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Added 1 min ago
J
Manager of Payroll and Benefits (Global)
Jobgether
Canada
- $110,000 to $140,000 CAD / year
- Full-time
Added 1 min ago
KD
Premier·ère analyste financier·ère | Senior Financial Analyst
Keurig Dr Pepper
Montreal, QC
- Full-time
Added 1 min ago
T
Senior Program Manager, Talent Development
Twilio
Remote, Canada
- Full-time
- Remote
Added 1 min ago
MAC Artist/Beauty advisor - Part Time -Galeries de la Capitale Quebec City, QC
Estée Lauder Companies
Quebec, QC
Artificial Intelligence is used to compare and screen an applicant’s resume as against the posted job description.
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M
Cloud & AI Platform Sales Specialist
Microsoft
Goodwood, ON
- Full-time
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M
Responsable de comptes stratégiques - Secteur minier / Strategic Account Executive - Mining
Microsoft
Montreal, QC
- Full-time
…clientèle dans les domaines de l’infonuagique, des données et de l’intelligence…
Added 1 min ago
U
Scientifique Principale des Données-Ingénieur/Staff Data Scientist- Eng
UKG
Montreal, QC
- Full-time
…savoir leur capital humain - nous développons des solutions d'intelligence artificielle révolutionnaires qui transforment notre façon de travailler. En exploitant les avancées les plus…
Added 1 min ago
R
Network Operations Analyst
RBC
Toronto, ON
- Full-time
…global network environment on a 24/7/365 basis while leveraging artificial intelligence capabilities and executing disaster recovery…
Added 1 min ago
EC
Outside Sales
Eaton Corporation
Ajax, ON · Bancroft, ON · Belleville, ON · Clarington, ON · Cobourg, ON · Kawartha Lakes, ON · Kingston, ON · Mississauga, ON · Oshawa, ON · Peterborough, ON · Pickering, ON · Port Hope, ON · Prince Edward, ON · Quinte West, ON · Whitby, ON
- Full-time
At Eaton we leverage artificial intelligence to recommend jobs to you that match the skills and experience required for the open role. Our Talent Acquisition teams also uses AI to identify…
Added 1 min ago
EC
Field Service Technician
Eaton Corporation
Calgary, AB · Edmonton, AB · Fort McMurray, AB
- Full-time
At Eaton we leverage artificial intelligence to recommend jobs to you that match the skills and experience required for the open role. Our Talent Acquisition teams also uses AI to identify…
Added 1 min ago
V
Admin Assistant II
Vale
Canada
- Full-time
…From energy to aerospace, batteries to magnets, robotics to artificial intelligence, a secure and responsible supply of critical minerals is fundamental to power modern technologies. And at…
Added 1 min ago
V
Director, Voisey's Bay Operations
Vale
Canada
- Full-time
…From energy to aerospace, batteries to magnets, robotics to artificial intelligence, a secure and responsible supply of critical minerals is fundamental to power modern technologies. And at…
Added 14 mins ago
D
Manager, Project Delivery, Data and Analytics
Desjardins
Montréal-Ouest, QC
- Full-time
The data and analytics sector plays a strategic role in data valorization, development of analytics capabilities and artificial intelligence within Desjardins. As the sector undergoes a…
Added 14 mins ago
SQ
Team Lead, Billing & Payment Services
Sunlife Québec
Montreal, QC
- Full-time
We may use artificial intelligence to support candidate sourcing, screening, interview
Added 14 mins ago
PN
Technical Support Analyst - L3
Panasonic North America
Niagara-on-the-Lake, ON
- $60,000 to $70,000 CAD / year
- Full-time
As part of our recruitment process, we may use automated or artificial intelligence-based tools t
Added 14 mins ago
ME
Project Scheduler
Morson Edge (Canada)
Welland, ON
- $70,000 to $90,000 CAD / year
- Full-time
Canadian work experience is not required. Artificial intelligence tools are not used in the applicant screening process, although they may be used to record interviews with applicants'…
Added 15 mins ago
TH
Department Supervisor Full Time - WINDSOR
The Home Depot Canada
Windsor, ON
- Full-time
…experience for all candidates, The Home Depot Canada usesArtificial Intelligence (AI) technology to assist with the screening and assessment of applicantsfor this position. This technology…
Added 15 mins ago
K
Chief Education Officer
KBRS
Toronto, ON
- Full-time
Added 15 mins ago
MN
Reset Merchandiser
Mosaic North America
Chatham-Kent, ON · Chatham, ON
- Part-time
We use artificial intelligence (AI) tools to help screen and/or assess applications for this role. These tools analyze information you provide (for example, your résumé or answers to…
Added 15 mins ago
O
Class 1 Truck Driver - Night Shift
Olymel
Boucherville, QC
- Internship
We do not use artificial intelligence (AI) in our selection processes.
Added 15 mins ago
S
Liquor Store - Clerk Liquor
Sobeys
Tisdale, SK
- Full-time
We may use Artificial Intelligence (AI) tools to support efficiencies in the candidate screening, assessment, and recruitment processes. These AI tools do not make hiring decisions on…
Added 15 mins ago
WF
Insurance Broker
Western Financial Group
Beaverlodge, AB
- Full-time
Our Human‑First Hiring Approach: We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition…
Added 15 mins ago
DS
Indigenous Student Advisor (1.0 FTE - Permanent)
District School Board Ontario North East
Timmins, ON
- Full-time
DSB1 may use Artificial Intelligence (AI) tools to assist in screening and assessing applicants, as defined under the Employment Standards Act (ESA). AI is not used to make final hiring…
Added 15 mins ago
B
General Repair Technician III
BGIS
Ottawa, ON
- Full-time
We value transparency in our hiring processes. Please note, artificial intelligence may be used in certain stages to screen, assess, or select applicants, however, a human reviewer makes…
Added 15 mins ago
MG
Registered Practical Nurse (PeriAnesthesia Care Unit)
Michael Garron Hospital
Toronto, ON
- Temporary
MGH is committed to leveraging new technologies and working efficiently. As a result, artificial intelligence systems may be used as part of our process to screen, assess, and or select…

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

Apply About employer

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.

Apply About employer

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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