Jobs in Canada

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Added 2 hours ago
Associate Principal/Strategy & Medical Affairs (Life Sciences)
Charles River Associates - Private
Toronto, ON
…that will give you access to our global practice where you can get exposure to colleagues from our global offices and gain experience across a wide range of geographies, therapeutic areas,…
Added 3 hours ago
UO
Senior Advisor, Executive Operations
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…supports effective execution and alignment across the Dean’s Office. Anticipates issues and developments that may affect the Dean’s responsibilities and the Faculty’s priorities,…
Added 3 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
This is a valued, permanent client service and planning support position. Licensing can broaden your responsibilities as a licensed assistant, with no expectation that you move into an…
Added 3 hours ago
R|
Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…and Bursary Administrative Assistant provides administrative support to the department’s fellowship and observership programs, including the PartnerOne Global Surgery (POGS) program and…
Added 4 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
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TA
SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Mississauga, ON
- Part-time
Style-driven and ready to level up? Discover how finding your fit at the ALDO Group can spark your passion for fashion and inspire your next chapter.
Added 5 hours ago
PC
Forensic & Dispute Services  Senior Associate (Bilingual FR/EN)
Pwc Canada
Quebec, QC · Montreal, QC
- Full-time
Our forensic and disputes specialists provide solutions and support for clients dealing with litigious matters, fraud, regulatory and crisis situations. As part of the team, you will help…
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Shipper-Receiver
Wolf Steel Ltd
Barrie, ON
- Full-time
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Added 5 hours ago
MA
Health & Benefits COE Associate
Marsh Agency
Montreal, QC
- Full-time
Marsh Canada’s Health & Benefits Center of Excellence (COE) is seeking a Health & Benefits COE Associate to join our onshore team.
Added 8 hours ago
Senior Associate, Business Development (Finance/Accounting Staffing Agency)
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Toronto, ON
Senior Associate, Business Development, Talent Solutions
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WC
(CAN) Directs Store Delivery Associate
Walmart Canada
Prince George, BC
- Full-time
Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 8 hours ago
L
Laboratory Assistant – Bioprocess Trainee – Bioprocess Development Group, Lallemand Inc.
Lallemand
Montreal, QC
- Full-time
…group also plays an important role in developing talent who can bridge laboratory research, process development, and production…
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TC
HR Business Partner Manager, Distribution Center
TJX Canada – Winners, Marshalls, HomeSense
Delta, BC
- $89,208 to $135,086.4 CAD / year
- Full-time
…employee engagement, strengthen organizational effectiveness, and support productivity within a unionized environment while proactively mitigating legal and compliance risks. This is an…
Added 8 hours ago
OP
Associate, Marketing & Communications
Oxford Properties Group
Toronto, ON
- Full-time
Our flexible hybrid work guideline requires teams to come to the office a minimum of 4 days per week
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Associate Director, Business Development (IT Agency Staffing & Recruitment)
Vaco by Highspring
Vancouver, BC
Associate Director, Business Development, Technology
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Associate Manager, New Concepts (Product Development)
HelloFresh
Toronto, ON
This means a minimum of 2 days in office per week, with most teams in office between 2-3 days a week
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Assistant Store Manager
Canna Cabana
Ancaster, ON
- $19.5 to $21.5 CAD / hour
- Full-time
Must have proficiency in Microsoft Office
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SALES ASSOCIATE-EN
La Vie En Rose
Tsawwassen, BC
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Be on the lookout for new products so you can share your top picks with your customers;
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Business Analyst
Publicis Sapient
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Open to hybrid work arrangement of 3-4 days per week from the Client offices in the downtown Toronto
Added 9 hours ago
PS
Financial Technical Analyst
Publicis Sapient
Toronto, ON
- $100,000 to $145,000 CAD / year
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Added 9 hours ago
P
Assistant Store Manager - Customer Experience
PetSmart
Grande Prairie, AB
- Full-time
…effective teams, and challenge each other to be the best they can be. This posting reflects an existing vacancy, and we are actively seeking candidates for this…
Added 9 hours ago
AT
Senior Associate, Quality Assurance & Regulatory Affairs
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
Adler Therapeutics Inc. is looking for a motivated and detail-oriented Senior Associate, Quality Assurance & Regulatory Affairs to join our growing team.
Added 9 hours ago
LV
SALES ASSOCIATE-EN
La Vie En Rose
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- Full-time
Be on the lookout for new products so you can share your top picks with your customers;
Added 9 hours ago
D
Dyson Expert - West Island
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- Full-time
…looking for! Join our exciting team to learn more about how you can contribute to a winning…
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Administration Support
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- Internship
As an Administrative Support associate, you will play a key role in supporting day-to-day logistics operations. This entry-level position is ideal for someone who is organized, efficient,…

Entrust Financial Services

Senior Client Service and Planning Associate

Winnipeg, MB, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 12, 2026
Posting language: English
Posted: Nov 12, 2026

Original job description

Senior Client Service and Planning Associate

Entrust Financial Services - Winnipeg, Manitoba

$50,000–$65,000 annually | Permanent full-time | In-office

Bring Your Financial Services Experience to Entrust

Entrust Financial Services is an independent financial advisory firm focused primarily on wealth management and financial planning for individuals, corporate clients, charities, and foundations.

Our practice combines investment and retirement planning with a distinctive focus on charitable giving, including donor-advised funds and other giving structures. We also manage investments for charities, foundations, and endowments. Insurance complements our broader planning services.

Following the expansion and full renovation of our south St. Vital office, we are seeking an experienced professional to work directly with our CEO and Senior Advisor.

Your Role

You will take ownership of client service and administration, help prepare financial plans, and keep work moving from initial request to completion. Your responsibilities will include:

Preparing for client meetings, scheduling reviews, and tracking follow-up.
Keeping the Senior Advisor informed of important client conversations, outstanding issues, and next steps.
Coordinating investment account paperwork, transfers, transactions, and new-client onboarding.
Maintaining accurate client records and ensuring required documents reach the dealer and other institutions.
Gathering information and helping build and update financial plans in Conquest for advisor review.
Using AI tools to improve correspondence, meeting follow-up, marketing preparation, and administrative efficiency.
Supporting educational communications, existing-client outreach, newsletters, and digital marketing.
Assisting with routine insurance service requests as appropriate to your experience and training.

The Senior Advisor presents planning recommendations to clients. Your contribution is to help prepare accurate work and deliver consistent, attentive service.

What You Bring

At least three years of relevant financial services experience; five years preferred.
Working knowledge of investments, account administration, and client service processes.
The ability to organize competing priorities, work independently, and follow through reliably.
Strong communication skills, accuracy, discretion, and sound judgment.
The ability to learn quickly, apply feedback, and avoid recurring errors.
Practical experience using AI to improve your work, together with the judgment to check and refine its output.
Proficiency with Microsoft Office and experience using a CRM.
Willingness to complete relevant licensing requirements as agreed.

We welcome candidates from wealth management, banking, investment advisory, and insurance backgrounds.

Conquest, Act!, marketing automation, AdvisorStream, charitable-account experience, and existing investment or insurance licensing are assets. Prior insurance experience and existing licensing are not required. Conquest training can be arranged.

Our practice uses a customized Act! CRM, ChatGPT, Continuum, and AdvisorStream. You should be comfortable using technology and interested in finding practical ways to work more effectively.

A Long-Term Role with Room to Develop

This is a valued, permanent client service and planning support position. Licensing can broaden your responsibilities as a licensed assistant, with no expectation that you move into an advisor role. We welcome people who want to build a long-term career in professional support.

What We Offering

$50,000–$65,000 annual salary, based on relevant experience and qualifications.
Bonus depending on qualifications.
Group health and dental benefits.
Employer-matched retirement savings plan.
Support for role-related licensing and selected professional development, agreed individually.
A recently renovated office and direct collaboration with an experienced Senior Advisor.

Location: 1615 St. Mary’s Road, Winnipeg. This position is entirely office-based.

Hours: Monday to Friday, 8:30 a.m.–5:00 p.m.

Apply on LinkedIn About employer

More about this job

Responsibilities

Coordinate client service and administration, including meeting preparation, scheduling, follow-up, investment account paperwork, transfers, transactions, onboarding, and accurate recordkeeping. Gather information and help prepare and update financial plans in Conquest, while supporting client communications, marketing, and routine insurance service requests.

Requirements

Candidates need at least three years of relevant financial services experience, with five years preferred, and working knowledge of investments, account administration, and client service processes. Strong organization, communication, accuracy, discretion, Microsoft Office and CRM proficiency, practical AI experience, and willingness to complete agreed licensing requirements are expected.

Skills

Client Service
Financial Planning Support
Client Onboarding
Financial Plan Preparation
Conquest
Act! CRM
Microsoft Office
Artificial Intelligence Tools
Client Communication
Organization
Attention to Detail
Discretion
Follow-Through
Insurance Service Support
Digital Marketing

Benefits

Group Health and Dental Benefits
Role-Related Licensing Support
Professional Development Support
Bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Investment Management
Client Service
Client Onboarding
Conquest
Act! CRM
ChatGPT
Continuum
AdvisorStream
Microsoft Office
Artificial Intelligence
Marketing Automation
Digital Marketing
Charitable Giving
Donor-Advised Funds
Retirement Planning
Insurance
Investment Transfers
Financial Plan Preparation
Client Records
Licensing
Educational Communications

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Jobs in Canada