How to Answer: What approach do you take in giving financial and wealth advice to your clients? Why does this approach suit your clients the best?
Advice and answer examples written specifically for an Export Development Canada job interview.
2. What approach do you take in giving financial and wealth advice to your clients? Why does this approach suit your clients the best?
How to Answer
For this question, your interviewer is looking to get down to the nuts and bolts relating to the exact method you approach clients with financial advice. Prior to your interviewer, be sure to put thought to your approach and be able to explain why this is both beneficial to your methods and to your clients. Whether you use verbal methods, printed document, email communication or any mixture of the three, be sure you can speak to your method confidently.
Written by Ryan Brunner on April 14th, 2020
Answer Example
"I am a firm believer in having a typed up plan that is very detailed for my clients. When coming up with a financial plan, I take the time to present my clients with a written plan and have them review it prior to meeting in person. This gives them time to review information and prepare questions for me ahead of time. My clients have always appreciated this approach and I've included a couple of examples in my portfolio for you."
Written by Ryan Brunner on April 14th, 2020