HRMT 301 Assignment 3
Due: After completion of Lesson 10
Credit weight: 25% of your final grade
Expectations: 500–750 words
Summary: Developing a structured interview
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Format
Prepare your assignment in a format that is compatible with Microsoft Office. When naming your assignment file for submission, be sure to include your last name, the course name, and the assignment number, as in this example:
Smith_HRMT301v5_Assign3.docx
When your assignment is complete, return to the Assignment 3 link on the course website, and follow the instructions for submitting it.
Case Study
Investments Canada (IC) provides investment and wealth management services across eastern Canada. It specializes in personal financial advising and works with clients in saving and budgeting as well as tax, retirement, and estate planning.
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IC is expanding to western Canada, with plans to open new offices in Edmonton, Calgary, and Vancouver within the next six months. They need to fill up to 15 vacancies for the Financial Advisor position. Important duties for a financial advisor include the following (Indeed.com, 2022):
Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goalsMonitoring client portfolios to ensure these meet their progress and target requirementsProviding tax, income, and estate guidance for clients while being able to answer questionsRegularly attending training sessions to stay up-to-date with regulatory or industry changesAssisting with marketing and communications to help grow their customer baseProactively resolving or preventing banking or portfolio problemsEducating clients to ensure they understand how their money is being managed
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Questions (40 marks total)
Suppose you are designing an applicant screening process for this company. Identify the three things you would be most inclined to screen for and. For each of these three things, how would you do the screening? Include a rationale for each component of your response. (10 marks)Design an assessment centre (AC) that could be used to select the Financial Advisors. What procedures would you include in the AC? Provide a rationale and explain your reasoning. (10 marks)CLICK HERE TO GET THIS ANSWER (ORIGINAL)
3. Based on this case study, identify the core competencies or behaviours that are important to job performance for a Financial Advisor within this company. Using these competencies, develop a standardized list of interview questions (i.e., for a structured interview) and a scoring guide with benchmark or sample answers. (20 marks)
Instructions
Use headings and sub-headings to clearly indicate which parts of the assignment you are answering in each section of your response.Your answers must demonstrate knowledge of the course materials and be based upon or reference an authority. Clearly reference any information that you quote directly or paraphrase, using APA Style.All quotations and sources of ideas (paraphrased) should be identified by in-text citations and a reference list, including material from the textbook, course readings, course site, or any other source.The Athabasca University Calendar contains information about interpretations of and penalties for plagiarism and academic misconduct. Please review this information.Contact your Academic Expert via the Student Support Portal if you have any questions about this assignment or how to cite paraphrased or quoted material correctly. The Student Support Portal can be accessed by clicking on the “Make a Request” button in the top right-hand corner of your screen from the course homepage.
Reference
Indeed.com. (2023). Financial advisor job description: Top duties and requirements. https://ca.indeed.com/hire/job-description/financial-advisor
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Evaluation Rubric
Exceeds Expectations
Meets Expectations
Partially Meets Expectations
Marks
8–10 marks
6–7 marks
0–5 marks
Q1
/10
Demonstrates a strong understanding of the importance and process of developing a screening process.
Answer is well supported by relevant course concepts and theories.
Writing style is clear, concise, and appropriate for business communication; applies correct grammar, spelling, and structure; complies with APA Style.
Demonstrates an acceptable understanding of the importance and process of developing a screening process.
Answer adequately uses relevant course concepts and theories to support response.
Writing contains some errors in grammar, spelling, and structure, and/or does not consistently comply with APA Style.
Demonstrates a developing or poor understanding of the importance and process of developing a screening process.
Answer includes minimal or no relevant course concepts and theories to support response.
Writing contains many errors in grammar, spelling, and structure and/or poorly complies with APA Style.
Marks
8–10 marks
6–7 marks
0–5 marks
Q2
/10
Demonstrates excellent understanding of the factors to consider when developing an assessment centre.
Demonstrates a high level of understanding of applicable theories and concepts.
Writing style is clear, concise, and appropriate for business communication; applies correct grammar, spelling, and structure; complies with APA Style.
Demonstrates a basic understanding of the factors to consider when developing an assessment centre.
Demonstrates an acceptable level of understanding of applicable theories and concepts.
Writing contains some errors in grammar, spelling, and structure and/or does not consistently comply with APA Style.
Demonstrates an inadequate understanding of the factors to consider when developing an assessment centre.
Demonstrates a poor understanding of applicable theories and concepts.
Writing contains many errors in grammar, spelling, and structure and/or poorly complies with APA Style.
Marks
16–20 marks
10–15 marks
0–9 marks
Q3
/20
Demonstrates excellent understanding of the core competencies and relevant interview questions with robust benchmarks/samples.
Demonstrates a high level of understanding of applicable theories and concepts.
Writing style is clear, concise, and appropriate for business communication; applies correct grammar, spelling, and structure; complies with APA Style.
Demonstrates a basic understanding of the core competencies with some relevant interview questions and adequate benchmarks/samples.
Demonstrates an acceptable level of understanding of applicable theories and concepts.
Writing contains some errors in grammar, spelling, and structure and/or does not consistently comply with APA Style.
Demonstrates a minimal understanding of the core competencies and lacks relevant interview questions and/or benchmarks/samples.
Demonstrates a poor understanding of applicable theories and concepts.
Writing contains many errors in grammar, spelling, and structure and/or poorly complies with APA Style.
HRMT301v5 Assignment 3 © Athabasca University September 2023
