Job Posting Details

investment Advisor, Encompass Credit Union

Location:Wainwright, Alberta
Posting Date:November 28, 2017
Closing Date:until filled
Web Site:www.encompasscu.ca
Employment Type:Full-time

Planwright Financial Ltd.

We are currently seeking an

Investment Advisor

This permanent, full-time position with PlanWright Financial serves clients in our seven locations in East Central Alberta. PlanWright Financial is located in Wainwright, Alberta and is a subsidiary company of Encompass Credit Union Ltd. The successful candidate will establish and develop relationships with new and existing members, assist them with financial inquiries and grow their investment and insurance portfolios.

Key Responsibilities:

· Portfolio Management: service and grow an existing book of clients.

· Financial Planning & Advice: actively sell qualified investments, insurance, and planning services to meet clients’ needs; provide clients with recommendation toward achieving their financial goals and objectives.

· Business Development: actively solicit new business opportunities, network with external business organizations, and participate in community initiatives and events.

Education and Experience:

· Minimum: 6 years of related experience in Investment Sales & Financial Planning, successful completion of “Investment Funds in Canada”, Licensed Mutual Funds agent and Life Insurance License (LLQP), Level II Life and Accident & Sickness Licensee.

· Preferred: 6+ years of Wealth Management experience, Certified Financial Planner designation, Canadian Securities course, Bachelor of Commerce Degree or other Financial Degree from a recognized post-secondary institution.

PLANWRIGHT FINANCIAL LTD.

We care passionately about assisting our clients to realize their dreams and empowering economic growth in our communities. We believe strongly in the benefits of giving back through grants, scholarships and funding. Our employees are an integral part of our success and we take care to ensure that we provide them with all of the benefits and resources that they may need.

Learn more about PlanWright Financial and Encompass Credit Union

THE COMMUNITY

Wainwright is a thriving community located on Highway 14, just two hours southeast of Edmonton, near the beautiful Battle River Valley; just over an hour southwest of Lloydminster. With a median age of 39, Wainwright is a friendly, youthful and progressive community. The 2016 Alberta Place-to-Place Price Comparison Survey rated Wainwright #1 for having the lowest cost of living out of the 35 communities that were surveyed, making Wainwright an affordable place to grow and prosper.

Wainwright serves as the commercial hub in east central Alberta with a local economy supported strongly through agriculture, oil and gas, small business, and a military establishment.  Wainwright offers excellent amenities including hospital/medical facilities, K–12 public and separate schools, shopping, an 18 hole golf course, indoor swimming pool, twin arenas, curling rink, soccer fields, and ball diamonds.  Wainwright’s small town atmosphere makes it a great place to call home.

Compensation:

Compensation is commensurate with experience and education. We provide a comprehensive benefits package including 100% health and dental care, health care spending account, matched pension, generous paid vacation & personal leave, and educational opportunities.

Please submit resume directly to:

Connie McMann

VP, Human Resources

Encompass credit Union Ltd.

502 – 10 St., Wainwright, AB T9W 1P4

connie.mcmann@encompasscu.ca

Closing Date: Friday, December 20, 2017 or until a suitable candidate is found.

We thank all applicants for their interest and will contact those selected for an interview