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
- Wealth Management Advisor developing tailored financial strategies for affluent clients. Collaborating with professionals to meet client needs and contribute to sales objectives in a hybrid role.
Responsibilities
- Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients
- Develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals
- Work closely with a team of professionals and specialized partners from various fields
- Actively contribute to meeting sales objectives by developing action plans based on the business plan
- Stay up-to-date on market trends and best practices in your field
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Certificate in Financial Planning
- 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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