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Regional Manager, Planning & Advice

  • Full Time
  • Anywhere

Envision Financial

Envision Financial — Kelowna, Central Okanagan

We are currently seeking a Regional Manager, Planning & Advice to join our team. The Regional Manager, Planning & Advice provides leadership, coaching, and direction to the Financial Planner team within an assigned division, with accountability for business development, portfolio and relationship growth, advice quality, regulatory compliance, and disciplined expense management. This role drives a …

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