Financial Planner applicants have rated the interview process at BMO Financial Group with 2 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 100% positive. To compare, the company-average is 64.4% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Planner roles take an average of 15 days to get hired, when considering 2 user submitted interviews for this role. To compare, the hiring process at BMO Financial Group overall takes an average of 23 days.
Common stages of the interview process at BMO Financial Group as a Financial Planner according to 2 Glassdoor interviews include:
Phone interview: 29%
One on one interview: 29%
Background check: 14%
Group panel interview: 14%
Skills test: 14%
Here are the most commonly searched roles for interview reports -
I applied online. The process took 3 weeks. I interviewed at BMO Financial Group (Toronto, ON) in Feb 2013
Interview
First step is going through HR screening, make sure you have the accreditation listed clearly. Then a hiring manager will schdule an in person interview, and you will be meeting the branch manager that you work with if they decided to hire you
Interview questions [1]
Question 1
How comfortable are you with cold calling and how would you structure your day
I applied online. The process took 3 weeks. I interviewed at BMO Financial Group (Saskatoon, SK) in Jul 2025
Interview
Talent Recruiter reaches out by email, schedule a call, you interview with them. Then you interview with the FP Team Lead, then with the Branch Manager at the office you will work in
Interview questions [1]
Question 1
, how would you handle fluctuation in investment concerns
I applied online. The process took 4 weeks. I interviewed at BMO Financial Group
Interview
Phone call with recruiter for screening then one in person interview with hiring manager. Some role play questions and mostly about how you would manage a book and prospecting new clients.
Interview questions [1]
Question 1
What would you say to a customer asking about why the markets are dropping?
Applied through LinkedIn, got interview next day
Somewhat easy interview with Standard questions
No panel or recruiter contact prior, no assessments needed after
I was directly hired by my manager. No salary negotiation as a large portion of income comes from commission and growth
The interviewer is professional and accommodating
Overall great experience