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
- Senior Wealth Management Advisor helping clients execute financial strategies through personalized advice. Building and maintaining business relationships in a hybrid work environment based in Canada.
Responsibilities
- Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
- Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
- Recommend strategies and solutions to the senior advisor when developing plans.
- Monitor market movements and trends likely to influence members’ and clients’ investments.
- Take part in a range of promotional activities including speaking events, information sessions and other special events.
Requirements
- Bachelor's degree in a related field
- A minimum of six years 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
Experience level
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Not specified
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