Financial Advisor Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Tele-interview: Lifestyle and medical history questions. Learn about salary, employee reviews, interviews, benefits, and work-life balance Interview question for Financial Advisor in Toronto, ON.What drive you to be a financial advisor ? The insurance agent will ask questions about your job, assets, and financial obligations to get an idea of why you’re applying for life insurance, and whether the amount you’re applying for makes sense with your financial situation. Third party verification of finances Answer. 149 Sun Life Financial jobs. What are three of your worst qualities? These are the 10 most important questions you can ask your retirement financial advisor. Interview question for Financial Advisor in Toronto, ON.have you ever consider that you may be a financial advisor Requested by the advisor. Can replace a non-medical. Sun Life Tell me about a situation where you had to make a hard decision. Sign in/Register. Answering client questions about financial plans and strategies and giving financial … Try to think of several stories to use ahead of time for behavioral interview questions like this one and practice adapting them in response to different kinds of questions. Search Expand or collapse search. Financial Advisor Salaries . You are here: Home 1 / Latest Articles 2 / Banking & Finance 3 / Top 50 Insurance Interview Questions & Answers last updated December 14, 2020 / 29 Comments / in Banking & Finance / by admin 1) What are the different types of Insurance Coverage? Free interview details posted anonymously by Sun Life interview candidates. You've worked hard for your retirement nest egg and you want to make sure your retirement financial … Finance is a wide field covering insurance, retail banking, investment banking and other financial services. The top 10% of financial advisors earned at least $208,000 while the bottom 10% earned less than $41,590. Financial advisors assist individuals with their investment strategies by assessing clients' financial situations and making recommendations. Robert Dumas joined Sun Life Financial in 2012. Advisor site Dummy1 (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) Advisors often execute strategies for clients. Anchored by our proud history, we continuously look for ways to bring innovative, insightful and simple solutions to Canadians, so they can feel confident that they have a financial partner that cares about their well-being and that they can trust. Interview topics include: Sun Life Financial Canada's strategy in Quebec, risk management and financial strategies in retirement services. At the start of each section we’ve stated who you and your refer to in that section. Interview question for Financial Advisor in Saint Catharines, ON.What do you think a financial advisor deals with? 57 Sun Life Financial Advisor interview questions and 58 interview reviews. Financial Advisor Careers Investopedia 100 ... Sun Life Financial is a global financial services company with substantial operations in North America, ... and interviews with industry experts. As a licensed Financial Services Consultant (FSC); Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. It is 100% commission which isn’t horrible but the percentage that they take per sale is just ridiculous. US | EN. We've got questions for more than 1,000 of the most popular job titles, and many of them are easily adaptable to cover similar jobs.You can copy and paste these questions and use them as-is, or customize them to your business' own needs. The Sun Life Advisor role is one of the worst positions in the company. For brokers (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) A tele-interview and vitals can be used to replace a paramedical requirement. Sun Life’s insurance and investment solutions help millions of people around the world achieve lifetime financial security. Financial planner, on the other hand, refers to a specific type of financial advisor that can help individuals and companies put together a plan to meet their financial goals. Based on 1 salaries posted anonymously by BMO Financial Group Human Resources Consultant employees in … Tags: See More, See Less 8. 2 When you purchase this insurance through work, it can help you manage … Meet with clients’ other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients’ financial goals and circumstances. But if you’re hit with a specific scenario question you haven’t prepared for—or don’t have a real-life example of—you might need to talk about what you would do in that situation (instead of what you did do). Interview question for Financial Advisor in Toronto, ON.general questions about myself and why i believed i could be a financial advisor. Language selection is English. This checklist, while it does address some questions about financial needs at retirement, death or disability, is not intended to substitute for a thorough review of financial security plans for the business owner and his/her family . 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