Financial Development Professional

9 hours ago

Collingwood, Ontario, Canada TalentSphere Staffing Solutions Full time
Job Summary

We are seeking a skilled Financial Development Professional to join our team in the Collingwood area. This is an exciting opportunity for someone who enjoys working with high net-worth clients and has experience in financial services or large charitable organizations.

About the Role

This role will involve supporting donor relations initiatives, managing the granting process, assisting with gift planning, conducting research, and providing administrative and financial support. Working on-site in our state-of-the-art office, you will report to the Director of Foundations & Donor Services.

  • 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
Requirements

To be successful in this role, you will need:

  • 5+ years of experience working with high net-worth clients
  • Extensive knowledge of the Canadian charitable sector
  • Knowledge of donation strategy and estate planning
  • Familiarity 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
Compensation and Benefits

The estimated salary for this role is between $65,000-75,000 per year, plus benefits. We offer a competitive compensation package and a collaborative work environment that values diversity and inclusion.

If you are passionate about making a difference in your community and have the necessary skills and experience, we encourage you to apply for this exciting opportunity.

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