Jobs in Canada

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Added 1 min ago
Technical Services Manager
Rentokil Initial
Vancouver, BC
Develop Rentokil Specialist to be the most competent pest control specialist in the industry through in-field coaching and by utilizing current Rentokil programs, including a) Rentokil…
Added 1 min ago
Technical Services Manager
Rentokil Initial
Surrey, BC
Develop Rentokil Specialist to be the most competent pest control specialist in the industry through in-field coaching and by utilizing current Rentokil programs, including a) Rentokil…
Added 32 mins ago
RI
Technical Services Manager
Rentokil Initial
Surrey, BC
- Full-time
Develop Rentokil Specialist to be the most competent pest control specialist in the industry through in-field coaching and by utilizing current Rentokil programs, including a) Rentokil…
Added 32 mins ago
RI
Technical Services Manager
Rentokil Initial
Vancouver, BC
- Full-time
Develop Rentokil Specialist to be the most competent pest control specialist in the industry through in-field coaching and by utilizing current Rentokil programs, including a) Rentokil…
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
Easy access to pharmacy, physio, chiropractor, respiratory therapy, internal medicine specialist, psychiatrist, IV iron accessibility from other locations
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
Easy access to pharmacy, physio, chiropractor, respiratory therapy, internal medicine specialist, psychiatrist, IV iron accessibility from other locations
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
Easy access to pharmacy, physio, chiropractor, respiratory therapy, internal medicine specialist, psychiatrist, IV iron accessibility from other locations
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
Easy access to pharmacy, physio, chiropractor, respiratory therapy, internal medicine specialist, psychiatrist, IV iron accessibility from other locations
Added 2 hours ago
MR
Merchandiser (Clarenville, NL)
Match Retail
Clarenville, NL
- Contract
Step 1 Qualified candidates complete an initial phone or virtual interview with a Talent Acquisition Specialist.
Added 2 hours ago
D
Senior AI & Cyber Defense Specialist
Darktrace
Canada
- Full-time
We are looking for an experienced cybersecurity professional to operate as a Senior AI & Cyber Defense Specialist across the Americas region. This is a customer- and partner-facing role…
Added 2 hours ago
J
Digital Marketing Specialist, Search
Jobgether
Canada
- $55,000 to $60,000 CAD / year
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Digital Marketing Specialist, Search based in Canada.
Added 2 hours ago
G
Quality Assurance Specialist
Gastops
Ottawa, ON
- Contract
The Quality Assurance Specialist is responsible for supporting the effectiveness, compliance, and continual improvement of Gastops’ Quality Management System (QMS). The position…
Added 2 hours ago
MR
Merchandiser
Match Retail
Windsor, ON
- Contract
Step 1 Qualified candidates complete an initial phone or virtual interview with a Talent Acquisition Specialist.
Added 2 hours ago
PC
HES Specialist – Canada (East Region)
Parkland Corporation
Quebec, QC
- Full-time
Added 2 hours ago
PC
HES Specialist – Canada (East Region)
Parkland Corporation
Quebec, QC
- Full-time
Added 3 hours ago
S
Product Specialist - Risk and Performance
SimCorp
Toronto, ON
- Full-time
Simcorp is currently seeking a qualified experienced professional to join our Product Specialist team as a full-time employee, based in our New York or Toronto office to support our growth…
Added 3 hours ago
FS
Contracts Specialist
Fidus Systems
Remote, Canada
- Full-time
- Remote
The Contracts Specialist is responsible for drafting, reviewing, negotiating, and managing the full lifecycle of contracts to ensure legal compliance, favorable terms, and alignment with…
Added 3 hours ago
FS
Contracts Specialist
Fidus Systems
Canada
- Full-time
The Contracts Specialist is responsible for drafting, reviewing, negotiating, and managing the full lifecycle of contracts to ensure legal compliance, favorable terms, and alignment with…
Added 3 hours ago
PC
Environmental Compliance Intern - January 2027 (12 or 16 Month Term)
Parkland Corporation
Burnaby, BC
- Other
The Environmental Specialist Intern supports the Compliance Assurance (CA) program to help ensure alignment with regulatory requirements. The successful candidate will contribute to…
Added 3 hours ago
TC
Oracle Integration Cloud (OIC) Developer
The Citco Group Limited
Toronto, ON
- Full-time
Certified Oracle Integration Cloud Specialist
Added 4 hours ago
A
Validation Specialist
Actalent
Cambridge, ON
- $35 to $50 CAD / hour
- Contract
We are seeking a Validation Specialist to support the qualification and validation of automated manufacturing equipment used in GMP-regulated Life Science environments. This role is…
Added 4 hours ago
A
Validation Specialist
Actalent
Cambridge, ON
- $35 to $50 CAD / hour
- Contract
We are seeking a Validation Specialist to support the qualification and validation of automated manufacturing equipment used in GMP-regulated Life Science environments. This role is…
Added 4 hours ago
DB
Alterations Specialist
David's Bridal
Langley (District), BC · City of Langley, BC
- $21.55 to $23.9 CAD / hour
- Full-time
Added 4 hours ago
A
Technical Documentation & BOM Specialist
Actalent
Ottawa, ON
- $30 to $50 CAD / hour
- Contract
Job Title: Technical Documentation & BOM Specialist
Added 4 hours ago
MR
Merchandiser
Match Retail
Edmundston, NB
- Contract
Step 1 Qualified candidates complete an initial phone or virtual interview with a Talent Acquisition Specialist.

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Experience: 2-5 years of experience in financial services, investment management, wealth management, or a related field.
Posting language: English
Posted: Oct 29, 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 role will report to the Vice-President and 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 onboarding, account transactions, reporting, investment due diligence, operational processes, and workflow improvements.

Requirements

An undergraduate degree in Business, Finance, Economics, or Accounting and 2–5 years of experience in financial services or a related field are sought. Candidates should have strong communication, organizational, analytical, and Microsoft Office skills; CFA candidacy, the CFA designation, or CIM is preferred.

Skills

Client Service
Business Development
Marketing
Investment Research
Investment Due Diligence
Portfolio Analysis
Performance Attribution
Client Reporting
CRM Management
Microsoft Excel
Microsoft PowerPoint
KYC/AML Documentation
Operational Reconciliation
Attention To Detail
Communication

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment Management
Wealth Management
Family Offices
Client Service
Relationship Management
Business Development
Marketing
CRM
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Client Reporting
Investment Due Diligence
Portfolio Analysis
Performance Attribution
Investment Risk Monitoring
RFP
DDQ
KYC
AML
Account Onboarding
Subscriptions
Redemptions
Transfers
Operational Reconciliation
Reporting Automation
Artificial Intelligence
CFA
CIM

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