Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 3 hours ago
NA
Healthcare Support Worker Neurosurgical & OMFS Theatres
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
An exciting opportunity has arisen to join the Neurosurgical & OMFS Theatre team as a Band 3 Healthcare Support Worker within the Institute of Neurological Sciences at the Queen Elizabeth…
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kamloops, BC
- Part-time
Regular, Part-time or Full-Time (up to 1.0 FTE)
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Nanaimo, BC
- Part-time
BC Cancer – Victoria offers a full range of services in Medical Oncology, Radiation Oncology, Palliative Care and support services such as Nutrition, Clinical Trials and Patient and Family…
Added 4 hours ago
CO
Senior HR Business Partner
City of Saint John
Saint John, NB
- Full-time
…across multiple HR disciplines. You have delivered HR strategic support in unionized, multi-stakeholder environments in public or private…
Added 7 hours ago
EB
Directeur Régional, Origination Bilingue / Bilingual Regional Director, Origination
EQ Bank
Montreal, QC
- Full-time
…commercial real estate financing transactions ($20M+) with direct clients, mortgage brokers and new partners as well as preparing loan summaries, issuing loan proposals, inspecting…
Added 7 hours ago
GE
Senior Sales Executive | Fabricated Steel
Grey Eagle Consulting
ON · Durham, ON
- Full-time
Hybrid Flexibility: Minimum one day per week at the Whitby facility, with flexibility to work remotely and visit clients
Added 8 hours 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 9 hours ago
ET
Sales Supervisor
Execulink Telecom
Woodstock, ON
- Full-time
You deserve an awesome career! At Execulink, you'll join a team of talented individuals who feel like family and support your growth and career goals. As we rapidly grow, we continue our…
Added 11 hours ago
UO
Manager, Research and Analytic Services
University of Calgary
Calgary, AB
- Full-time
The Cumming School of Medicine invites applications for a Manager, Research and Analytic Services. This Full-time Fixed Term position is for approximately 15 months (based on length of…
Added 11 hours ago
OD
Customized Employment Specialist
Open Door Group
Surrey, BC
- $33.49 to $35.31 CAD / hour
- Full-time
…Much of your work will happen in the community. You'll spend time getting to know job seekers through conversation, activities and observation; exploring employment possibilities alongside…
Added 11 hours ago
Field Engineer, Pacific Link (Contract)
Trans Mountain
Calgary, AB
With our expanded pipeline system now in place, Trans Mountain provides enhanced direct access for Canadian crude oil to world markets. The expansion realizes a world-class system for oil…
Added 11 hours ago
SC
Sales Associate Endy & Casper (Halifax) Full-Time Permanent
Sleep Country Canada
Halifax, NS
- Full-time
This is a current open full-time industry leading position that offers a base salary plus competitive commission as well as monetary bonuses for meeting monthly targets. There are no limits…
Added 12 hours ago
CH
Case Manager (Anti Human Trafficking)
Covenant House Toronto
Toronto, ON
- Full-time
…options on-site and, in the community, health and well-being support, training and skill development, and ongoing care once youth move into the…
Added 12 hours ago
KP
Procurement Officer - Competition ID: 4888
Kwantlen Polytechnic University
Langley (District), BC · City of Langley, BC
- Full-time
Employee Group: Support Staff (BC General Employees Union)
Added 13 hours ago
BH
Program Manager - Pregnancy Pathways
Boyle-McCauley Health Care
Edmonton, AB
- $31.03 to $41.58 CAD / hour
- Full-time
Provide direct support and take the lead in complex or high-risk situations.
Added 13 hours ago
Procurement Advisor
City of Edmonton
AB
…guiding end-to-end procurement and contract operations that support clean, sustainable communities. Working within City Operations, you will collaborate with operational teams, business…
Added 13 hours ago
Supervisor, Capital Acquisition
City of Mississauga
Mississauga, ON
If you are selected for an interview you are expected to disclose all current positions held in the City, whether full time or part time.
Added 13 hours ago
KD
Permanent Part Time Direct Support Professional - Hamilton
Karis Disability Services
Hamilton, ON
- Part-time
Includes alternate weekends, 8-12 hour shifts
Added 13 hours ago
SH
Clinical Nurse Consultant - Full Time
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
Must possess own vehicle, a current Ontario Driver’s License and a clean driving record
Added 13 hours ago
Sales Supervisor
Execulink Telecom
Woodstock, ON
You deserve an awesome career! At Execulink, you'll join a team of talented individuals who feel like family and support your growth and career goals. As we rapidly grow, we continue our…
Added 13 hours ago
WL
Technicien Comptable / Accounting Technician
Whitrod Leduc CPA Inc.
Pointe-Claire, QC
- Full-time
× Télétravail possible jusqu’à 2 jours par semaine · × Teleworking possible up to 2 days per week
Added 14 hours ago
ON
Bilingual Labour Relations Assistant (Litigation)
Ontario Nurses' Association
Ottawa, ON · Nepean, ON
- Full-time
Our ideal candidate will demonstrate expertise, judgment and independence to provide advanced-level administrative support across their team with a professional and service-focused…
Added 14 hours ago
MD
PIC Phone Agent - Customer Svcs Specialist Sr
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Work Shift/Work Hours: Day Shift / 8:00 AM - 4:30 PM
Added 14 hours ago
A
partenaire d’affaires en ressources humaines (HRBP) bilingue
Adecco
Longueuil, QC
- $90,000 to $100,000 CAD / year
- Full-time
The position offers a 50% operational and 50% strategic HR focus, with direct involvement in workforce planning, talent development, succession planning, and planned facility investments.
Added 14 hours ago
C
Presentation Technician, Production and Resources (T & I) (On-site)
CBC/Radio-Canada
Toronto, ON
- Full-time
Must have high availability and be accountable for the smooth presentation of programs

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

Report this job

Work requirements

Jobs in Canada