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S
Stage Experience Lead - Full Time
sephora.com
Dartmouth, NS
- $20.7 to $25.9 CAD / hour
- Full-time
…Skincare, Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring that all members of their team execute Sephora’s selling…
Added 1 hour ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Supporting educational communications, existing-client outreach, newsletters, and digital marketing.
Added 1 hour ago
PV
Temporary part-time (70% - 26 hrs and 15 min per week) Administrative Assistant - Emerald Ridge Elementary
Prairie Valley School Division
White City, SK
- Part-time
…communities, we invite you to apply for the Administrative Assistant position at Emerald Ridge Elementary School in the community of White City. Emerald Ridge Elementary School offers grade…
Added 1 hour ago
PV
Temporary part-time (50% - 18 hrs and 45 min per week) Administrative Assistant
Prairie Valley School Division
White City, SK
- Part-time
…communities, we invite you to apply for the Administrative Assistant position at Ecole White City School in the community of White City. Ecole White City School offers grade K - 8…
Added 2 hours ago
W
Administrative Assistant I
Worley
Vancouver, BC
- Full-time
We are currently recruiting for a Project Administrative Assistant. Our team includes world class experts and dynamic go-getters. This is a full-time position based in Vancouver, British…
Added 2 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
Serves as a trusted administrative assistant to the Regional Vice-President (RVP), providing confidential support and exercising sound judgement and discretion when managing priorities,…
Added 3 hours ago
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Administrative Assistant
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- Full-time
The Administrative Assistant I is responsible for a range of administrative duties including, answering calls, document management, servicing office equipment, conference room bookings and…
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PC
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The Legal Assistant is responsible for the administrative and coordination functions for the Legal team. In this role you will prepare legal documents, draft and review commercial leases,…
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PC
Franchising Legal Assistant - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
The Legal Assistant is responsible for the administrative and coordination functions for the Legal team. In this role you will prepare legal documents, draft and review commercial leases,…
Added 4 hours ago
UO
Research Assistant
University of British Columbia
Vancouver, BC · UBCV | Liu Institute for Global Issues (LIU)
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CUPE 116 Hourly - Research Assistant /Technician 3
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Administrative Assistant - AY2 - Primary Care-Adjoint e administratif-AY2-Soins primaires
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- Full-time
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Added 4 hours ago
WI
Executive Assistant
WSP in Canada
Gatineau, QC
- Full-time
WSP is seeking an experienced Executive Assistant to support the Executive Vice President for the Property & Buildings Sector.
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SD
Gérant(e) adjoint(e) de l’avant du magasin, rémunéré(e) à l’heure – PHX temps partiel jour
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- Part-time
· Posséder d’excellentes aptitudes pour l’encadrement, les interactions interpersonnelles et les communications.
Added 5 hours ago
LH
Medical Assistant/Medical Office Administrator
LMC Healthcare
Toronto, ON
- Full-time
Our growing team is looking for a Medical Assistant/Medical Office Administrator who can work for us on a permanent full-time basis supporting our LMC Etobicoke clinic (1723 Kipling Avenue,…
Added 5 hours ago
DT
Assistant Manager II
Dollar Tree Stores
Okotoks, AB
- Full-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 5 hours ago
DT
Assistant Manager II
Dollar Tree Stores
Okotoks, AB
- Full-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 5 hours ago
UO
CCFM - EM Provincial Program Assistant
University of British Columbia
Trail, BC · IH | Kootenay Boundary Regional Hospital (KBRH)
- $32.84 to $37.67 CAD / hour
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UO
Head Coach and General Manager - Men's Soccer
University of British Columbia
Kelowna, BC · UBCO | Gymnasium (GYM)
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TU
CCFM - EM Provincial Program Assistant
The University of British Columbia
Trail, BC
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Added 5 hours ago
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Assistant Professor, Indigenous Studies
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Calgary, AB
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The successful candidate will join the Department of Humanities at the rank of Assistant Professor.
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TU
Head Coach and General Manager - Men's Soccer
The University of British Columbia
Kelowna, BC
- Full-time
Leads the effective selection, mentorship and evaluation of assistant coaches and other team personnel.
Added 5 hours ago
AG
Administrative Assistant
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Victoria, BC
- Part-time
Hours of Work: Part-time, 28 hours per week (4 days per week)
Added 5 hours ago
WI
Executive Assistant
WSP in Canada
Ottawa, ON
- Full-time
WSP is seeking an experienced Executive Assistant to support the Executive Vice President for the Property & Buildings Sector.
Added 5 hours ago
WI
Executive Assistant
WSP in Canada
Gatineau, QC
- Full-time
WSP is seeking an experienced Executive Assistant to support the Executive Vice President for the Property & Buildings Sector.

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: 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

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