmosphere. I'm a firm believer that each person and role brings a specific skill set to the ocverall goals and purpose of a team and I promote a team based atmosphere by larifying everyone's role on the team, keeping every person's objectives clear, rewarding great performers on the team and holding people accountable for their actions. If hired for this role at BMO InvestorLine, you can be assured that my promotion of a team based atmosphere would help achieve even higher goals than you have set right now."

      2nd Answer Example

      "I think that it is crucial for a leader of others to be flexible in their style rather than relying on just one of the canned management styles. I'd like to highlight my abilities to lead as being a manager that works to grow and develop my staff to help them achieve their career goals and a leader who is able to provide direction and authority when the time for it arises. By knowing my team well and promoting our goals, I have the ability to assign work to the right people and follow through with my team on meeting all objective necessary."

  • 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?

      How to Answer

      Overall, your interviewer is simply looking to hear that you have a good grasp on programs to use to make you more efficient in your work and to do this, talk open and honestly about the programs that you currently use and talk about in what context that you use them. If at all possible with this role, try to research what additional programs you may have to learn if given this opportunity to join BMO InvestorLine and reassure your interviewer that your computer skills are fluent enough to pickup quickly if needed.

      1st Answer Example

      "In my current role, I currently use a program called Zendesk that is an interactive customer support tool. When we started to use this tool a little over a year ago, I was very quick to learn and utilize all of the great functions of the program and have since become a trainer for new staff that join our team. As well, I'm very fluent in the entire Microsoft suite of products and would consider myself an expert on the Outlook, Excel and Word programs."

      2nd Answer Example

      "I consider myself very agile when it comes to using and appreciating the vast amount of software that is available to Financial Advisors today. In my current role, I solely use RightCapital as a financial advising tool with my clients. I really love its ability to help in the budgeting and comprehensive planning processes with my clients. I'm also very familiar with the MoneyGuidePro tool and have used it successfully in the past. If hired for this role, you can consider me an open book when it comes to learning and effectively utilizing any programs needed."

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

      How to Answer

      Some great qualities of a manager are:

      - Being someone who people naturally want to follow
      - Exceptional interpersonal skills
      - Strong relationship building skills
      - Taking ownership for the team's errors and mistakes
      - Excelling at motivating others
      - Providing kudos/recognition to your team
      - Knowing how to select and hire the right people to join the team
      - Having a vision for the future

      These are just a few to get started!

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

      How to Answer

      As a professional in financial advising, you know that relationships are built on trust and integrity and for the business at BMO InvestorLine, this is equally important. For your answer, your interviewer will be looking how to hear how you build trust with your clients to ensure that they are customers for life. In your answer, make sure that trust and integrity are common themes as you discuss how you work with each client's individual needs to build their portfolio.

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

      How to Answer

      As a simple tool to gauge how you will both satisfy clients and make a profit for BMO InvestorLine, your interviewer is looking to hear how you would invest money right now if given the chance. While there is no right or wrong answer for this question, show them your knowledge of breaking up assets based on age if possible. As well, don't hesitate to call out your knowledge of specifically allocating funds into different sectors or individual businesses or industries. In the end, make sure to give a full explanation of why you are choosing what you are to sell it to your interviewer.

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  • 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?

      How to Answer

      Customer interaction is the name of the game at BMO InvestorLine as they rely on excellent customer to service to retain and grow their client base in a cutthroat market. For this question, your interviewer is looking to get a sense of how you use your communication skills to your advantage in your work and how those skills will benefit BMO InvestorLine. As you answer and talk about your experiences in communication methods, try to show that you thrive on client interactions and have the ability to be both persuasive and trusted with those interactions.

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

      How to Answer

      Talk about your attention to detail and sharp focus on data and statistics. If the job requires you to take an analytical approach to solving problems, think back on your experience to offer up an example. Give as much insight into your process to show you are capable of taking an analytical approach to problem-solving.

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  • 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?

      How to Answer

      Compensation for Financial Advisors can vary from a straight salary, straight commission, salary plus bonus or a fee-only structure. You can speak openly and honestly to your interview about the types of compensation you have received throughout your career up to this point, but it is always important to do your research on BMO InvestorLine and how they pay their advisors when you elaborate on the compensation model that suits you best. In the end, it is important to match your expectations with the compensation structure of BMO InvestorLine.

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  • 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?

      How to Answer

      The daily life at BMO InvestorLine is naturally very fast paced and because of that, both the colleagues and the clients that you may be working with have potential to be stressed, needy and downright mean at times. For this question, your interviewer is looking to get a sense that you would be able to work in this type of environment. In your answer, talk about the fact that you are cognizant of what this job entails as far as personal interactions go and talk about times where you have worked successfully through situations like this in the past. As well, don't hesitate to talk about your own personality traits that help you thrive in these types of situations.

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  • 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?

      How to Answer

      The daily stressors of a career in financial advising can be burdensome, overwhelming and lead to burnout on the job. To get a sense that you can handle stress in a safe and healthy manner and be able to come to work each day with a clean slate, your interviewer is looking to delve into your personal life a bit to see how you manage stress. When answering, you can certainly talk about the things you do on the job to keep as stress free as possible, but also be sure to talk about the things that you do outside of work to avoid burnout. Point out that you have the resources and ability to care for yourself to keep you at the top of your game on the job.

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  • 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?

      How to Answer

      Your interviewer is posing this question to see how you will handle a situation where a client at BMO InvestorLine is working through a difficult time. As you talk about how you managed that situation, your interviewer will be looking to hear that you have the interpersonal skills to be effective from the client's perspective. In your answer, be sure to explain the importance of an empathetic approach with your clients and how that approach helps them get through a difficult time.

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

      How to Answer

      You have likely gained many valuable skills in your career. Share with the interviewer which skills you value the most. Be sure to include skills that will potentially benefit this potential new employer.



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

      How to Answer

      Chances are you have gained a lot of momentum through your financial services career; likely being responsible for a larger portfolio every year. Assure the interviewer that you can handle the level of responsibility they are expecting to hand over to you.

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  • 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?

      How to Answer

      In an ever-changing field like financial services, BMO InvestorLine knows that professional growth and development is vital to them staying at the forefront of their industry. For this question, your interviewer is looking to ensure that your values surrounding professional development match the values of the company. Use this question as an opportunity for you to highlight the many ways that you grow and develop yourself to be the best that you can be in your career. Highlight any continuing education you have completed, any societies or groups that you belong to and any publications that you read on a regular basis that will prove to your interviewer that you aren't comfortable being stagnant in your career.

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

      How to Answer

      If you were to be the successful candidate with BMO InvestorLine, when do you expect to make a viable contribution to the organization? Talk to the interviewer about your plan to make a fast impact.

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  • 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?

      How to Answer

      We've all had our share of difficult days on the job and how we handle those days in particular can really make or break where our careers go in that position or with that company. Think of a particular day ahead of your interview that really outlines your ability to handle adversity and proves that you were able to handle it with grace rather than turning your uniform in and heading home for the day. Another important piece of your answer should be discussing what lessons you learned from that particular day moving forward that you still carry with you to this day.

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  • 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?

      How to Answer

      In the financial world, teamwork at an organization is the key to success and life at BMO InvestorLine is no different. As you talk about your abilities and experiences in being a great team player, try to highlight certain themes like building trust, gaining respect and being a subject matter expert as part of a larger team. Don't hesitate to show flexibility in your ability to both lead others and be lead by others and use examples of times that you've done both. To seal your answer for this question, talk about your desire to work as part of a team and do your research on this position to find out what types of colleagues you will be working with.

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

      How to Answer

      For this question, your interviewer will be looking to get the sense that you would be proactive about getting to know your colleagues and fitting into the culture of the organization. Use a personal approach to talk about ways that you have done this in the past and how you would do it if hired for this position. Talk about the importance of relationship building in your line of work and how it helps the overall good of the organization if you take the initiative to do this.

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  • 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?

      How to Answer

      Businesses in financial advising are constantly pushing the limits to ensure that they retain clients and BMO InvestorLine doesn't take client retention lightly. One slip up and a high profile client will be taking their business to a competitor. For this question, your interviewer will be looking to hear that you understand your role in the customer retention equation and how you take pride in that in your everyday work. Make sure to hit on the point that doing the small things, like prompt communication and follow up, go a long way towards keeping clients happy.

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

      How to Answer

      Prior to your interview, it is important to prepare for very market specific questions like this one where your interviewer will be looking to get a sense that you have the knowledge about particular markets like commodities, annuities and private equities. When you answer a question like this, try to give your interviewer an answer that shows that you understand the basic details of the market, when it is useful and what its downsides are to prove that you know situations where it can be very beneficial to a potential client.

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  • 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?

      How to Answer

      Everyone makes mistakes, and no one is perfect. The interviewer knows that too and is asking this question to see how you handle situations when you make mistakes. Give an example that demonstrates how you took responsibility for your error and fixed it. Also, what you learned from the experience as a result. Sometimes learning from our mistakes allows us to gain some valuable tools.

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

      How to Answer

      While certainly an open ended question for you to run with, your interviewer is really looking to get a sense that you are resourceful in your decision making processes and that you don't rely too heavy on quantitative or qualitative information to make decisions. In your answer, talk about the sound use of data while also relying on your experience and judgement to help in your decision making processes. As well, if you are open and experienced in a team based approach among fellow colleagues, talk about that as well.

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

      How to Answer

      The high demands of a position as a Portfolio Manager or Administrator bring a lot of stress. Market volatility, greed, underperformance and tough clients can all contribute to a high level of stress in this field. For this question, your interviewer is looking to gain insight on how you handle these stress factors on the job by having you talk a bit about what types of things cause you stress. While you talk openly about what it is that causes you stress or discomfort, make sure that you also talk through how you handle that stress in a safe, healthy and good for business manner.

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

      How to Answer

      To be successful in the financial advising field, one top key to success is your ability to sell your service to your clients. For this task, your interviewer will slide a notepad (or other item) to you across the table and ask you to sell it to them. First and foremost, your interviewer will be looking for you to project confidence in your pitch and your ability to find their own needs in what they're looking for in a notepad while you give them your pitch. As you sell them the notepad, be sure that you are confident, creative and that you ask questions of them. Overall, see this question as a fun opportunity to show your advising skills in a very nontraditional way and it will be a success for you.

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

      How to Answer

      Every employer should know how each of their employees is best motivated. Talk to the interviewer about the variety of ways in which you are best motivated on the job.

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

      How to Answer

      It is a great skill to have when you can approach a problem in a new way. Discuss with the interviewer your ability to approach a problem using modern methods.

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