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 in hybrid role advising clients on financial strategies. Responsible for managing relationships and providing tailored solutions to members' financial goals.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
- Stay up-to-date on the financial services industry, market trends and best practices in your field.
- Participate in outreach activities and represent the credit union in the community.
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual Funds Representative certificate — Autorité des marchés financiers (AMF)
- Proficiency in French 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 for 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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