Financial Advisor/ Wealth Management Consultant?

Save to Favorites

Are you an existing, or former, Financial Advisor/ Wealth Management Consultant?

We’re excited to offer a volunteer sales consultant/ fundraiser position within our North American division. The role involves outreach to potential corporate partners.

Location: Remote

Role: Our organization, The Wilms Cancer Foundation, is dedicated to supporting children battling kidney cancer and their families internationally.

To achieve our fundraising goals, we create partnerships with "Wealth Management Consultants" to provide charitable tax solutions for there clients. Specifically, we reduce tax burdens by offering a "suite of charitable related tax solutions" including:

Charitable Tax Receipts;

Gifting Publicly Traded Securities;

Registered Accounts & Life Insurance;

Planned Giving Programs;

Donor-Advised Funds (DAFs);

Securities & RRSP/RRIF Donations;

Charitable Remainder Trusts (CRTs);

Responsibilities: We require an experienced Wealth Management Consultant to identify, develop and manage new and existing partnerships with other Wealth Management Consultants and firms.

Time Commitment: 10 hours per week

Why Volunteer with Us: While this is initially offered as a volunteer position, it is hoped that it will transition to full time paid employment. Significant job placement opportunities include;

Work for an internationally recognised non-profit/ children’s cancer charity;

Make valuable contacts through excellent networking prospects;

Potential for a full-time position pending funding;

Secure a valuable future reference;

Real world learning of non-profits and the charitable sector;

Gain practical experience in data entry and international outreach;

Enhance communication and organizational skills;

Contribute to a meaningful cause.