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 responsible for developing trusting relationships with clients. Advising on financial strategies and products while ensuring member satisfaction and business goals.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer them financial advice, and help them choose appropriate solutions
- Drive results by developing strategies and recommending investments, loans, and insurance products
- Work with various partners and experts to design integrated strategies that meet the needs of members and clients
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate - Autorité des marchés financiers
- 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
Degree requirement
Location requirements
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