Canada Jobs® - Ai Resume Scoring
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Canada Jobs® - Ai Resume Scoring
Are you passionate about building enduring client relationships and providing comprehensive financial guidance?
Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals.
Our Mission:
At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation.
Career Description:
Join our expanding team in Southern California and Hawaii. As financial advisors, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.
What We Offer:
Performance-based compensation, untapped earning potential
Residual income
Subsidized health benefits
Customized personal business planning
Full marketing support, prospecting, and technical assistance
Robust technology platform, including customizable CRM software
Customized mentorship program with established advisors and managers
Ongoing resources and support, with autonomy to run your own practice
Opportunity to qualify for trips to enchanting destinations
In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts
Responsibilities:
Work closely with clients to identify and achieve their financial goals through personalized investment strategies.
Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives.
Cultivate lasting client relationships built on genuine interest, empathy, and solutions.
Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives.
Key Traits We Value:
Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans.
Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental.
Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions.
Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field.
Qualifications:
Bachelor's degree, preferably in finance or a related field
General understanding of financial services
Excellent interpersonal skills
Securities License
Life, Health & Accident Insurance License.
To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.
Great News! We've discovered an exciting live job opportunity for a Financial Advisor position in Canada. This job is currently open for hiring/recruiting by Sagient, exclusively for you at Canada Jobs. Feel free to download the job details here.
The work culture at Sagient must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Sagient and also by visiting their official website through Google.
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Financial Advisor jobs are available in Canada.
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The average salary range for Financial Advisor in Canada varies, but the standard pay scale is rated "Standard" in Canada. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
To apply for a job at Sagient follow the application process following the "Apply Now" button at Canada Jobs and also you can visit Sagient official career page and follow their application process.
Key qualifications for Financial Advisor typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
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Benefits for Financial Advisor positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
Not all jobs have remote job opportunities available. However, nowadays, many companies offer remote work options. You can find remote job listings for Financial Advisor on Canada Jobs.
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