IG Wealth Management Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 88 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at IG Wealth Management.
IG Wealth Management
Financial Advisor
Entry Average Positive experience No offer 2 rounds
Interview process
Recruiter call Technical screen
Interview formats
Behavioral Other
The interview process went well and was about 30 minutes long, including a role-playing exercise. The questions ranged from tough to easy, with the difficulty increasing progressively. The first interview was with HR, covering basic information about the role and salary expectations. The second round was conducted by the team leader.
Confirmed questions1 question
- What are your 5-year career aspirations?
IG Wealth Management
Financial Advisor
Mid Average Negative experience No offer 2 rounds
Interview process
Recruiter call Background check Background check Offer
Interview formats
Behavioral Technical
The interview process was long and involved several interviews, extensive background checks, and credit checks. The first interview lasted an hour, and the second was similar in length. They requested sensitive financial information, including financial statements and my CRA notice of assessment. Despite spending hours on their questionnaires and interviews, they never provided any feedback or an offer. I felt unappreciated and that they did not respect my time.
Confirmed questions2 questions
- Can you describe your financial background?
- How capable are you of attracting assets from previous clients?
IG Wealth Management
Financial Consultant
Entry Average Positive experience Accept offer 1 round
Interview process
Recruiter call Presentation Background check Offer
Interview formats
Behavioral Presentation
I got an email from the Division director at the Oakville office, and I went to see him in 2 days. It was a very professional interview where he told me about the company, financial planning, and the future of the industry. They are looking for people that want to pursue a certification in financial planning. If you do not have financial interests and a willingness to help people financially, this is not for you. Your interest is the clients. Don't treat the job like sales; treat it as helping people reach their financial goals at all stages of their life, from life insurance, mortgage, investments, saving for kids, until retirement.
Confirmed questions3 questions
- In terms of value, what can you contribute to our company?
- What is your capacity for bringing clients to the company?
- What is your motivation for choosing Investors Group?
IG Wealth Management Finance Consultant Interview Questions
Quoted word for word from IG Wealth Management interview reports.
“Can you handle having no income at the start of your career?”
Read reports →“What methods would you use to persuade someone that purchasing insurance or mutual funds is a superior choice compared to buying from a bank?”
Read reports →“Could you describe yourself with three adjectives, and how would your friends describe you with three adjectives?”
Read reports →“What are your salary expectations for your first, third, and tenth year as a consultant?”
Read reports →“How many people do you know personally who might be interested in our services?”
Read report →“Are you capable of networking with 200 individuals within a single month?”
Read report →“Imagine you need to sell a financial product to a young, intelligent individual. How would you approach that sale?”
Read report →“As you're new to the city, your contact list isn't very long. What and how will you do to expand your client base?”
Read report →“Given that this is a full-time role and involves some upfront expenses on your end, can you manage those costs while you're establishing your clientele?”
Read report →Formats, difficulty and experience
Across all 88 IG Wealth Management interview reports.