WHO WE ARE

Alitis Wealth Planning Inc., in partnership with Alitis Investment Counsel Inc., is a boutique financial planning firm dedicated to delivering personalized, high-touch service to our clients. Founded in 2009 in Campbell River, BC, Alitis brings an Ultra High Net Worth approach to financial planning, insurance, and estate planning. With over $500 million in assets under management and a team of more than 20 professionals across offices in Campbell River, Comox, and Victoria, we are committed to helping families and businesses achieve their financial goals with integrity and expertise.
We partner with PPI Management Inc., a leading managing general agent (MGA), to offer a comprehensive range of insurance products through Canada’s top insurance providers. Our team of Certified Financial Planners (CFP®) adheres to the highest ethical standards, ensuring client interests always come first.

THE OPPORTUNITY

We are seeking a motivated and detail-oriented Licensed Life Insurance Agent to join our growing team. This is an in-person role based in Comox or Campbell River.
The ideal candidate will have 3–5 years of experience as an insurance agent, with a strong passion for client service. Experience in financial planning is essential; a CFP designation or progress toward is preferred.
In this role, you will support Alitis clients and brand by being our in-house insurance planning specialist. You will be managing Alitis’ insurance business, servicing existing policies and writing new business for our client base while also sourcing new clients that fit our target market. You will collaborate closely with Alitis Portfolio Managers to deliver integrated financial planning and contribute meaningfully to the support and success of our clients.

SALARY RANGE AND COMMISSION STRUCTURE ARE FLEXIBLE AND WILL BE TAILORED BASED ON THE EXPERIENCE, QUALIFICATIONS, AND PREFERRED COMPENSATION MODEL OF THE SUCCESSFUL CANDIDATE. OPTIONS INCLUDE BASE SALARY PLUS COMMISSION, OR COMMISSION-ONLY WITH A HIGHER EARNING POTENTIAL

In addition, we offer a comprehensive group benefits program, employer-funded group RRSP, and four weeks’ vacation.
Alitis is an equal opportunity employer. We are committed to creating a diverse environment. All applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.
We thank all candidates for their applications; however, only shortlisted candidates will be contacted.
Please note that we are unable to provide any sponsorship or support work visas of any kind at this time. Applicants must be able to work in Canada for any employer in a full-time, permanent capacity without sponsorship.
Job Types: Full-time, Permanent
Pay: $40,000.00-$60,000.00 per year

Benefits:

• Company events
• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• Mileage reimbursement
• On-site parking
• RRSP match
• Tuition reimbursement
• Vision care
• Wellness program

Work Location: In perso

Please refer the Job description for details