Join Us

Are you looking to do something meaningful in your life?

Do you really want to make a significant difference in people’s lives?

Do you want to work in an environment that enables you to grow, both professionally and personally?

If you answered yes to any of the questions above, you may want to consider joining the Unicorn family.

We take pride in how we set ourselves apart from other financial institutions.  Unicorn conducts itself as one, with genuine pride for our profession.  We strive to deliver excellence and the utmost care to our clients.

How does Unicorn support our consultants?

A major factor for you, when you are considering whether to join an organization, will be whether this is an enterprise with a strong support system that can guide you to success.

1. Personal Development

Our consultants are the backbone of Unicorn.  We provide continuous training, mentoring and personalized coaching to ensure that you have the support and development you need in order to provide real value to your clients.

2. A Strong Research Team

Our whole organsiation takes great care as to which insurance and investment products are recommended to individual clients.  Our specialized teams frequently meet to discuss and debate financial products and services, the market outlook and opportunities for the use of investment instruments.

3. Professional Development

The financial services industry tends to attract a lot of very effective sales people.  However, we believe that financial planning is a profession whose practitioners should have a strong belief in their vocation.  Unicorn is unique in training its consultants to the highest standards in client servicing and professional practice.  And so we are not driven by sales…. We always aim to give authentic care.

Robin Tan is Unicorn’s Executive Director with responsibility for developing and training our consultants.  He says:

“I focus on training our planners for success – ‘success’ being defined as how many people’s lives are made better by interaction with our planners.how we make a valuable contribution to society.  After all, we are a private enterprise in the business of public service.”

How do you join Unicorn as a consultant?

Our recruitment process has several key stages, which are outlined here.  Our overriding aim is to ensure that our new consultants will be able to thrive and grow as part of the Unicorn family.

1. Attend ‘YOLO’ (You Only Live Once!)

If you are curious about what it’s like to be a financial consultant, please come along to one of our monthly YOLO sessions.  Details of the next upcoming session can be found here.

2. Interviews

You will be invited to meet a few of the leaders within our organisation. These interviews enable us to get to know you better and understand your motivation in seeking to become a financial consultant.  Just as importantly, you have the opportunity to get to know us and our unique characteristics so that you can make an informed decision about joining us.

3. Professional Exams

In order to be a financial planner in Singapore, you must hold a license, which is issued by the Singaporean authorities.  In order to be licensed, you must pass 8 modular examinations, which are set by the authorities.  It usually takes about six weeks to take these exams but some consultants have done it in less time.

4. Cultural Training Program

This five day intensive training program introduces candidates to the Unicorn culture and the resources that we offer to continuously support and train our consultants.  Training also covers professional development topics and you will be introduced to your coaching group.  CTP is compulsory for all candidates.

5. Candidate Coaching Program

While waiting to pass your exams and receive your licence, you are encouraged to attend our bi-weekly coaching program for candidates, which is designed to assist you in your learning.

6. Licensed Consultant

Congratulations!  You’ve made it to become a licensed consultant!  But this is just the start of your journey.  Now you have every opportunity to work hard, grow and make a difference.

Please CONTACT US to talk to someone about joining Unicorn as a Financial Consultant.  We would love to hear from you!