Jobs in Canada

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Added 26 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Branch…
Added 1 hour ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
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.
Added 2 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Remote, Canada
- Full-time
- Remote
…scope, schedule, resources, budget, risks, issues, and customer communications while keeping the project focused on agreed outcomes. You will also serve as a trusted advisor to customer…
Added 3 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
Prepares communications and materials circulated on behalf of the RVP
Added 4 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Canada
- Full-time
…scope, schedule, resources, budget, risks, issues, and customer communications while keeping the project focused on agreed outcomes. You will also serve as a trusted advisor to customer…
Added 4 hours ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
Added 4 hours ago
II
Vice President, Brand Health Tracking
Ipsos in Canada
Toronto, ON
- Full-time
…Health Tracking, serving as both a commercial leader and trusted advisor to clients. This individual will be responsible for managing and growing a significant revenue stream, strong client…
Added 5 hours ago
RB
Coordinator, Digital Marketing
Royal Bank of Canada
Toronto, ON
- Full-time
As the Marketing Coordinator within the Wealth Marketing Canada (WMC) web team, you will be the go-to executor for advisor website requests across the country. This is a hands-on,…
Added 5 hours ago
UO
Coordinator, OIPH Learning Health System
University of Calgary
Calgary, AB
- Full-time
…programs, a community of practice, advisory structures, and communications and knowledge…
Added 5 hours ago
UO
Head Coach and General Manager - Men's Soccer
University of British Columbia
Kelowna, BC · UBCO | Gymnasium (GYM)
- Full-time
In conjunction with the Student-Athlete Success & Compliance Advisor, responsible for orienting student-athletes to the policies and regulations of the University, Department of Athletics…
Added 5 hours ago
TU
Head Coach and General Manager - Men's Soccer
The University of British Columbia
Kelowna, BC
- Full-time
In conjunction with the Student-Athlete Success & Compliance Advisor, responsible for orienting student-athletes to the policies and regulations of the University, Department of Athletics…
Added 5 hours ago
Manager, Federal Agencies & Marine Authorizations, Pacific Link
Trans Mountain
Calgary, AB
Added 6 hours ago
R
Coordinator, Digital Marketing
RBC
Toronto, ON
- Full-time
As the Marketing Coordinator within the Wealth Marketing Canada (WMC) web team, you will be the go-to executor for advisor website requests across the country. This is a hands-on,…
Added 6 hours ago
NR
Human Resources Advisor
Northview Residential REIT
Calgary, AB
- Full-time
We are looking for a Human Resource Advisor to join our Corporate-HR/Payroll team in Calgary, AB. Reporting to the Manager, Human Resource, you will be Providing practical HR support and…
Added 6 hours ago
Vice President, Brand Health Tracking
Ipsos
Toronto, ON
…Health Tracking, serving as both a commercial leader and trusted advisor to clients. This individual will be responsible for managing and growing a significant revenue stream, strong client…
Added 6 hours ago
S
Senior Compensation Analyst
SGS
Canada
- $82,500 to $110,000 CAD / year
- Full-time
Acts as a trusted compensation advisor to senior leaders, HR Business Partners, and other stakeholders for assigned client groups, providing guidance on complex compensation decisions,…
Added 7 hours ago
T
TDS Operations Analyst III
TD
Toronto, ON
- Full-time
Added 7 hours ago
SG
Spécialiste de l'expérience client/Customer Experience Specialist
Solutions GURUS (GURUS Solutions)
Montreal, QC
- Full-time
…Specialist to join our high-performing team and act as a trusted advisor to our clients as they scale their operations with NetSuite and our ecosystem of…
Added 8 hours ago
Senior Advisor, Environmental Stakeholder Liaison
VIA HFR - VIA TGF Inc
Ottawa, ON · Montreal, QC · Toronto, ON
Would you like to take on a stimulating, high-impact challenge? We are looking for a Senior Advisor, Environmental Stakeholder Liaison.
Added 8 hours ago
AH
Sr. Human Resource Generalist
ATS Healthcare (Canada)
Vaughan, ON
- Temporary
…administration, HR compliance, and employee engagement. As a trusted advisor to leaders and employees, this role provides guidance on complex employee matters, leads HR initiatives and…
Added 8 hours ago
Corporate Secretariat Coordinator
National Research Council Canada
Ottawa, ON
Individuals must have lived in Canada for a sufficient period of time to enable the security screening process
Added 8 hours ago
M
Director, Mass Markets
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
…national strategy and future-state service model for mass market advisor support across Insurance and Guaranteed Wealth. This role brings together business strategy, advisor experience,…
Added 9 hours ago
RB
Branch Operations Assistant
Royal Bank of Canada
Niagara Falls, ON
- Full-time
Help manage incoming communications from clients, Advisors and other internal and external partners.
Added 9 hours ago
Customer Experience Specialist
GURUS Solutions
Montreal, QC
…Specialist to join our high-performing team and act as a trusted advisor to our clients as they scale their operations with NetSuite and our ecosystem of…
Added 9 hours ago
Health and Safety Advisor
Driving Force Group of Companies Recruitment Team
Edmonton, AB
Please note that this position is based at our Edmonton Corporate Office and requires an on-site presence five days per week

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: May 11, 2027
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.

Familiarity with Morningstar Advisor Workstation, Conquest, Naviplan, FreshPlan, Act!, AdvisorStream, ChatGPT, Claude, Continuum, charitable-account experience, and existing investment or insurance licensing are assets. You should be comfortable using technology and interested in finding practical ways to work more effectively.

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 Offer

$50,000–$65,000 annual salary, based on relevant experience and 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., including a one-hour unpaid lunch.

Preferred start: As soon as practical, respecting the successful candidate’s existing commitments.

Apply on LinkedIn About employer

More about this job

Responsibilities

Manage client service and administrative workflows, including meeting preparation, follow-up, investment account paperwork, transfers, transactions, onboarding, and accurate client records. Gather information and help prepare financial plans, 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, technology skills, Microsoft Office and CRM proficiency, and willingness to complete agreed licensing requirements are expected.

Skills

Client Service
Financial Planning Support
Client Onboarding
Financial Plan Preparation
Client Record Management
Meeting Coordination
Follow-Up Tracking
Insurance Service Support
Communication
Organization And Prioritization
Accuracy And Attention To Detail
Discretion And Judgment
Microsoft Office
CRM
AI Tools

Benefits

Group Health And Dental Benefits
Role-Related Licensing Support
Professional Development Support

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Investment Management
Retirement Planning
Charitable Giving
Donor-Advised Funds
Client Onboarding
Financial Plans
Conquest
Morningstar Advisor Workstation
Naviplan
FreshPlan
Act!
AdvisorStream
ChatGPT
Claude
Continuum
Microsoft Office
CRM
AI Tools
Insurance Services
Investment Transfers
Client Communications
Digital Marketing
Licensing

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Work requirements

Jobs in Canada