Sun life financial advisor interview questions

Sun life financial advisor interview questions. First round interview: Interview with 3 people- 2 from HR, 1 from Operations Half French, half English. Mostly with javascript and jquery. Prepare yourself for your Financial Advisor interview at Sun Life by browsing Interview questions and processes from real candidates. 9 out of 5 stars. Describe a situation when you reached a goal and tell us how you achieved it. A very simple introduction, nothing like a serious interview. Mar 5, 2023 · 3. if recruiter forwards you to next step then it will be with manager. Describe your experience with retirement planning and estate planning. Don’ts. Jul 11, 2022 · 6 CIBC Senior Financial Advisor interview questions and 5 interview reviews. Sun Life interview details in Toronto: 231 interview questions and 205 interview reviews posted anonymously by Sun Life interview candidates. Most questions were based on what's on your CV. Jan 24, 2023 · Application. Oct 17, 2022 · I interviewed at Sun Life (Gurgaon, Haryana) in 1/10/2020. What are your strengths and weakness. 1. How do you handle clients concern. Apr 2, 2024 · Add Benefits. own vehicle. What is your salary expectation. Make the most of your savings and investments. This is a higher than average score with the overall rating of Sun Life employees being 3. The interview consisted a mix of difficult and easy questions (a number of technical questions were asked). May 7, 2024 · I interviewed at Sun Life. tell me a situation where you had to handle angry client. When you’re talking with a potential advisor, ask about their level of experience and qualifications. Location. Specific questions like "describe a time where you used your [insert job required skill]. Tell me about a time you went above and beyond for a customer (customer service) Answer. Fairly straightforward but long time frame for the entire process. Highlight your achievements. Receive rejection email after two months. What tech stack I prefer and which is my most strong coding language. Research the company extensively, including its products, services, and core values, to showcase your genuine interest. Mar 31, 2024 · The process took 1 week. I interviewed at Sun Life (Toronto, ON) in 01/09/2016. Hiring manager was not very familiar with video interviews - lack proper eye contact etc. Financial Advisor (Former Employee) - Duncan, BC - 6 August 2020. Mar 10, 2022 · Top 5 financial advisor interview questions with detailed tips for both hiring managers and candidates. Interview & Documentation. Search open Advisor Jobs at Sun Life now and start preparing for your job interview by browsing frequently asked Advisor interview questions at Sun Life. 2 rating for diversity and inclusion, 4 rating for culture and values and 3. An interviewer wants to know that you have the knowledge and experience to make the right decisions for your clients. Dec 5, 2023 · Financial Advisor Interview Questions (With Sample Answers) An interview is your opportunity to highlight your skills, qualifications, and experiences to convince hiring managers you're the right person for the job. This question tests your reasons behind your motivation and positivity. Sun Life Global Solutions. 3 rating for work-life-balance, 4. read more. Shared on 9 February 2018 - Financial Advisor - Braamfontein, Gauteng. This rating has remained stable in the past 12 months. Do’s. I applied through college or university. Love ‘em. For each one you get 45 seconds to prepare and 90 seconds to give your answer. Questions about the jobs I did in my country and Canada. An insurance advisor’s key responsibility is to help clients understand and navigate the complexities of insurance policies. You will have to take a personality assessment, an IQ quiz, the first interview is 15 mins on the phone, the second interview 30 mins on Zoom with three managers. Describe a time when you identified a new market opportunity for wealth management. Continue Reading. Nov 14, 2014 · 5 Sun Life Actuarial interview questions and 5 interview reviews. Jul 11, 2022 · The interview is probably two rounds and they may recommend you to other positions if they see a good fits. Mar 10, 2022 · During your interviews, assess candidates’ soft skills. I was hired with two weeks of the interview. Second round pure project basis . Some techinical questions. Mar 20, 2021 · Job Title. Explain your understanding of the different types of financial aid available for college students. “Tell me about a time when you overcame adversity. Rank your skills in Microsoft programs ( outlook, excel, access, PowerPoint) Answer. You will definitely get placed. Free interview details posted anonymously by CIBC interview candidates. Questions are mostly around past experiences. responsibilities. HR looked rushed and not cooperating very well during the recruitment process. it can be your branch manager and other managers. Mar 15, 2024 · 71 Sun Life Financial Advisor interview questions and 73 interview reviews. Strong communication skills, both in articulating your experiences and actively listening to the questions, are crucial. While no formal degree is necessary, a background in business, sales, or finance is preferred. It is an easy interview process. They will ask you your location preference, if you say Montreal you MUST be fully May 13, 2023 · 7. Once I got to the interview the interviewer told me that everyone who applies would be hired as an advisor and that they would 'keep in mind' that I wanted to pursue a management role. 3 rounds Hr>CMO>CEO HR round: Hr person do not open up about the role and introduce about company, they maximise the 1st round time to gain info about candidate only, which does not give good impression at all When asked about the number of staff and their seniority, HR answer reluctantly HR go defensive when candidate talk about team management principle. Sun Life does NOT care about its clients but does care about its bottom line. Diving into the fast-paced world of financial advising, it’s not just about managing wealth, but also about growth and opportunity. It took some time, next day I got a call from Co. The management promised great commissions & bonuses but never delivered. Dec 30, 2023 · I interviewed at Sun Life. I interviewed at Aditya Birla Sun Life Insurance (Pune) in 1/1/2022. Human resource person contact first - first round of interview. Tell Me About a Time You Dealt With a Difficult Client Problem. I interviewed at Sun Life (Toronto, ON) in 2023-01-01. 8. Sent resume, receive interview email within a week, 30 minutes interview on campus. Jan 26, 2024 · I interviewed at Sun Life. Then they tried to sell me on the position which by the way is 100% commission based. Work culture is also good. Here’s a look at investment plans, accounts and products that can help you with your financial goals. Financial Advisor 72 reviews. Retirement and estate planning are two of the most important services a financial advisor can provide. In terms of monetary investment or capital, you must be willing to invest P5,500 for the exam fees, licensing and notarization fees. Jul 15, 2022 · But don’t worry if everything doesn’t come together at once. Tell me about a time you went above and beyond for a customer (customer service) Answer Question. They will ask you about your strength and weakness. aks personal qualifications and common interview questions, communicate with some company information and expectations. Investments. Attention to detail is equally essential. Mar 27, 2023 · Interview. Free interview details posted anonymously by Sun Life Stadium interview candidates. A lot of typical pm related questions were asked by the hiring manager. Then, second round of interview is with the hiring manager plus one other person. 7 Salary & Benefits. I interviewed at Sun Life (Gurgaon, Haryana) in 01/05/2023. Find an advisor. Shared on January 16, 2023 - Financial Advisor - Tuguegarao City. Tell me about a time when you felt overwhelmed with work. As an overview, you’ll basically need a personal computer or laptop and stable internet connection for the online trainings. Sample Answer. By Paul Peters , Updated Mar 10, 2022 Financial advisors review the financial positions of their clients, provide them with advice, and help them develop better strategies to meet their financial goals. 1 Answer. Interview questions. I interviewed at Sun Life in 9/1/2015. This helps me understand their investment objectives, income needs, and comfort level with market fluctuations. 7 Sun Life Customer Care Representative interview questions and 7 interview reviews. Second red flag - SunLife Recruiter was insistent on my 1st interview is with recreuiter. Jul 21, 2023 · 6 Sun Life Case Manager interview questions and 6 interview reviews. Interviews >. Hiring a Financial Advisor? Our Financial Advisor interview questions and answers will help you hire the most qualified Financial Advisor candidate for your job. Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job that’s right for you. Mar 6, 2015 · Rotational Leadership Development Program Interview. Dec 12, 2015 · I have an interview with HR at Sun Life for a communications role. Be well prepare Step 1: Identify the hiring needs. Helpful. Step 1 - Discover. ~45 min for the second interview, first and last were a bit shorter. 2. There is no management support for advisors, support staff or training. Meet with a recruiting consultant or a field leader to get to know each other, learn more about the career and ask questions. Explain the process of underwriting and how it affects the cost of insurance premiums. I had good experience with interviewer and it was very smooth. Are you familiar with jenkins. Tell me about a time you went above and beyond for a customer (customer service) Mar 5, 2024 · Interview. This question assesses your knowledge of the underwriting process, which is a critical element in determining policy premiums. " 7,838 Financial Advisor interview questions shared by candidates. When you find the right advisor, they’ll ask questions to help provide the advice that’s right for you. In the financial industry, hiring managers might ask about your proficiency with financial tools, present specific job scenario Financial advisor interviews LOVE behavioral questions. Feb 28, 2024 · Whether it’s their exceptional track record in helping clients attain financial independence, personalized approach to crafting financial plans or niche expertise in particular investment avenues, the advisor’s response can affirm why they are suitable for your firm. Ratings by category. A Sun Life advisor can help you choose the right options for you. Free interview details posted anonymously by Sun Life interview candidates. willing to study. “With 5 years of experience and hard work, I would like to consider myself a dedicated and focused person. There was also a phone interview that lasted for an hour. The process took 1 week. . Very friendly and basic situational questions--nothing too surprising. Link your background to the financial advisor role. Why do you want to work at Sun Life. Aug 30, 2023 · Interview. Financial Advisor professionals have also rated SunLife with a 4. analytical skill, problem-solving, challenging situtation) Typical STAR questions. Before attending the interview, there were two excel assignments to complete. Initial Phone screening and technical interview in person with html css3 and javascript. one branch manager and 1 hiring manager or both branch managers. May 10, 2023 · Financial Advisor Job Interview: Common Questions and AnswersAre you considering a career as a financial advisor? In this video, we'll walk you through some Application. Family life. 1 Sun Life Stadium Financial Advisor interview questions and 1 interview reviews. I interviewed at Sun Life (Gurgaon, Haryana) in 1/5/2023. etc 2. Senior Financial Advisor >. Mar 20, 2024 · This is often asked at the beginning of an interview to break the ice and give the interviewer a brief overview of your professional history. Mar 11, 2024 · Very straightforward, also depends who is the hiring manager. no thank you! 4 Sunlife Group of Companies Financial Advisor interview questions and 4 interview reviews. Two employers, majority of questions are behavioral questions, such as leadership role, conflict management, time management, team work. Ask questions during your first meeting. Read more interview questions at Liberty Application. Focus on their critical thinking and ability to analyze and present large amounts of financial data. Interview. Aug 30, 2023 · You will have to take a personality assessment, an IQ quiz, the first interview is 15 mins on the phone, the second interview 30 mins on Zoom with three managers. Mar 7, 2024 · I applied through a staffing agency. Totally disappointed Jun 4, 2023 · Scheduled the interview through email. 4 Job Security & Advancement. Sep 8, 2023 · Common Financial Advisor Assistant interview questions, how to answer them, and example answers from a certified career coach. Describe a conflict you had with your colleague, or with a client. Followed by Skype interview with the talent consultant, mostly behavioural questions and situations question. Apr 27, 2024 · I applied through a staffing agency. First, I conduct a thorough assessment of the client's financial situation, goals, and risk tolerance through a detailed questionnaire and in-person discussion. Dec 8, 2023 · I interviewed at Sun Life. 10 Sun Life Advisor interview questions and 10 interview reviews. ask for past experience in after class activities and requires the illustration of how you acted in the situation. 6 days ago · Interview process was taken in 3 stages Technical Interview Management Round: most behavioural questions and how accustomed we can get to the company policy HR Round: personal questions and introduction. Get answers to frequently asked questions about workplace benefits, savings and Once I got to the interview the interviewer told me that everyone who applies would be hired as an advisor and that they would 'keep in mind' that I wanted to pursue a management role. Work on your communication before attending their interview. There is a phone interview followed by an in person interview with management where they will ask you questions about yourself and why you feel you would be a good fit at Su… Shared on 24 July 2018 - Financial Services Consultant - Toronto, ON Nov 15, 2019 · This question looks at what motivates an advisor. An online career profile was given to do. This will help you identify with an advisor on a personal level. So, answer this question carefully and mention your process to keep yourself motivated. 5. 8 rating for career Mar 2, 2020 · 10 Sun Life Advisor interview questions and 10 interview reviews. May 27, 2024 · Interview. An Academic Advisor is a critical role for college students, as you are responsible for helping them navigate the various financial aid options available to them. First is technical and then the HR interview, technical and hr round both were very simple, you have to be great sales person and should have the ability to take the work load. Flow of Projct ,They have lots of cross question on existing project 3. ”. Start by outlining the situation, then describe the client’s communication style or needs and how they differed from your own. 8 Work-Life Balance. Group discussion, interview, 2 rounds you have to confidant when you are going to interview, maybe telephonic and face to face. What value add you bring to the company. It went about 30-40 mins and they told you to wait for a feedback. Shared on 7 December 2022 - associate group underwriter - zoom. In this video, you will learn more about the roles of a Financial Advisor, opportunities waiting for you to explore, the process to blast off your brighter p Dec 5, 2023 · General interview questions for a financial advisor In the beginning of an interview, potential employers often ask basic questions to determine your professionalism, values, work ethic and career goals. Questions on oop concept, spring, immutable, difference between get and post in rest api. Commonly asked questions, as reported by candidates. Tell me about a time you went above and beyond for a customer (customer service) Interview. The interviewers were friendly and eager to answer my questions as well. Three stages, first with recruiter then with managers and directors. Explain the steps you took to adjust your style and the positive outcome this led to. Aug 30, 2023 · I interviewed at Sun Life. Describe a situation when you went above and beyond with your service for a customer. Mar 2, 2023 · 4. 1st round: Group discussion 2st round : HR interview (Personal information from resume) 3nd round: Technical interview All the rounds were conducted in one day in our campus and very easy to get internship. mostly with css3 and jquery. First stage: online video interview You are asked 4 questions. Use situational and behavioral questions to test how candidates use their knowledge in various job-related scenarios. Oct 15, 2022 · First Video interview 5 questions recording and submit. cliche questions about past and future career goals. Sun Life interview details in Philippines: 21 interview questions and 23 interview reviews posted anonymously by Sun Life interview candidates. “Tell me about a time when you made a mistake and how you handled it. Answer Question. You must be knowledgeable about the different types of financial aid, such as Oct 4, 2023 · The process took 1 day. (ex. 1 - HR interview - get to know you and behavioral question over the phone 2 - Onsite Past Experience and technical questions 3 - Onsite technical again with the director of the department First red flag - They changed the title of the position before offering me the job. set a time then interview, revised my CV, met at the branch and had one hour chat, felt comfortable but compensation is low they have shortage in employees, good over all. Sun Life Grepa Financial. I interviewed at Sun Life (Kuala Lumpur) in Mar 2024. Probably common knowledge, but if you are interviewing for an Internal audit role (asides ICFR and SOX), the best bet is to be grounded in the area you will be auditing. 0 Answers. First Round Technical , they ask core java,Collection,Code migration , Optimization . In an interview, be ready to participate in a sales role-play with a hypothetical customer as well as discuss how you've attracted new clients in the past. For a successful interview at Sun Life, thorough preparation is essential. Jan 4, 2019 · It's not hard to become a financial advisor. The interviewer asked about past experience, behavioural questions and ranking in skills needed for the job. So, you should be prepared for a lot of them, such as: “Tell me about a time when you dealt with a difficult person. Interview questions [1] Question 1. Philippines 72 reviews. Any advice or ideas on the questions I might be asked? May 26, 2024 · This question assesses your ability to adapt to different client personalities and needs, a key skill for a Financial Advisor. I highly recommend for you to follow the following steps in order for you challenge yourself and elevate your ca Prepare yourself for your Financial Advisor interview at Sun Life by browsing Interview questions and processes from real candidates. 5 Management. Free interview details posted anonymously by Sunlife Group of Companies interview candidates. An advisor's “why” reveals their purpose and beliefs that drive what they do and how they do it. no thank you! Dec 8, 2023 · I have invested and wasted my 1 hr interview in sun life, please be very specific which job role you are hiring. The answer to this question will also help you decide if you have any common values. Sep 22, 2023 · This allows me to provide strategic advice tailored to each client’s situation. Read more interview questions at Sun Life. 1 Sun Life Life Advisor interview questions and 1 interview reviews. Questions focus on the aspect of the business I would be auditing, which for me was Investments. 3. Step-by-step procedures. Be concise and focus on your relevant professional experience. There are many different investment, income and retirement options to choose from. Complete an online career assessment to determine whether the advisor career, your skillset and the timing may be a fit. Oct 15, 2020 · I interviewed at Aditya Birla Sun Life Insurance (Bengaluru) in 2/1/2019. Apr 26, 2024 · Interview. I interviewed at Sun Life (Montreal, QC) in Sep 2012. Here are 14 general interview questions a hiring manager may ask you during an interview for a financial advisor position: 69 Sun Life Financial Advisor interview questions and 71 interview reviews. that I passed my career profile and need to see them next day for my initial interview 5 Sun Life Financial Centre Administrator interview questions and 5 interview reviews. Just be confident and study about the company. 72% of Financial Advisor employees at SunLife would recommend their employer to a friend. Shared on 19 March 2018 - FINANCIAL ADVISOR (NQF LEVEL - Western Cape. lb mt nh nk su uy mf rk lm wo