Jobs in Canada

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Added 1 day ago
BH
Chaplain, Spiritual Care & Activities
Baptist Housing Seniors Living
Maple Ridge, BC
- Part-time
…You will work in partnership with the Administrator and the Associate Vice President of Spiritual…
Added 1 day ago
UO
Tier 1 Canada Research Chair (CRC) in Law and Urban Governance
University of Ottawa
Ottawa, ON · Fauteux Hall
- Full-time
…knowledge mobilization, including the proven ability to obtain external research funding, recruit top students and forge collaborations with community partners and public sector…
Added 2 days ago
FN
Manager and Team Lead, Third Party Residential Underwriting - BMBE
First National Financial LP
Vancouver, BC
- Full-time
Reporting to the Assistant Vice President, Third Party Residential Underwriting - BMBE, the Manager manages a team of Mortgage Underwriters, Associate Mortgage Underwriters, and Mortgage…
Added 2 days ago
MU
Associate Director, Financial Reporting and Unrestricted Accounting
McGill University
Sherbrooke, QC
- Full-time
The Associate Director, Financial Reporting and Unrestricted Accounting in the Controller’s Office provides leadership for the University’s accounting and financial reporting activities and…
Added 3 days ago
Executive Advisor
NorQuest College
Edmonton, AB
…communications, executive operations, and governance support to the Vice President Academic (VPA), Associate Vice President Academic (AVPA), and the Offices of the VPA and AVPA. This role…
Added 5 days ago
KP
Service Learning Student Assistant - Competition ID: 4863
Kwantlen Polytechnic University
Surrey, BC
- Temporary
This role reports to Lead Advisor, Work-Integrated Learning. The Lead Advisor, WIL, reports to their respective Dean and works closely with the Associate Vice President, Academic.
Added 5 days ago
OO
Fern Hill School (Ottawa) - Principal
OFIS Ontario Federation of Independent Schools
Ottawa, ON
- Full-time
Added 9 days ago
UO
Prospect Management Analyst, VP Development and Alumni
University of Calgary
Calgary, AB
- Full-time
…supporters. This goal is accomplished under the direction of the Vice President,…
Added 9 days ago
Supervisor, Access and Flow
Health Sciences North
Sudbury, ON
…appropriate inpatient care locations, and collaborates with external hospitals and care facilities to assess occupancy and transfer opportunities. Responsibilities include monitoring…
Added 9 days ago
Supervisor, Access and Flow
Health Sciences North
Sudbury, ON
…appropriate inpatient care locations, and collaborates with external hospitals and care facilities to assess occupancy and transfer opportunities. Responsibilities include monitoring…
Added 9 days ago
PC
Client Service Associate
PBY Capital
Toronto, ON
- Full-time
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,…
Added 9 days ago
MU
Manager, Transnational Education (TNE)
McMaster University
Hamilton, ON
- Contract
…transnational education. The OIA reports to the Provost and Vice-President (Academic) and receives strategic advice from and collaborates with the McMaster International Strategy Advisory…
Added 10 days ago
CD
Access to Information, Privacy & Parliamentary Affairs Associate
Canada Development Investment Corporation (CDEV)
Toronto, ON
- Full-time
Stay current on changes to legislation, Treasury Board policies, and guidance, and flag potential impacts to the Vice President & Corporate Secretary.
Added 10 days ago
C
Director, Client Onboarding & Service
CIBC
Vancouver, BC
- Full-time
…leverage relationships with clients as well as internal and external partners. Provide regular communication to the National Associate Vice President on key issues affecting efficient and…
Added 11 days ago
RJ
Associate Trust Officer
Raymond James Ltd.
Vancouver, BC
- Full-time
Working within the Trust Services Team, the Associate Trust Officer will report to the Associate Vice-President, Trust Services. You are a goal-oriented team player capable of managing a…
Added 11 days ago
RJ
Associate Trust Officer
Raymond James
Vancouver, BC
- Full-time
Working within the Trust Services Team, the Associate Trust Officer will report to the Associate Vice-President, Trust Services. You are a goal-oriented team player capable of managing a…
Added 11 days ago
Project Manager
National Research Council Canada
Ottawa, ON
…the Director of Special Initiatives/ Executive Advisor to the Vice President of Digital Technologies (DT) to implement and maintain efficient project management for portfolio projects and…
Added 15 days ago
MU
Strategic Initiatives Analyst
McGill University
Victoria, BC · James Admin. Bldg.
- Full-time
The Strategic Initiatives Analyst provides a high level of support on strategic dossiers in the portfolio of the Vice-President (Research and Innovation) [VPRI]. The role of the incumbent…
Added 16 days ago
UO
Manager, Equity, Diversity and Inclusion (EDI) in Research, Research Services
University of Calgary
Calgary, AB
- Full-time
…The Manager, EDI in Research also has accountabilities to the Associate Vice-President (Inclusive Research Excellence), who is the strategic and academic lead on institutional EDIA…
Added 16 days ago
MU
Technology Transfer Manager
McGill University
Victoria, BC · James Admin. Bldg.
- Full-time
…progress reports to Axelys and McGill University Office of the Vice-President, Research and Innovation. The technology transfer manager works closely with the Research and Innovation teams…
Added 17 days ago
UO
Tier 2 Canada Research Chair in Experimental Molecular, Cellular or Systems Biological Physics
University of Ottawa
Ottawa, ON · STEM
- Full-time
Candidates should, at a minimum, be assistant or associate professors, or possess the necessary qualifications to be appointed to these levels. Tier 2 Chairs are intended for exceptional…
Added 19 days ago
FN
Manager and Team Lead, Third Party Residential Underwriting - BMBE
First National Financial LP
Toronto, ON · East York, ON
- Full-time
Reporting to the Assistant Vice President, Third Party Residential Underwriting - BMBE, the Manager manages a team of Mortgage Underwriters, Associate Mortgage Underwriters, and Mortgage…
Added 22 days ago
MF
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
- Other
…currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to…
Added 22 days ago
MF
District Sales Associate
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to…
Added 22 days ago
MF
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
- Other
…currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to…

PBY Capital

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

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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
Apply by: Nov 13, 2026
Experience: 2-5 years of experience in financial services, investment management, wealth management, or a related field.
Posting language: English
Posted: Oct 14, 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.

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More about this job

Responsibilities

Deliver client service and support relationship management, business development, marketing, and client communications. Coordinate reporting, onboarding, account transactions, investment due diligence, operational processes, and workflow improvements.

Requirements

Requires an undergraduate degree in Business, Finance, Economics, or Accounting and 2–5 years of relevant financial services experience. Candidates should have strong Microsoft Office skills, communication and organizational abilities, analytical problem-solving skills, and a client-focused, collaborative approach; CFA candidacy or CIM is preferred.

Skills

Client Service
Relationship Management
Business Development
Marketing
Client Communications
CRM Management
Presentation Preparation
Client Reporting
Investment Research
Investment Due Diligence
Portfolio Analysis
Performance Attribution
KYC/AML Documentation
Operational Reconciliation
Microsoft Excel
Microsoft PowerPoint

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment Management
Wealth Management
Family Offices
Institutional Clients
Client Service
Relationship Management
Business Development
Marketing
CRM
LinkedIn
Website Updates
Client Communications
Client Reporting
Account Analysis
Investment Research
Manager Oversight
Investment Due Diligence
Portfolio Analysis
Strategy Reviews
Performance Attribution
Investment Risk Monitoring
RFP
DDQ
Client Onboarding
KYC/AML
Subscriptions and Redemptions
Operational Reconciliation
Reporting Automation
CFA

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