Jobs in Canada

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Added 1 min ago
WA
Full-Time Call Center Specialist - In Office
We An-Ser
Regina, SK
- $17 CAD / hour
- Full-time
At We An-Ser, we provide professional telephone answering and customer communication services that help businesses remain accessible and responsive. Our team supports clients by handling…
Added 1 min ago
UO
Team Coordinator, Security
University of Ottawa
Ottawa, ON
- Full-time
Reporting to the Manager of Security operations, the incumbent delivers a consistent and superior level of customer service to students, faculty, and staff by actively seeking out…
Added 1 min ago
UO
Lead Executive Assistant
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Customer Service: Greets, informs and redirects internal and external clients. Receives and screens correspondence and phone calls intended for senior management, determines their relevance…
Added 1 min ago
UO
Intermediate Specialist, Academic Advising
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to…
Added 1 min ago
C
Financial Advisor CIRO-ID (Urban)
CIBC
Ottawa, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 min ago
SC
barista - Store# 22605, AVALON MALL
Starbucks Coffee Company
St. John's, NL
- Full-time
As a Starbucks barista, you’ll create the Starbucks Experience for our customers through excellent service and expertly-crafted products. You’ll be in an energetic store environment where…
Added 16 mins ago
RP
Pharmacy Manager
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $54 to $60 CAD / hour
- Full-time
As a Pharmacist at Rexall, you’ll ensure excellence in patient care, customer service, and operational efficiency. Your Patient focused responsibilities will include:
Added 16 mins ago
RP
Pharmacy Manager
Rexall Pharmacy Group Ltd.
Toronto, ON
- Full-time
As a Pharmacist at Rexall, you’ll ensure excellence in patient care, customer service, and operational efficiency. Your Patient focused responsibilities will include:
Added 16 mins ago
LC
Pharmacy Relief, Hourly Part Time Day
Loblaw Companies Limited
Dauphin, MB
- Part-time
Commitment to providing exceptional customer service
Added 16 mins ago
LC
Pharmacist, Hourly Full Time Day
Loblaw Companies Limited
Dauphin, MB
- Full-time
Commitment to providing exceptional customer service
Added 16 mins ago
HT
Buyer (Contract)
Husky Technologies
Bolton, ON
- Full-time
The primary focus for the CSM (Customer Service Management) Buyer position is to ensure on-time delivery of parts to the required date of the Operation teams.
Added 16 mins ago
O
Inside Sales Representative
OPENLANE
Nisku, AB
- Full-time
…responsible for driving sales growth and providing excellent customer experiences on all OPENLANE platforms. In this role, you will have the opportunity to utilize your sales expertise and…
Added 16 mins ago
NF
Grocery Clerk Part Time Day
No Frills
Smithers, BC
- Part-time
Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs
Added 16 mins ago
LC
Pharmacy Assistant, Hourly Full Time Day
Loblaw Companies Limited
Dauphin, MB
- 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 16 mins ago
AC
Dietary Aide
Aramark Canada
Hamilton, ON · Waterdown, ON
- Full-time
Maintains friendly, efficient, positive customer service demeanor toward customers, clients, and co-workers.
Added 16 mins ago
L
Seasonal Full Time Educator | Chinook Centre
lululemon
Calgary, AB
- Full-time
Must have proof of the Right to Work and evidence relating to associated local legislative requirements (EMEA only) · Must have the ability to travel to assigned store with own transportation methods
Added 16 mins ago
NF
Produce Department Manager Full Time Day
No Frills
Smithers, BC
- Full-time
Exceptional customer service skills with a talent for building customer loyalty
Added 16 mins ago
CO
Desktop & Mobility Technician 1 - Under Review
City of Winnipeg
Winnipeg, MB
- Full-time
IMPORTANT: Applicants who have been educated outside of Canada must have education which is comparable to the minimum qualification in Canada
Added 16 mins ago
AC
Chef Manager - Manufacturing Operations
Aramark Canada
Cambridge, ON
- Full-time
Friday day shift with the occasional weekend or evening requirement for caterings or special events
Added 16 mins ago
AC
Cook
Aramark Canada
Waterloo, ON
- Full-time
Maintains excellent customer service and positive demeanor towards guests, customers, clients, co-workers, etc.
Added 16 mins ago
Y
GET
Yokogawa
NB · Chiasson Office, NB
- Full-time
◆ Customer Relationship Management / Account Management
Added 16 mins ago
L
Assistant Manager, Guest Experience | Midtown, Saskatoon
lululemon
Saskatoon, SK
- Full-time
Must have the ability to travel to assigned store with reliable transportation methods
Added 16 mins ago
M
Front of House - Bartender
Moxies
Kamloops, BC
- Full-time
…hospitality driven, team-oriented people to become a part of our service team. As a Bartender, you are the center-stage of the lounge. Your main goal is to ensure each guest who walks into…
Added 16 mins ago
AC
Food Service Worker
Aramark Canada
Woodstock, ON
- Full-time
The Food Service Worker will assist the manager with food/meal preparation; maintain cash receipts and meal records. Assist manager in completing daily reports. Maintain high standards of…
Added 16 mins ago
M
Front of House - Server
Moxies
Kamloops, BC
- Full-time
…hospitality driven, team-oriented people to become a part of our service team. With many different key responsibilities a Server may have, this role is crucial in creating an outstanding…

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