Interview, 2 test, and then another final interview. Very casual interview with manager in which the manager give you a brief overview of the roles of financial advisor. Then, you will be asked to take a test to see whether you are satisfy as a advisor or sales position. Once thats done, you will be emailed another test. Passing both of those test will grant you a final interview with the head of the branch office.
5
Other Financial Advisor Interview Reviews for Sun Life
Interview fairly easy. Easy to get in. The training is top notch and intense.
However you need to run like a business not a corporate job.
In terms of interview, as long as you have an ambition and know the sales game. You're in.
Process is fast and straight forward, but the hiring managers usually missed mentioning the part of how the pre-contract system works and you might not be eligible for the role if you don't sell a certain amount worth of product during the period.
Interview questions [1]
Question 1
What makes you want to work in this role? Past financial/sales experiences.
Pretty straight forward, sales and network questions, questions about competencies and previous experiences. Have behavioural and experiential questions prepared for and understand how you can leverage your network in the jobs operations.
Interview questions [1]
Question 1
Can you let me know about a time where you faced an issue/ bottleneck with a client during a sales process and you overcame the situation
