Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 13 mins ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Entrust Financial Services - Winnipeg, Manitoba
Added 13 mins ago
R|
Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Updates departmental funding timelines with the Associate Chair of Education in line with McGill Postgraduate Medical Education (PGME) guidelines, updates, circulates for review and posts…
Added 13 mins ago
C
Part-Time Sales Lead - Famous Footwear
Caleres
Tsawwassen, BC
- Part-time
Bring the Positive Vibes: Embrace diversity and inclusivity as our team superpower, ensuring every associate feels valued and respected. Maintain a positive and proactive mindset, even in…
Added 28 mins 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…
Added 44 mins ago
B
Associate, Investor Relations and FP&A
Brookfield
Toronto, ON
- Full-time
The Associate will focus on supporting Brookfield Corporation’s Investor Relations (IR) and Financial Planning & Analysis (FP&A) functions, contributing to the execution of the company’s IR…
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Assiniboia, SK
- Part-time
Must have good interpersonal and communication skills (oral)
Added 1 hour ago
TS
Union Store Associate
The Salvation Army in Canada
Saskatoon, SK
- Part-time
Added 1 hour ago
TS
Union Store Associate
The Salvation Army in Canada
Saskatoon, SK
- Part-time
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Ottawa, ON
- Part-time
Must have good interpersonal and communication skills (oral)
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Halifax, NS
- Full-time
Must have good interpersonal and communication skills (oral)
Added 1 hour 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 1 hour ago
PC
Forensic & Dispute Services  Senior Associate (Bilingual FR/EN)
Pwc Canada
Quebec, QC · Montreal, QC
- Full-time
…provide support to our clients who wish to investigate potential financial crime, support clients responding to regulatory enquiries, help clients review and remediate systems and controls…
Added 2 hours ago
GC
Associate Quality Designer
Game Companies
Vancouver, BC
- Full-time
As an Associate Quality Designer, you will work with us to create end-to-end quality strategy by analysing data, researching product iterations to establish impactful testing practices that…
Added 2 hours ago
WS
Shipper-Receiver
Wolf Steel Ltd
Barrie, ON
- Full-time
Must have a Valid Forklift License for consideration - please submit with resume** · Must have an existing forklift certification and be able to pass an internal training & testing program
Added 2 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. This role supports local Health & Benefits consulting…
Added 2 hours ago
MA
Compensation Consultant (Senior Associate)
Marsh Agency
Montreal, QC
- Full-time
This position will be based in Montreal and will follow a hybrid work model, with a requirement to work in the office at least three days per week · All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 2 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
MA
Oliver Wyman - Sr. Analyst, Associate Team Lead; Team Lead; Director-Data and Analytics (DNA) - Toronto
Marsh Agency
Toronto, ON
- Full-time
Associate Team Leader - At least 3 years of previous working experience in specialised consulting firms, top tier banking or financial institutions.
Added 3 hours ago
MA
Executive Rewards Senior Associate & Project Manager
Marsh Agency
Toronto, ON
- 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 4 hours ago
WC
Asset Protection Operations Team Associate
Walmart Canada
Cochrane, AB
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 4 hours ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Full-time
Involvement with financial reports as appropriate
Added 4 hours ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Toronto, ON
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 4 hours ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Concord, ON
- Part-time
As a Famous Footwear Sales Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 4 hours ago
WC
Asset Protection Operations Team Associate
Walmart Canada
Kemptville, ON
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 4 hours ago
WC
(CAN) Manager, Business Operations eCommerce
Walmart Canada
Mississauga, ON
- Full-time
…management, operational planning, and ensuring compliance, financial scrutiny, and customer…

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

Report this job

Work requirements

Jobs in Canada