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Added 30 mins ago
WR
Pathologist's Assistant - Full Time - MET
Windsor Regional Hospital
Windsor, ON
- Full-time
A Pathologist's Assistant, (PA), is an intensively trained allied health professional who provides anatomic pathology services under the direction and supervision of a pathologist. It is…
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Port Alberni, BC
- Part-time
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Campbell River, BC
- Full-time
Billing support to assist with claims and revenue management.
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
…prevention-focused model, with an emphasis on chronic disease management, patient health, and long-term…
Added 2 hours ago
NO
Medical Office Assistant
NYT-Pediatric Occupational Therapy
North Vancouver, BC
- Part-time
Part-Time Clinic Receptionist / Administrative Assistant
Added 2 hours ago
SM
Unit Assistant, Emergency
Stevenson Memorial Hospital
Alliston, ON
- Internship
There is the expectation that you are available to work weekdays, weekends and all shifts (days, nights, 12 hour shifts)
Added 2 hours ago
SM
Storeperson
Stevenson Memorial Hospital
Alliston, ON
- Full-time
This position plays an important role in ensuring the efficient receipt, distribution, purchasing, and inventory management of supplies that support the delivery of exceptional patient care.
Added 2 hours ago
W
Cost Control Assistant
Webuild
Ottawa, ON
- $70,000 to $90,000 CAD / year
- Full-time
…attention to detail and financial acumen will drive effective cost management and support project…
Added 3 hours ago
UO
Lead Executive Assistant
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
File Management: Establishes and maintains an effective filing system to maintain the confidentiality of records and ensure the availability of complete, accurate records for future…
Added 3 hours ago
LC
Pharmacy Assistant, Hourly Full Time Day
Loblaw Companies Limited
Dauphin, MB
- Full-time
Diploma from a Pharmacy Assistant credited course preferred
Added 3 hours ago
Secretary 3
Winnipeg Regional Health Authority
Winnipeg, MB
Successful completion of a formal post-secondary administrative assistant program required.
Added 4 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Entrust Financial Services is an independent financial advisory firm focused primarily on wealth management and financial planning for individuals, corporate clients, charities, and…
Added 4 hours ago
R|
Executive Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…including meeting coordination, communications, documentation management, operational follow-up, and occasional support for reports, presentations, events, and…
Added 4 hours 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 4 hours ago
R|
Research Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Performing tissue processing and maintaining clear lab records.
Added 4 hours 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 6 hours ago
XF
Office Administrator
Xeed Financial Group
Mississauga, ON
- Full-time
Maintain accurate client records in the brokerage management system.
Added 6 hours ago
MH
Medical Office Assistant/Receptionist
Myrtle HR Consulting
St. Paul, AB
- Full-time
A medical clinic in St. Paul, Alberta, is seeking a dedicated Medical Office Assistant / Receptionist to join its patient-focused team.
Added 7 hours ago
OH
APP Orthopedic Surgical Spine
Olathe Health
Pavilion 1, BC
- Full-time
Advanced practice certification required
Added 7 hours ago
RH
Administrative Assistant
Robert Half
Kitchener, ON
- $50,000 to $57,000 CAD / year
- Full-time
On behalf of our client, Robert Half is seeking an Administrative Assistant to join a scientific instrument manufacturing organization in Kitchener, ON. This on-site position offers the…
Added 7 hours ago
OH
APP HOSPITALIST
Olathe Health
Pavilion 1, BC
- Full-time
Advanced practice certification required
Added 8 hours ago
V
Vans: Assistant Gérant - Premium Outlets Montreal
Vans
Mirabel, QC
- $23.6 to $31.2 CAD / hour
- Full-time
A day in the life of an Assistant Store Manager at Vans looks a little like this.
Added 9 hours ago
MP
Pharmacy Data Specialist
MediSystem Pharmacy
Mississauga, ON
- Full-time
As a Pharmacy Data Specialist, you will use your Pharmacy Assistant expertise within the pharmacy industry to specialize in the inputting of prescriptions into MediSystem Pharmacy's…
Added 10 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 10 hours ago
WS
Administrative Assistant & Front Desk
WD SWIM
Markham, ON
- Full-time
The Administrative Assistant & Front Desk serves as the primary point of contact for parents, members, and visitors. This role plays a key part in delivering excellent customer service…

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