Location kelowna, regional district of central okanagan
Job Type Full-time
Posted June 09, 2026

Role Description

Manager, Tax Retirement and Estate Planning Services

Location: Hybrid - Anywhere in Canada

Compensation

Target total compensation: $117,600 - $166,880 (salary + bonus). Permanent roles only.

Responsibilities

  • Professional development support for Distribution partners and ensuring account executives and inside sales support remain current and proficient in product application and technical knowledge.
  • Provide department and divisional management with assessments of developing trends and noteworthy issues in the insurance and investment market, including product applications, product design, pricing, target market initiatives.
  • Complete other projects and initiatives as assigned from time to time.
  • Support Distribution partners (internal staff and external advisors) with technical and advanced marketing support and case consultation support, both verbal and written aimed at attracting and retaining life, health an...

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