Jobs in Canada

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Added 9 mins ago
J
Senior Clinical Trial Manager (Sr CTM), Dermatology & Rheumatology
Jobgether
Canada
- Full-time
Excellent command of Microsoft Office applications, particularly Word, Excel, and PowerPoint.
Added 23 mins 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 39 mins ago
TC
Loss Prevention Store Security Agent
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- $37,590 to $52,626 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
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GC
Associate Manager - Community Team (Assassin's Creed)
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Montreal, QC
- Full-time
…including content creation and player insights and feedback. The Associate Manager, Community Team, will be responsible for overseeing the daily operations of a team of Community Managers…
Added 1 hour ago
RC
Strategic Business Alliances Business Development Director - ServiceNow (Canada)
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Toronto, ON
- Full-time
…hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles…
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SG
Associate Director, North America Regulated Utilities, Infrastructure Ratings
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- Full-time
…of North America's most critical infrastructure assets. As Associate Director, the role carries responsibility for leading end-to-end credit analysis across an assigned portfolio of North…
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(CAN) Directs Store Delivery Associate
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Added 2 hours ago
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Customer Experience Associate - Cantonese Language Skills an Asset
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…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 2 hours ago
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Customer Experience Associate - Mandarin Language Skills An Asset
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…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 2 hours ago
R
Community Associate
Regus
Ottawa, ON
- Contract
As a Community Associate, you’ll work closely with new and existing customers across a myriad of industries, working to create and maintain your own community within your centre, where you…
Added 2 hours ago
WC
(CAN) Directs Store Delivery Associate
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- Full-time
Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 2 hours ago
WC
Modular Team Associate - FT
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AB · Edmonton, AB
- Full-time
Setting modular Home Office Bought Features and merchandising non basic items.
Added 2 hours ago
WC
Directs Store Delivery Associate
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Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 2 hours ago
VA
Veterinary Reception, Client Care, Guardian Veterinary Centre
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AB · Edmonton, AB
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Respond and manage email correspondence; clients, referring veterinarians & internal office messages
Added 2 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
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MN
Community Food Service Coordinator & Cook
Mi'kmaw Native Friendship Centre
Halifax, NS
- Full-time
Comprehensive knowledge of Microsoft office and Outlook
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FR
Patrol Guard
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Toronto, ON
- Full-time
Must possess a valid Ontario Security License
Added 2 hours ago
CO
Part-Time Customer Service Associate
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Brampton, ON
- Part-time
- Temporary
Experience in an office and customer service environment, with knowledge of cash handling, Point-of-Sale terminals and electronic transactions, and the ability to work in a high-volume…
Added 2 hours ago
R
Temporary Fashion Associate - Square One
RW&CO
Mississauga, ON
- Part-time
…together anywhere, whether they are working from home or at the office. Our brand is available in over 85 stores across Canada and online at rw-co.com. We’re powered by a team of creative,…
Added 2 hours ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
Must possess a valid Ontario Security License
Added 2 hours ago
OH
Regulatory Affairs Associate
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- Full-time
We are looking for a detail-oriented and proactive Regulatory Affairs Associate to join our growing team in Vancouver.
Added 2 hours ago
FR
Security Concierge
FirstService Residential Canada
Hamilton, ON
- Full-time
Must possess a valid Ontario Security License
Added 3 hours ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
Must possess a valid Ontario Security License
Added 3 hours ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
Must possess a valid Ontario Security License
Added 3 hours ago
UO
Manager, Research and Analytic Services
University of Calgary
Calgary, AB
- Full-time
Reporting to the Associate Director (Methods and Analytics), the Manager, Research and Analytic Services leads an integrated multidisciplinary team of professional, research and technical…

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