Wealth Service Coordinator
Chelsea is a Wealth Service Coordinator at Alitis, working with clients to answer their inquiries, carry out their requests, and help them with their long-term planning.
Prior to joining Alitis, Chelsea worked in retail banking in 2010 for RBC and later CIBC in a variety of positions including Client Service Representative, Account Manager, and Financial Service Representative. Having been with Alitis for a number of years, Chelsea has a passion for building strong client relationships and helping people reach their financial goals.
Chelsea is currently enrolled in the Canadian Securities Course (CSC®). Upon completion, she will continue her studies with the goal of becoming a licensed adviser.
Chelsea grew up in Victoria and has lived in Campbell River since 2015. She is an avid outdoor enthusiast and enjoys camping, dirt biking and operating her own hobby farm.