Informal Interview with Commercial Banking and Wealth Mgmt on the same day

Hey everyone, first post here but I've been browsing posts for a year or two now. I'm a senior undergraduate finance student at a Canadian non-ivey business school. Through some networking I got in touch with two senior managers, one is from Commercial Banking and one is from Wealth Management / Private Banking. I'm currently working at this bank but as a bank teller/financial advisor parallel to school. I'm looking to transition up to one of the two groups that the managers are in for when I finish university in August so that I can later work my way up to something more prestigious like a relationship manager role.

**What questions can I ask during these coffee meetings that will help me stand out and make me an attractive candidate for the role? ** My Background: - non-target 3.0 GPA - analyst at the school's private equity investment fund - worked 2 years as a teller then financial advisor selling MF/Credit parallel to school at one of Canada's largest banks. - people/sales oriented, would like to build up analytical skills to complement my other strengths/skills.

1 Comments
 

Et consequatur sed rerum atque. Est id deserunt ullam ad impedit vel ut.

Sit velit repudiandae occaecati ea. Blanditiis temporibus vel cupiditate fuga dolorum et molestiae suscipit. Non debitis iure est.

Enim necessitatibus in corporis aperiam quis odio non. Et vitae non est ipsa numquam voluptatem iusto.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”