Jobs in Canada

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Added 4 mins ago
FH
Director, Conference Services and Catering
Fairmont Hotels & Resorts
Lake Louise, AB
- Full-time
Subsidized staff accommodation provided on-site for full time status employees
Added 4 mins ago
SJ
Clinical Manager, Transplant & Kidney Care Clinics
St. Joseph's Healthcare Hamilton
Hamilton, ON · Charlton Campus
- Full-time
…that the staff within the clinical area operate within their professional scope of practice as defined by their regulatory body. The CM is responsible to ensure that all staff meet and…
Added 33 mins ago
DS
Supervised Behaviour Therapist
Developmental Services of Leeds and Grenville
Brockville, ON
- Temporary
…capacities related to client service delivery. In addition to the direct involvement in service delivery, a Supervised Behaviour Therapist plans and develops behavioural strategies and…
Added 34 mins ago
Behavioural Support Worker
Health Sciences North
Sudbury, ON
Provide direct, person-centred support to patients experiencing responsive behaviours, cognitive impairment, dementia, delirium, mental health concerns, or other behaviours that may impact…
Added 34 mins ago
Physiotherapist
Health Sciences North
Sudbury, ON
…$15,000 over three years ($5,000 per eligible year) to establish full-time practice in Northern Ontario. Positions must be fully funded by the Ministry of Health and Long-Term Care…
Added 34 mins ago
Physiotherapist
Health Sciences North
Sudbury, ON
…$15,000 over three years ($5,000 per eligible year) to establish full-time practice in Northern Ontario. Positions must be fully funded by the Ministry of Health and Long-Term Care…
Added 34 mins ago
Business & Financial Lead
Health Sciences North
ON · Sudbury, ON
Provide financial management, business planning and decision-support services to the Central Intake and eReferral programs, while providing strategic business support to managers…
Added 34 mins ago
Physiotherapist
Health Sciences North
Sudbury, ON
…$15,000 over three years ($5,000 per eligible year) to establish full-time practice in Northern Ontario. Positions must be fully funded by the Ministry of Health and Long-Term Care…
Added 34 mins ago
Physiotherapist
Health Sciences North
Sudbury, ON
…$15,000 over three years ($5,000 per eligible year) to establish full-time practice in Northern Ontario. Positions must be fully funded by the Ministry of Health and Long-Term Care…
Added 34 mins ago
Business & Financial Lead
Health Sciences North
ON · Sudbury, ON
Provide financial management, business planning and decision-support services to the Central Intake and eReferral programs, while providing strategic business support to managers…
Added 34 mins ago
Behavioural Support Worker
Health Sciences North
Sudbury, ON
Provide direct, person-centred support to patients experiencing responsive behaviours, cognitive impairment, dementia, delirium, mental health concerns, or other behaviours that may impact…
Added 49 mins ago
SH
Global Care Navigator, Canada (French-Speaking)
Spring Health
Remote, Canada
- $72,800 to $83,720 CAD / year
- Full-time
- Remote
…workflows and is highly responsive, resourceful, empathic, and professional. They have creative problem-solving skills and a passion for delivering a high-quality experience. This role will…
Added 1 hour ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
$50,000–$65,000 annually | Permanent full-time | In-office
Added 1 hour ago
R|
Executive Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the direct supervision of the Director of Operations, the incumbent provides administrative support to the CHILD-BRIGHT Network Central Office, committees, working groups, and…
Added 1 hour ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Additional specifications: Must have access to a vehicle for travel required as part of the position
Added 1 hour ago
KC
Manager, Supply Chain & E-Procurement (IVALUA)
KPMG Canada
Toronto, ON
- Full-time
…Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication…
Added 2 hours ago
MA
Registered Early Childhood Educator
Montessori Academy Learning Centre
Guelph, ON
- Full-time
Role Description This full-time, on-site Registered Early Childhood Educator role is based in Guelph, ON. The educator will plan and implement developmentally appropriate,…
Added 3 hours ago
MH
Medical Office Assistant/Receptionist
Myrtle HR Consulting
St. Paul, AB
- Full-time
…first point of contact while providing essential administrative support to physicians and clinic staff. We are looking for someone who takes pride in delivering exceptional customer…
Added 3 hours ago
FI
Director, Pre-Construction Sales
Fero International Inc.
Stoney Creek, NB
- Contract
Support private-sector diversification and approved international expansion by assessing priority markets, clients and partners, and coordinating review of funding, local standards,…
Added 4 hours ago
NS
Pharmacist - Clinical Pharmacy
Nova Scotia Health Authority
Halifax, NS
- Full-time
Permanent full-time position; 75 hours biweekly
Added 5 hours ago
WF
Associate
Wireless Fix
Dieppe, NB
- Full-time
Role Description As an Associate at Wireless Fix, you will work full time on-site at our location in Dieppe, NB, providing direct support and service to customers. Daily responsibilities…
Added 5 hours ago
PH
General Practitioner in Radiation Oncology - BC Cancer - Victoria
Provincial Health Services Authority
Victoria, BC
- Full-time
…to join its team in beautiful Victoria. This site offers a full range of services in Medical Oncology, Radiation Oncology, Palliative Care, and support services such as Nutrition, Clinical…
Added 5 hours ago
K
KNC - Instrumentation & Controls Discipline Lead - Nuclear Engineering
Kiewit
Oakville, ON
- Full-time
…engineer with a proven track record in nuclear projects and direct experience working with Nuclear…
Added 6 hours ago
EI
Manager, Project Delivery
Edmonton International Airport (YEG)
Edmonton, AB
- Full-time
…always celebrated. As strong believers in the power of setting professional goals and continuously encouraging team members to do so on a regular basis, YEG appreciates feedback on how it…
Added 6 hours ago
EI
Payroll Coordintor
Edmonton International Airport (YEG)
Edmonton, AB
- Full-time
…always celebrated. As strong believers in the power of setting professional goals and continuously encouraging team members to do so on a regular basis, YEG appreciates feedback on how it…

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