Gift Planning Associate

3 weeks ago


Collingwood, Ontario, Canada TalentSphere Staffing Solutions Full time
About the Role

We are seeking a highly skilled Gift Planning Associate to join our team at a niche financial firm based in the Collingwood area. The ideal candidate will have experience in financial services or with a large charitable organization and will play a key role in supporting donor relations initiatives, managing the granting process, and providing administrative and financial support.

Key Responsibilities
  • Provide exceptional support to new and existing donors, their advisors, and charities
  • Implement and facilitate gift planning strategies
  • Implement and monitor disbursements and recurring gifts
  • Support the grant processing team
  • Stay abreast of charity strategy developments and relevant matters affecting charitable giving
Qualifications
  • 5+ years experience working with high net-worth clients
  • Extensive knowledge of the Canadian charitable sector
  • Knowledge in donation strategy and estate planning
  • Familiar with family and multi-generational philanthropy
  • Exceptional research, administrative, and communication skills
  • Strong technical knowledge and experience using multiple systems including Microsoft Office, Outlook, and CRM tools
Why Work Here?

This is an amazing organization where you will love your job, love your office family, and your working environment. It's a dream job for the right person.



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