Préparation à l'Entretien

Study Notes

Interview Prep - French Finance

Self-Presentation: The interviewee is a finance student at John Molson College, currently working as a financial assistant at Mansfield Private Counsel. She is passionate about finance and actively seeks opportunities to learn and contribute. She volunteers for events to understand the industry, joined a finance and investment association and actively participates to meet the objectives of the association.
Understanding Client Needs: The interviewee emphasizes the importance of considering factors such as the family, not just the individual, and the need to adapt financial plans to different situations and adapt plans given the client's needs. The interviewer emphasizes a proactive approach, adapting to unforeseen circumstances. Further, they mention a specialized private division targeting high-net-worth individuals.
Key Financial Planning Services: Key financial planning services offered include tax, estate, and investment planning, as well as insurance.
Defining Financial Planner's Role: The interviewee describes a financial planner's job as fully understanding the client's situation holistically, anticipating potential problems, creating a plan that encompasses this knowledge, and personalizing the plan to the client's needs and best interests.
Motivation for the Role: The student expressed interest to pursue a career in wealth management.
Candidate Strengths: The candidate highlights experience in client service, collaborative work, and building lasting relationships with clients as key strengths. She believes these are crucial for client-based roles.
Stagiary Experience: Information provided confirms that the role of a stagiary involves involvement with clients and a focus on learning. The amount of work is expected at 10 hours a week.
Evaluation of Performance: Methods for measuring performance remain vague; further probing could clarify this point.
Next Steps: The final process and interview questions were left unspecified.