Jobs in Canada

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Added 27 mins ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
…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…
Added 27 mins ago
R|
Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Reporting to the Chair of the Department of Pediatric Surgery, the Fellowship and Bursary Administrative Assistant provides administrative support to the department’s fellowship and…
Added 27 mins ago
Casual Billing Clerk (PWU)
Alectra Utilities
Hamilton, ON
Added 42 mins ago
TI
Senior Administrator / Assistant to the CEO
TWMG Inc.
Montreal, QC
- Full-time
Role Description The Senior Administrator / Assistant to the CEO is a full-time, on-site role based in Montreal, QC. This role supports the CEO with daily administrative and organizational…
Added 42 mins ago
J
Accounting Manager - Financial Reporting
Jobgether
Canada
- $100,000 to $125,000 CAD / year
- Full-time
Must be based in the Greater Vancouver, BC area and able to attend in-person team sessions five days per quarter
Added 57 mins ago
J
Accounting Manager - Financial Reporting
Jobgether
Canada
- $100,000 to $125,000 CAD / year
- Contract
Must be based in the Greater Vancouver, BC area and able to attend in-person team sessions five days per quarter
Added 1 hour ago
TS
Assistant Store Manager
The Salvation Army in Canada
Calgary, AB
- Full-time
Added 2 hours ago
CC
Accounting Clerk
Cornwall Community Hospital
Cornwall, ON
- Part-time
Day Shift Monday through Friday - Schedule subject to change
Added 2 hours ago
XF
Office Administrator
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Mississauga, ON
- Full-time
Insurance Brokerage Assistant – Personal & Commercial Lines
Added 2 hours ago
CC
Accounting Clerk
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Cornwall, ON
- Full-time
Day Shift Monday through Friday - Schedule subject to change
Added 4 hours ago
R&
Executive Assistant III
Robertson & Company Ltd.
Toronto, ON
- Contract
Prime Hires is seeking a skilled Executive Assistant III to join our client in support of an existing vacancy.
Added 4 hours ago
A
Coordinator, Oncology
AbbVie
Montreal, QC
- Full-time
Experience working as a coordinator, administrative assistant or equivalent role is an asset.
Added 4 hours ago
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Laboratory Assistant – Bioprocess Trainee – Bioprocess Development Group, Lallemand Inc.
Lallemand
Montreal, QC
- Full-time
About the team: The Laboratory Assistant – Bioprocess Trainee will join the Bioprocess Development Group in Lallemand Corporate R&D, a group operating at the interface between laboratory…
Added 4 hours ago
OP
Administrative Assistant
Oxford Properties Group
Vancouver, BC
- Full-time
The Vancouver Management Office is looking for a Receptionist & Executive Assistant. Reporting to the Vice President, Leasing & Operations, you'll be the first point of contact for everyone…
Added 5 hours ago
FC
Capacity Planning Manager PMO
Fidelity Canada
Mississauga, ON
- Full-time
Added 6 hours ago
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SITE COSTING CLERK - LONDON SITE
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London, ON
- Contract
The Laframboise Group is seeking a Job Costing Clerk with Accounting experience. This is a contract-term, field-based position, working 40+ hours per week, at our project site in London,…
Added 6 hours ago
UT
Senior Administrative Assistant # 26-28630
US Tech Solutions
Toronto, ON
- $27 to $32 CAD / hour
- Contract
Must have Executive Assistant experience · Must have experience supporting senior executives
Added 6 hours ago
TS
Maintenance Support Assistant
The St. Lawrence Seaway Management Corporation
Brossard, QC
- Full-time
Do you like everything to be in its place and work to be well planned? As Maintenance Support Assistant on our Maintenance Planning team, you will be the link between planning and the…
Added 6 hours ago
VB
Accounts Payable Clerk
Vaco by Highspring
Toronto, ON · North York, ON
- Contract
Fully onsite, 5 days per week in North York
Added 6 hours ago
PÀ
Comptable adjoint/comptable adjointe
Place à l'emploi – Longueuil Rive-Sud
Longueuil, QC
- Full-time
Added 6 hours ago
W
Restructuring and Insolvency Legal Assistant
W3Global
Calgary, AB
- $75,000 to $90,000 CAD / year
- Full-time
…range of industries. The firm is seeking an experienced Legal Assistant to join its Restructuring & Insolvency practice group in…
Added 6 hours ago
TS
Assistant Store Manager
The Salvation Army Canada and Bermuda Territory
Calgary, AB · Chinook Thrift Store
- Full-time
Added 7 hours ago
Benefits Assistant
Bayshore
Mississauga, ON
The Benefits Assistant provides administrative support to the Benefits Team, primarily responsible for the day-to-day data entry, record maintenance, and transaction processing related to…
Added 7 hours ago
K
Partner Administrative Supervisor
KPMG
ON · Toronto, Ontario
- Full-time
College diploma or an equivalent combination of education/experience in administrative assistant skill set
Added 7 hours ago
NN
Office Administrator and Executive Assistant
Nurse Next Door
ON · MISSISSAUGA, Ontario
- Full-time
We are seeking a warm, highly organized, and resourceful Office Administrator and Executive Assistant to manage the day-to-day functions of our office and provide direct executive support…

Entrust Financial Services

Senior Client Service and Planning Associate

Winnipeg, MB, Canada

Full-time

Apply on LinkedIn About employer

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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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Work requirements

Jobs in Canada