Legacy Giving Advisor cultivating and stewarding planned gifts for World Vision Canada, a nonprofit development, relief, and advocacy organization. Building donor relationships and managing legacy - giving portfolios.
About the role
- Real Estate Advisor at Desjardins building lasting client relationships and selling services related to residential properties. Offering support for enrollment requests and driving business objectives.
Responsibilities
- Help prospect for, solicit and build lasting business relationships with members and clients
- Sell products and services and provide services that meet clients’ needs
- Provide support for new DuProprio enrollment requests
- Drive results by reviewing requests for information on specialized products and services
- Promote and sell specialized products and services to meet clients’ needs
- Ensure member/client satisfaction and service quality
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Available to work five days per week, including one evening per week and two weekend days per month
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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