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Cabot Financial Group Limited Interview
Questions

27 Questions and Answers by Ryan Brunner

Published April 23rd, 2020 | Ryan has over 10 years of experience interviewing
candidates in the healthcare, public service, and private manufacturing/distribution industries.
Question 1 of 27
How long will it take you to make a meaningful contribution to our team at Cabot Financial Group Limited?
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How to Answer
If you were to be the successful candidate with Cabot Financial Group Limited, 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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1.
How long will it take you to make a meaningful contribution to our team at Cabot Financial Group Limited?
If you were to be the successful candidate with Cabot Financial Group Limited, when do you expect to make a viable contribution to the organization? Talk to the interviewer about your plan to make a fast impact.

Ryan's Answer #1
"I am interested in making an impact on your organization right away and have already crafted a plan to make that happen. I am a very strong business development professional and I plan to take the territory and expand it to include additional rural areas. This should amount to a strong increase in revenue within the first 9 months of my on boarding."
Ryan's Answer #2
"My plan, if hired by Cabot Financial Group Limited, is to make an impact as soon as possible. I have researched this position and am very eager so I have created a 90 day impact plan that I would like to share with you."
2.
List the top 3 skills that you have acquired in your last role.
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.

Ryan's Answer #1
"In the past few years I was able to upgrade my education while still working full time. The biggest skill that I gained was my ability to multi-task as I worked the dual role of employee and student. I also have strong skills in a variety of Microsoft programs such as PowerPoint and Excel."
Ryan's Answer #2
"There are many skills I gained in my most recent position as I had a great training program and my boss was a strong mentor. If I had to choose three top skills I would say that the biggest ones were effective multitasking, solid closing skills, and cold calling abilities."
3.
Talk to me about a challenging situation you had to handle on the job that involved another colleague. How did you handle that situation?
At the heart of this question, your interviewer is looking to hear how you use solid interpersonal and relationship building skills to diffuse a difficult situation with a coworker when on the job. No matter what situation that you talk about, make sure to focus your answer on a positive mindset and the steps that you walked through to turn a potentially hazardous situation into a good one. As well, talk about lessons learned from that situation that you keep with you to this day on the job.

Ryan's Answer #1
"A couple of years ago, we had hired a new Junior Advisor on to our team and I was tasked with being his mentor. Having mentored several other thriving Junior Advisors prior to him starting, I was excited for the opportunity. Within the first week of him being on the job, I overheard a colleague of mine talking very openly about his disdain for the hire of this new Advisor and witnessing him personally criticizing him in a face-to-face encounter. Immediately, I spoke to my colleague in a private office about my concern over his actions and words towards the new Advisor. Having been a part of the interview process and his early mentorship, I knew that he had the skills to succeed and I reiterated that to my colleague. After agreeing to back off on any private criticizing of the new Advisor and a promise to help mentor him, I learned that direct conversations are the best way to handle workplace conflicts."
Ryan's Answer #2
"f"A couple of years ago, I approached a colleague that had missed a deadline or a big audit we were conducting and she completely blew up at my during our conversation. At first, I was very taken aback by her response because I had never witnessed that from her in many years of working together. While remaining calm, I allowed her the opportunity to vent to me and it turns out that she was going through a lot of things in her personal life that were impacting her work. While keeping our project deadlines in mind, I also took a personal approach in letting her know that she could bring these issues to me as both a colleague and a friend and we could work through them together in the future. This approach is vital to any conflicts that can arise with colleagues and one I don't hesitate to take when needed."
4.
We want our advising team at Cabot Financial Group Limited to be happy and healthy. How do you manage the day to day stress of being a financial advisor?
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.

Ryan's Answer #1
"To begin with on the job, I consider myself very excellent at handling stress. Being a goal oriented person, I find happiness in obtaining goals and consider any necessary stresses in pursuit of a goal healthy. Outside of work, I am a very active person that trains for marathons and spends a lot of time outdoors with my family. I find that these activities help cleanse my mind and heal my body to prepare for a new week on the job."
Ryan's Answer #2
"When I maintain a healthy diet, exercise regularly and spend as much time as possible outside of work with my children, any unnecessary work stresses are put on the back burner and often relieved immediately. I'm a firm believer in a healthy work-life balance, even though it can be very tough to do in our field. Having the ability to answer a client email or phone call during off hours while unwinding has made our work lives better as well."
5.
At Cabot Financial Group Limited, our clients are the lifeblood of our business and we do everything in our power to make them happy. What does the term customer service mean to you in your work?
No matter what position you are interviewing for at Cabot Financial Group Limited, your interviewer is looking to hear what customer service means to you in your work and how you apply that philosophy in your everyday work life. In essence, they want to hear your story as to why solid customer service is important to you. Prior to your interviewer, be sure to really think about this question to apply what is important to you in how you go about your work. Whether you talk about problem solving or making people happy, this should be reflected in the work that you do.

Ryan's Answer #1
"A pursuit of a career in the financial field really suited my two passions in life of mathematics and problem solving. In this role, helping clients solve problems in an efficient manner and with a smile on my face would be the drive to succeed that I need. At the end of the day, if I see that my work helped a client grow their wealth and achieve their financial goals, I know that it was a job well done."
Ryan's Answer #2
"As a people person by nature, I have an innate ability to do what is needed to give customers the best experience possible when I'm working with them. This means that I reflectively listen to their needs and concerns and do what is necessary to help them based on what I heard. In my interactions with customers, I am positive, pleasant and nurturing by nature and I've found that customers are very receptive to my style off communication with them. If hired for this role at Cabot Financial Group Limited, you'll quickly find that dedicated customer service is one of top qualities that I will bring to you team."
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