CIBC Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 43 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at CIBC.
CIBC
Financial Advisor
Entry Easy Negative experience Accept offer 1 round
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Other
It was basic behavioural questions, typical for a sales job, nothing related to financial advice. I didn't get any technical questions. The interviewer seemed like a recent graduate and was reading from a script.
Confirmed questions1 question
- Can you share an instance where you exceeded expectations for a client?
CIBC
Financial Advisor
Mid Average Neutral experience Decline offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical
it was a straightforward process with two interview rounds in total. first i had a chat with the recruiter, then i met with the hiring manager. they asked me situation-based questions and also asked questions from my resume. the whole thing was virtual and it took over 2 months from start to finish.
Confirmed questions3 questions
- Can you describe an instance when you exceeded expectations for a client?
- Tell me about a situation where you had to...
- Questions from your resume.
CIBC
Financial Advisor
Senior Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Onsite
Interview formats
Behavioral Technical
Had an initial phone screen that lasted about 45 minutes, they wanted to see if I was a good fit and check my personality. About a week later, I had an in-person interview. It was a panel with 4 managers who have experience with Salesforce. They asked really specific and thorough questions. The interview was scheduled for an hour and that's exactly how long it took.
Confirmed questions1 question
- Tell me about a time you had to give a client bad news but still kept the relationship strong.
CIBC Finance Consultant Interview Questions
Quoted word for word from CIBC interview reports.
“If you could be reborn as an animal, which one would you choose?”
Read reports →“Can you describe how Canadians' savings priorities have shifted because of the COVID-19 pandemic?”
Read reports →“Given that many senior clients are passing away, leading to business loss as their assets go to estates, what strategies would you implement to protect the business?”
Read reports →“Do you have any existing relationships with partners like mortgage advisors or accountants that could help grow the business?”
Read reports →“How would you handle a client who complains about their investment performance?”
Read report →“How would you approach building a successful business as an advisor?”
Read report →“How would you approach communicating with a new client who has never spoken with a financial advisor before?”
Read report →“What would you do if a customer was upset?”
Read report →“What makes you want to be a part of CIBC?”
Read report →Formats, difficulty and experience
Across all 43 CIBC interview reports.