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Added 1 hour ago
MC
Vice President, Finance & Business Operations
Make-A-Wish Canada
Toronto, ON
- $150,000 to $170,000 CAD / year
- Full-time
Advise and Partner: Serve as a trusted advisor to the Senior Vice President, Transformation & Operations, the CEO, and leadership colleagues on finance, risk, and business operations. Bring…
Added 1 hour ago
A
District Manager, (HUNTER) Majors Accounts
ADP
Calgary, AB
- Other
As a Senior Sales Representative, Core Major Accounts (Hunter), you’ll be responsible for driving net‑new business by identifying, engaging, and closing strategic Human Capital Management…
Added 3 hours ago
M
Senior H&B Consultant I
Marsh
Ottawa, 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 3 hours ago
AC
Commercial Lines Underwriter P&C – Middle Market
Aviva Canada
Markham, ON
- Full-time
We are seeking an experienced and results-driven Intermediate/Senior Commercial Lines Underwriter to join our Commercial Insurance team. In this role, you will be responsible for…
Added 3 hours ago
CR
Lead Policy Specialist - Indigenous
Canadian Red Cross
Canada
- Full-time
Act as a technical advisor to senior leadership on Indigenous policies and guidelines in alignment with the Indigenous Peoples Framework.
Added 3 hours ago
CE
Senior Cyber Security AI Advisor
Cenovus Energy
Calgary, AB
- Full-time
Act as the SME for Microsoft Azure cloud security, application security, identity and access management, AI security, and the NIST Cybersecurity Framework.
Added 3 hours ago
B
Insurance Advisor/Senior Insurance Advisor
BCAA
Richmond, BC
- Full-time
We are currently hiring an Insurance Advisor or Senior Insurance Advisor based in our Richmond Service Location!
Added 3 hours ago
J
Finance Director, Canada
JLL
Toronto, ON · CAN-CORP Toronto-Toronto, Canada
- Full-time
…business generating $250+ million in revenue across Real Estate Management Services, Markets, and Leasing. This is a high-impact, business-partnering role for a finance professional who…
Added 3 hours ago
PS
Advisor, Communications Business Partner
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As an Advisor, Communications Business Partner, you’ll work closely with the Senior Manager to support communications for PSP’s Corporate Groups, including Finance, Risk, Human Resources,…
Added 4 hours ago
SQ
Clinical Activities Specialist – Project Coordinator
Santé Québec Montérégie-Ouest
Hinchinbrooke, QC
- Temporary
Desired profileDESCRIPTION Reporting to the Senior Advisor for EDI, Partnerships and Corporate Affairs, the incumbent will contribute to:
Added 4 hours ago
N(
Academic Liaison, Energy & Natural Resources
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
This senior-level position combines various responsibilities, including academic administration, project management, student advising, and mentorship. Key focuses include continuous process…
Added 4 hours ago
OI
Senior IT Audit Specialist
OXARO Inc.
Ottawa, ON
- Full-time
OXARO is seeking an experienced Senior IT Audit Specialist to join our growing advisory practice.
Added 4 hours ago
B
SENIOR ADVISOR, BUSINESS STRATEGY AND OPERATIONS
BDC
Montreal, QC
- Full-time
As Senior Advisor, Business Strategy & Operations, you will work directly with the Director, Business Strategy & Operations and the Vice-President, Business Planning & Operationalization…
Added 4 hours ago
B
Business Analyst - BizApps - New Grad (January 2027)
BDO
Toronto, ON
- Full-time
Act as a trusted advisor to external clients and BDO project teams in implementing finance, supply chain, Human Resources, and Customer relationship management systems
Added 4 hours ago
OI
Senior IT Audit Specialist
OXARO Inc.
Ottawa, ON
- Full-time
OXARO is seeking an experienced Senior IT Audit Specialist to join our growing advisory practice.
Added 5 hours ago
IH
Human Resources Business Partner
Inspired HR Ltd
Calgary, AB
- Full-time
…needs. Your work will span employee relations, performance management, recruitment, engagement and HR…
Added 5 hours ago
V
Account Executive (Canada)
Verint
Canada
- Full-time
Build and maintain strong relationships with customer stakeholders, including senior executive leaders
Added 5 hours ago
IH
Human Resources Business Partner
Inspired HR
Calgary, AB
- Full-time
…needs. Your work will span employee relations, performance management, recruitment, engagement and HR…
Added 6 hours ago
Vice President, Finance & Business Operations
Make-A-Wish Canada / Rêves d'enfants Canada
Toronto, ON · Montreal, QC · Vancouver, BC · ON · AB
Advise and Partner: Serve as a trusted advisor to the Senior Vice President, Transformation & Operations, the CEO, and leadership colleagues on finance, risk, and business operations. Bring…
Added 6 hours ago
T
Sr. Business Systems Analyst-4
TD
Toronto, ON
- Full-time
The Senior Business Systems Analyst is a pivotal member of our technology and business solutions team, responsible for bridging the gap between organizational strategy and technical…
Added 6 hours ago
D
Senior Credit Risk Modelling Data Scientist
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
…clients while ensuring Desjardins’s long-term viability. As a Senior Credit Risk Modelling Data Scientist, you help meet the organization’s needs for risk quantification and credit…
Added 6 hours ago
Senior Executive Director, Physician Services
The Government of Nova Scotia
Halifax, NS
As the Senior Executive Director, Physician Services, you will be a member of the Department of Health and Wellness Executive team and a trusted advisor to the Associate Deputy Minister and…
Added 6 hours ago
Woodlands Accountant
Canfor
Prince George, BC
The Woodlands Accountant acts as a trusted advisor and strategic partner to operations leadership. Supported by Canfor’s broader Finance – Wood Products Canada group, this role provides…
Added 6 hours ago
MF
Senior manager, Investment Specialist
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
POSITION: Senior Manager, Investment Specialist
Added 6 hours ago
NA
Academic Liaison, Energy & Natural Resources
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
This senior-level position combines various responsibilities, including academic administration, project management, student advising, and mentorship. Key focuses include continuous process…

Entrust Financial Services

Senior Client Service and Planning Associate

Winnipeg, MB, Canada

Full-time

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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