Jobs in Canada

Group jobs by employerEmail me new jobs Save this search

Added 6 months ago
MT
Senior Analyst - ERP
Marmon Technologies India Pvt Ltd
White Valley No. 49, Saskatchewan
- Full-time
Payments and banking: Automatic Payment Program (F110) concepts, bank accounting/cash management, and banking interface support and reconciliation.
Added 6 months ago
DC
AI Software Developer - Intermediate
Delta Controls
Surrey, British Columbia
- Full-time
Work Location: Hybrid (In-office 3 days per week, subject to change)
Added 6 months ago
I
Automation Engineer
IntePros
Grand Rapids, Manitoba
- $30 to $32 CAD / hour
- Full-time
Night shift - 2 different shifts
Added 3 months ago
S
Project Manager, Mining
Stantec
Sudbury, ON
- Full-time
Stantec is seeking qualified candidates for a Project Manager position in our Sudbury, ON office. This position requires an individual with strong leadership, management and business…
Added 2 months ago
GE
Industrial Account Manager - Concord
Gerrie Electric Wholesale LTD
Concord, Ontario
- Full-time
Must have a proven track record Must have a proven track record of Sales (Electrical Wholesale industry preferred)
Added 2 months ago
GE
Industrial Account Manager
Gerrie Electric Wholesale LTD
Cambridge, Ontario · Guelph, Ontario · Kitchener, Ontario · Waterloo, Ontario
- Full-time
Must have a proven track record Must have a proven track record of Sales (Electrical Wholesale industry preferred)
Added 3 months ago
R
Responsable de Produit, Données Moteur (Après-marché) | Product Owner, Product Data (Aftermarket)
RTX
Longueuil, Quebec
- Full-time
Added 3 months ago
B
General Repair Technician
BGIS
Brampton, Ontario
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 3 months ago
FM
Area Sales Manager
Federal Mfg
Remote, Canada
- Full-time
- Remote
5+ years of successful B2B sales experience, preferably selling industrial, packaging, automation, or capital equipment solutions.
Added 2 months ago
DS
Benefits Specialist
Distribution stox
Boucherville, QC
- Full-time
Reporting to the Manager, Payroll and Benefits, the Benefits Advisor plays a key role in the management, validation, and analysis of compensation and benefits data.
Added 3 months ago
UI
Industrial Controls Manager
Uptime Industrial Inc.
Surrey, British Columbia
- $130,000 to $150,000 CAD / year
Our Must Haves
Added 2 months ago
AW
Solution Architect
Aviso Wealth
Remote, Canada
- $150,000 to $168,000 CAD / year
- Full-time
- Remote
Drive modernization initiatives across cloud platforms, application transformation, APIs, and automation
Added 2 months ago
PC
Client Service Associate
PBY Capital
Toronto, ON
- Full-time
…team of investment professionals. Our first partner portfolio manager is Canso Investment Counsel, a leading corporate credit specialist. We’re also in the process of onboarding our second…
Added 2 months ago
Supply Chain Manager, Sales & Operations Planning
Amazon
Toronto, ON
…Product, Finance, and more. In this role as a S&OP Supply Chain Manager, you will analyze data to identify opportunities for operational improvements, implement scalable systems, and drive…
Added 2 months ago
S
Fraud Product and Operations Lead
Scene+
Toronto, ON
- Full-time
This posting is for a full-time, hybrid role, working three days per week on-site at our Toronto office
Added 2 months ago
I&C Engineer - Water/Wastewater Treatment
Black & Veatch Family of Companies
Markham, ON
…growing our I&C team to support the growing need for I&C, SCADA, automation and data driven solutions for our clients in the Ontario…
Added 6 months ago
P
Manager, Revenue Operations
Procurify
Remote, Canada
- $86,000 to $108,000 CAD / year
- Full-time
- Remote
Procurify is the AI-enhanced procurement and AP automation platform for the mid-market. We make it easy for organizations to take control of spending and save money. We’re looking for a…
Added 3 months ago
DevOps Specialist, Sr.
Government of Alberta
Edmonton, Alberta
…strong focus on OpenShift platform engineering. Reporting to the Manager, CloudOps, this role is responsible for container platform operations across on-prem and Azure environments,…
Added 3 months ago
SS
Senior Manager, People Operations & Total Rewards
Safe Software
Remote, Canada
- $126,500 to $157,000 CAD / year
- Full-time
- Remote
Safe Software is looking for a Senior Manager, People Operations & Total Rewards to join our HR team. As Senior Manager, you will own compensation philosophy and architecture, total rewards…
Added 3 months ago
Manager, Software Development
Government of Alberta
Edmonton, Alberta
The Software Branch is looking for a Manager, Software Development. Reporting to the Director, Software Development, this role is responsible for the operational leadership of software…
Added 3 months ago
RP
Ontario Automation Communication Test 6
Reimagined Parking Sandbox
Ottawa, Ontario
- $15 to $20 CAD / hour
- Full-time
…Attendant works closely with fellow team members, Operations Manager, and/or Shift Supervisor to ensure that cleanliness as well as safety standards are met at all…
Added 3 months ago
RP
Ontario Automation Communication Test 4
Reimagined Parking Sandbox
Ottawa, Ontario
- $15 to $20 CAD / hour
- Full-time
…Attendant works closely with fellow team members, Operations Manager, and/or Shift Supervisor to ensure that cleanliness as well as safety standards are met at all…
Added 3 months ago
RP
Ontario Automation Communication Test 5
Reimagined Parking Sandbox
Ottawa, Ontario
- $15 to $20 CAD / hour
- Full-time
…Attendant works closely with fellow team members, Operations Manager, and/or Shift Supervisor to ensure that cleanliness as well as safety standards are met at all…
Added 2 months ago
Associate Manager, Accounting (Hybrid)
OpenTable
Toronto, ON
OpenTable is looking for an Associate Manager, Accounting to own a highly technical portfolio spanning partnership revenue, loyalty, and leases, along with other technical areas such as bad…
Added 3 months ago
W
Lead Technical Program Manager, Platform Integration
Waabi
Toronto, ON
- $171,000 to $243,000 USD / year
- Full-time
The Lead Technical Program Manager - Platform Integration owns program-level execution across Waabi's platform programs, with a focus on cross-functional integration between hardware…

Client Service Associate

Toronto, ON, Canada

This new role will report to the Vice-President with an expected annual compensation range of $70,000–$90,000, commensurate with experience and qualifications. · Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Pay: This new role will report to the Vice-President with an expected annual compensation range of $70,000–$90,000, commensurate with experience and qualifications.
Job type: Full-time
Experience: 2-5 years of experience in financial services, investment management, wealth management, or a related field.
Posting language: English
Posted: Sep 10, 2026

Original job description

PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. PBY provides access to a select group of investment strategies and delivers ongoing service, support, and investment insight to our clients and their team of investment professionals. Our first partner portfolio manager is Canso Investment Counsel, a leading corporate credit specialist. We’re also in the process of onboarding our second partner portfolio manager.

We’re seeking a relationship-oriented Client Service Associate to join our Toronto office. The successful candidate will work closely with senior team members to support client service, marketing and development initiatives. As a firm, we value teamwork, initiative, accountability, and a willingness to take ownership. Our culture is collaborative, with team members encouraged to contribute across multiple areas of the business. This new role will report to the Vice-President with an expected annual compensation range of $70,000–$90,000, commensurate with experience and qualifications.

This role provides exposure across client service, business development, marketing, and operations, helping the successful candidate develop a broad understanding of the business while building the skills, relationships, and business acumen required for long-term success in client-facing relationship management roles.

Key Responsibilities

Deliver an exceptional client experience while supporting relationships with clients, investment professionals, family offices, and other stakeholders.
Support business development initiatives, including prospect engagement, organizing client events, and assisting with conferences.
Collaborate internally and externally on marketing and brand-building initiatives, coordinating client communications, meeting materials, reporting, and follow-up activities.
Organize and support digital marketing efforts, including content development/thought leadership (LinkedIn), website updates and CRM campaigns.
Update and maintain accurate client, prospect records and distribution lists within CRM and other internal systems, and produce custom reports.
Presentation support/preparation: gather and organize information from portfolio management teams to support client meetings and communications (internal and external).
Support team members with client reporting, account analyses, and investment-related research.
Participate in manager oversight and KYP activities, including investment manager due diligence, portfolio analysis, strategy reviews, performance attribution, and monitoring of investment risks.
Support ongoing RFP, DDQ, and due diligence requests by coordinating information across internal and external stakeholders.
Support client onboarding and review account documentation for completeness and accuracy, specifically: account openings, account maintenance requests, and account setup processes, including KYC/AML documentation.
Process operational requests, subscriptions, redemptions, transfers, other account-related transactions, invoicing, operational reconciliation activities, ad-hoc requests, and reporting.
Support workflow enhancements, process improvements, reporting automation (using AI), and efficiency initiatives.
Participate in special projects and contribute to the continued growth of the firm.

Qualifications & Experience

Undergraduate degree in Business, Finance, Economics, or Accounting.
2-5 years of experience in financial services, investment management, wealth management, or a related field.
Family office, wealth management, operations and client service experience are considered assets.
CFA designation or CFA Program candidacy (Level 1,2,3) or CIM are preferred.
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint.
Bilingual (English/French) is considered a strong asset.
Exceptional attention to detail and organizational skills.
Strong written and verbal communication skills.
Professional, client-focused mindset with a positive attitude.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong analytical and problem-solving capabilities.
Self-starter who takes ownership and works well independently.
Team-oriented individual who thrives in a collaborative environment.

We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to pc@cansofunds.com. Your information will be treated as confidential.

We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.

Apply on LinkedIn About employer

More about this job

Responsibilities

The role focuses on delivering an exceptional client experience by supporting relationship management, business development, and marketing initiatives. It also involves operational tasks such as account onboarding, KYC/AML documentation, and investment manager due diligence.

Requirements

Candidates must have an undergraduate degree in Business, Finance, Economics, or Accounting and 2-5 years of experience in financial or investment services. A CFA designation or CIM is preferred, along with strong proficiency in Microsoft Office.

Skills

Business Development
Digital Marketing
CRM Management
Financial Reporting
Investment Due Diligence
KYC/AML Compliance
Account Onboarding
Microsoft Excel
Microsoft PowerPoint
Analytical Thinking
Problem Solving
Written Communication
Verbal Communication
Organizational Skills
Bilingual English/French

Visa sponsorship

Not detected in the job text

Keywords

Family Office
Institutional Clients
Investment Management
Wealth Management
CFA
CIM
CRM
KYC
AML
RFP
DDQ
Performance Attribution
Portfolio Analysis
Corporate Credit
LinkedIn Marketing
Financial Services
Due Diligence
Account Maintenance
Operational Reconciliation

Report this job

Work requirements

Jobs in Canada