Financial Representative Interview Questions

5,866 financial representative interview questions shared by candidates

A made up client's spending description will given and you have to determine which type of CIBC banking services would be good for that client. Usually there is a list of clients and a list of banking services. You would have to match each client with the right banking service. Also, the interviewer will be play the role of a client calling you and you will tested on how you communicate with the client.
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Financial Representative II

Interviewed at CIBC

4
Jun 18, 2022

A made up client's spending description will given and you have to determine which type of CIBC banking services would be good for that client. Usually there is a list of clients and a list of banking services. You would have to match each client with the right banking service. Also, the interviewer will be play the role of a client calling you and you will tested on how you communicate with the client.

phone interview asks about your suitability, your past work experience, how well you understand your future role.The Face-to-face one is a bit tricky.My suggestion, never bluff and no amount of preparation can prepare you. So think and answer correctly or politely admit your ignorance.They test your attitude rather than your knowledge and how will go about things if given an option.
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Financial Services Representative

Interviewed at CIBC

4
Feb 29, 2016

phone interview asks about your suitability, your past work experience, how well you understand your future role.The Face-to-face one is a bit tricky.My suggestion, never bluff and no amount of preparation can prepare you. So think and answer correctly or politely admit your ignorance.They test your attitude rather than your knowledge and how will go about things if given an option.

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