I applied online. The process took 1 day. I interviewed at Legacy Private Trust (Toronto, ON) in Aug 2023
Interview
It was a pretty straightforward interview with behavioural and technical questions. It wasn't difficult but it wasn't too easy. Make sure you prepare a question answer for what you do for fun and when you had difficult client questions.
Interview questions [1]
Question 1
Tell me a time when you had a difficult client and how did you deal with it.
I applied online. The process took 1 week. I interviewed at Legacy Private Trust (Jacksonville, FL) in May 2019
Interview
The phone interview with the portfolio manager was smooth. The fund manager wanted to know about my past experience dealing with portfolio rebalancing, market research, and client interactions. The benefits and job roles were outlined.
I applied online. The process took 3 weeks. I interviewed at Legacy Private Trust (Toronto, ON) in Jan 2019
Interview
It was straight to the point and direct. I met with the HR and another Officer. I appliead over the holidays and they asked me behavioural questions, targeted to getting to know how I would manage situations. The process was quick and i felt they were serious about the process and it was urgent.
