Jobs in Canada

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Added 8 mins ago
J
Senior Clinical Trial Manager (Sr CTM), Dermatology & Rheumatology
Jobgether
Canada
- Full-time
…all applications and next steps. Our partner is looking for a Senior Clinical Trial Manager (Sr CTM), Dermatology & Rheumatology based in…
Added 8 mins ago
EC
Développeur(euse) logiciel sénior C# / Senior C# Software Developer
Eaton Corporation
Brossard, QC
- Full-time
Eaton’s Utility Digital Solutions (UDS) division is currently seeking a Senior Software Developer. Our team develops software solutions for the analysis and modeling of electrical…
Added 23 mins 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 23 mins ago
FI
Human Resources Generalist
fishRecruit Inc.
Calgary, AB
- $70,000 to $90,000 CAD / year
- Full-time
Direct exposure to senior leadership and a dynamic investment management business.
Added 1 hour ago
W
Associate Technical Consultant, Geotechnical Engineer
Worley
Oakville, ON · Markham, ON · Vancouver, BC · Calgary, AB
- Full-time
The Principal Geotechnical Engineer – Tailings and Dams will provide senior technical and project leadership for geotechnical engineering associated with mine tailings facilities, earth…
Added 1 hour 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
Senior Services Project Manager – UKG Pro Suite
Added 1 hour ago
Q
Sr Staff Engineer - Verification, CI/CD Infrastructure & Embedded Hardware (AISW)
Qualcomm
Markham, ON
- Full-time
The Sr Staff Engineer Engineer, Verification (CI/CD & Embedded HW) is a senior individual contributor responsible for designing, scaling, and hardening CI/CD infrastructure and verification…
Added 1 hour ago
GC
Activision 2027 Summer Internshps - Game Engineering (Vancouver)
Game Companies
Vancouver, BC
- Volunteer
…low-level framework parameters, participate in code reviews with senior engineers, and maintain architectural integrity across the entire development…
Added 1 hour ago
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Senior Golang Engineer, Data Processing
Litmus
Canada
- Full-time
…everything our customers build on Litmus. We're looking for a Senior Golang Engineer to own the pipelines at the heart of it all: high-throughput, low-latency services that ingest,…
Added 1 hour ago
T
Senior QA and Automation Developer
Taiv
Winnipeg, MB
- Full-time
We are looking for a Senior QA and Automation Developer to join our growing team!
Added 1 hour ago
GC
Senior Manager, Financial Planning and Analysis – EA SPORTS, Catalyst Studios
Game Companies
Vancouver, BC
- Full-time
As a Senior Finance Manager, you will guide the Catalyst Studios Finance team supporting our NHL, UFC, and F1 franchises. Reporting to the Senior Director, FP&A - American Football /…
Added 2 hours ago
A
Landscape Architect I
AtkinsRéalis
Montreal, QC
- Full-time
Must have relevant experience delivering Landscape and Public Realm projects
Added 2 hours ago
A
Paid Search & Video Lead
ARC'TERYX
North Vancouver, BC
- Full-time
Reports to: Senior Manager, Performance Marketing
Added 2 hours ago
R
Director, Product - Shared Services & Middle Layer
RBC
Toronto, ON
- Full-time
Executive presence and communication skills to influence senior leadership and drive organizational change across multiple business units
Added 2 hours ago
J&
Senior Manager, North America Regulatory Leader
Johnson & Johnson Innovative Medicine
Toronto, ON
- Full-time
Johnson & Johnson Innovative Medicine R&D is recruiting for a Senior Manager, North America Regulatory Leader.
Added 2 hours ago
IC
Business Analyst – Credit Card Transformation
Infotek Consulting Inc.
Toronto, ON
- $60 to $71 CAD / hour
- Contract
We are seeking an experienced Senior Business Analyst to support a strategic credit card transformation initiative within a leading financial services organization.
Added 2 hours ago
RP
HR Business Partnerships Manager
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $80,452.8 to $105,594.3 CAD / year
- Full-time
Reporting to the Senior Director of Human Resources Business Partnerships, the Manager, Human Resources Business Partnerships, is responsible for providing leadership and direction to their…
Added 2 hours ago
AE
Paid Search & Video Lead
Arc'teryx Equipment
North Vancouver, BC
- Full-time
Reports to: Senior Manager, Performance Marketing
Added 2 hours ago
A
Software Development Manager, Tax Engine
Amazon
Vancouver, BC
- Full-time
Experience in communicating with users, other technical teams, and senior leadership to collect requirements, describe software product features, technical designs, and product strategy
Added 2 hours ago
RT
Senior Principal Engineer
Raising The Village
Remote, Canada
- Full-time
- Remote
…leadership. The Principal Engineer & Engineering Manager is a senior technical leadership role responsible for ensuring the successful delivery, quality, maintainability, and long-term…
Added 2 hours ago
M
Software Engineer, Backend – Edge Systems
Micromart
Remote, Canada
- Full-time
- Remote
This role is open to experienced intermediate and senior engineers, with scope and ownership scaled based on experience.
Added 2 hours ago
M
Product Engineer, Frontend
Micromart
Remote, Canada
- Full-time
- Remote
…product experiences. We’re open to candidates at intermediate and senior…
Added 2 hours ago
M
Senior Software Engineer, Backend Systems
Micromart
Remote, Canada
- Full-time
- Remote
As a Senior Software Engineer, you’ll help evolve the core systems that power Micromart as we scale.
Added 2 hours ago
WT
Team Lead, Fraud Investigations (Cash & Banking)
Wealthsimple Technologies
Remote, Canada
- $68,000 to $85,000 CAD / year
- Contract
- Remote
…in advance and give notice before changing them. As the most senior person on shift, you'll make the calls, unblock the team and escalate when…
Added 2 hours ago
RB
Senior Site Reliability Engineer
Royal Bank of Canada
Toronto, ON
- Full-time
Join RBC as a Senior Site Reliability Engineer and be part of the bank’s major transformation journey. This role offers the chance to drive innovation, align with our business partners and…

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