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
- Investment Assistant supporting advisors in securities account management at Desjardins Group. Handling administrative tasks and client communications to ensure high quality standards.
Responsibilities
- Prepare the necessary documentation for member and client meetings.
- Manage the advisors’ calendars and voicemail.
- Complete account openings, forms and securities transactions as directed by the advisor(s).
- Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
- Take part in producing reports and statistics and preparing related documents.
Requirements
- College diploma in a related field
- A minimum of one year of relevant experience
- Knowledge of French is required
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
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