Financial Adviser - Planner

Alitis has an immediate opening for an experienced financial services professional in our Campbell River office to assist with client relationship management, financial planning and insurance.

The ideal candidate will have experience in financial planning, possessing a CFP or equivalent designation, as well as having experience with investments and insurance and can work well in a fast-paced team environment. This position will support client service for our investment private clients, prepare and deliver written financial plans and support all insurance sales and service.

Please click the link below to view the full job posting.