Jobs in Canada

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Added 2 hours ago
S
Beauty Advisor - Full Time
sephora.com
Calgary, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 3 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
Conflict Management, Customer Service, Customer Service Administration, Customer Service Management, Interpersonal Relationship Management, Online Customer Support, Oral Communications,…
Added 4 hours ago
RB
Client Advisor
Royal Bank of Canada
Whitehorse, YT
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 4 hours ago
EM
Advisor, Professional Academic
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Schedule Type: Full Time (37.5 hrs per week or more)
Added 5 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 5 hours ago
S
Beauty Advisor - Part Time
Sephora
BC · Delta, BC
- $19.85 to $24.8 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 5 hours ago
S
Client Experience and Services Manager, Stores
sephora.com
Thunder Bay, ON
- Full-time
…Skincare, and Fragrance Studio, including the Paid Services Beauty Advisor (PSBA) team who deliver personalized 1:1 services. With a strong emphasis on coaching and development, you will…
Added 6 hours ago
AB
Sales Advisor - Yorkville
ANINE BING
Toronto, ON
- Full-time
ANINE BING is looking for a full time Sales Advisor/ Stylist to join the team at our flagship store located in Yorkville, Toronto.
Added 6 hours ago
Associate Advisor, People, AMI
FortisBC
Surrey, BC
Conduct full-cycle recruitment for internal and external hiring by guiding candidates and hiring managers through the recruitment and onboarding journey.
Added 7 hours ago
SE
Senior Design Firms Sales Representative
Schneider Electric
Richmond, BC
- $129,600 to $172,800 CAD / year
- Full-time
Participation and coverage levels for specific benefit programs are determined based on employment status (e.g., full-time, part-time, temporary, or fixed-term) and are subject to…
Added 7 hours ago
CU
Graduate Awards, Finance and Planning Officer
Carleton University
Ottawa, ON
- Other
The incumbent must possess the following qualifications: · In addition, the incumbent must have a dedication to the highest level of client service and high expectation for quality
Added 7 hours ago
A
Mid-Market Implementation Specialist - Americas
Ashby
Canada
- Full-time
…part project manager, part technical expert, and part trusted advisor to the…
Added 7 hours ago
BF
Coordonnateur, Programme de gestion des compétences / Coordinator, Skills Management Program
Bell Flight
Mirabel, QC
- Full-time
Added 7 hours ago
R
Client Advisor
RBC
Whitehorse, YT
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 8 hours ago
II
Vice President, Brand Health Tracking
Ipsos in Canada
Toronto, ON
- Full-time
This individual will be responsible for developing a sub-team within the BHT Service Line and will enable team members to design and deliver impactful, major new and existing BHT programs.…
Added 8 hours ago
BB
Computer Sales Associate (Full Time)
Best Buy Canada
Langley (District), BC
- Full-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 8 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 8 hours ago
Sales Advisor - Yorkville
ANINE BING
Toronto, ON
ANINE BING is looking for a full time Sales Advisor/ Stylist to join the team at our flagship store located in Yorkville, Toronto.
Added 9 hours ago
WC
Admissions Advisor
Western Community College
Surrey, BC
- Full-time
The successful candidate must be flexible and available to work rotating shifts, including evenings and weekends · Schedule: 40 hours per week; flexibility to work rotating shifts covering Monday through Sunday, between 9:00 AM and 8:00 PM
Added 9 hours ago
BB
Associé(e) aux ventes - Mobile (Temps plein) / Mobile Sales Associate (Full Time)
Best Buy Canada
Canada
- Full-time
Aider les clients à trouver le produit ou le service idéal et répondre à leurs questions
Added 9 hours ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
AB · Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license
Added 9 hours ago
P
Client Success Manager
Posh
Canada
- Full-time
…Posh’s AI solutions, and make sure every client realizes the full value of their investment. Your work directly secures renewals, helps clients withstand competitive pressure, and grows…
Added 9 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 9 hours ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
…Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs, including mutual funds. Through…
Added 9 hours ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license

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

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