Jobs in Canada

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Added 28 mins ago
UO
Senior Advisor, Executive Operations
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Added 1 hour ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Entrust Financial Services - Winnipeg, Manitoba
Added 1 hour ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 2 hours ago
PC
Corporate Finance Senior Associate (Bilingual FR/EN)
Pwc Canada
Quebec, QC
- Full-time
As a Corporate Finance Senior Associate (Bilingual FR/EN) , you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high-quality client service and…
Added 2 hours ago
PC
Forensic & Dispute Services  Senior Associate (Bilingual FR/EN)
Pwc Canada
Quebec, QC · Montreal, QC
- Full-time
As a Forensic & Dispute Senior Associate (Bilingual FR/EN), you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and…
Added 3 hours ago
MA
Actuarial Specialist (Associate) – Retirement & Health Benefits
Marsh Agency
Montreal, QC
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 3 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 4 hours ago
MA
Oliver Wyman - Sr. Analyst, Associate Team Lead; Team Lead; Director-Data and Analytics (DNA) - Toronto
Marsh Agency
Toronto, ON
- Full-time
Oliver Wyman is a global management consultancy working across all areas of industry, financial services, government, and non-profit organizations. Clients approach us with their most…
Added 5 hours ago
Senior Associate, Business Development (Finance/Accounting Staffing Agency)
Vaco by Highspring
Toronto, ON
Senior Associate, Business Development, Talent Solutions
Added 5 hours ago
Associate Director, Business Development (IT Agency Staffing & Recruitment)
Vaco by Highspring
Vancouver, BC
Associate Director, Business Development, Technology
Added 6 hours ago
PC
Senior Associate, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Senior Associate, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN), you will work with a team of professionals to help anticipate and solve internal control…
Added 6 hours ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
- Full-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 6 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 hours ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Quebec, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 hours ago
L
Étudiant(e) en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
LinkedIn
Quebec, QC
- Part-time
Joignez-vous à un magasin détenu et exploité localement pour aider à offrir des services de santé, de beauté et de commodité dans votre communauté, et pour garder le client au centre de…
Added 6 hours ago
PS
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 6 hours ago
PS
Financial Technical Analyst
Publicis Sapient
Toronto, ON
- $100,000 to $145,000 CAD / year
- Full-time
Open to hybrid work arrangement of 3-4 days per week from the Client offices in the downtown Toronto
Added 7 hours ago
CG
Environmental Services Supervisor, Evening
Compass Group Canada
Carbonear, NL
- Full-time
…Functions of the department. Personnel Management includes new associate interviews, selection, hiring, evaluation and on occasion termination in accordance with Compass Standards, Client…
Added 7 hours ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel soir
LinkedIn
Repentigny, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 7 hours ago
C
Bilingual Caseworker Support Associate
Cencora
AB · Edmonton, AB
- Full-time
This role is in support of Cencora's patient and provider support and pharma commercialization services in Canada marketed through our Innomar Strategies business.
Added 7 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 7 hours ago
RC
Temporary Risk Consulting Senior Associate
RSM Canada
Toronto, ON
- Full-time
RSM is seeking a Risk Consulting Senior Associate to join our Risk Consulting practice and support a regulatory compliance monitoring and testing engagement within the financial services…
Added 7 hours ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 7 hours ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Laval, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

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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Work requirements

Jobs in Canada