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Added 21 mins ago
LC
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Part-time
…position. This posting is for an existing vacancy. The Company uses artificial intelligence for the purpose of screening, assessing and/or selecting applicants for this position. /…
Added 21 mins ago
LC
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Part-time
…position. This posting is for an existing vacancy. The Company uses artificial intelligence for the purpose of screening, assessing and/or selecting applicants for this position. /…
Added 21 mins ago
HQ
Applications Scientist, Structural Biology
High Q Technologies
ON · Ontario, Canada
- $80,000 to $110,000 CAD / year
- Full-time
Clear scientific writing and presentation, for both specialist and non-specialist audiences.
Added 21 mins ago
B
Specialist, Channel Compensation
Bell
Mississauga, ON
- Full-time
…the "why" behind the numbers? We are looking for a dynamic Specialist, Channel Compensation,who pairs strong financial and data skills with a strategic, big-picture mindset. In this role,…
Added 21 mins ago
O
Process Specialist
Olymel
Boucherville, QC
- Full-time
We do not use artificial intelligence (AI) in our selection processes.
Added 21 mins ago
AC
Sales Insurance Specialist
Aviva Canada
Markham, ON
- Full-time
Aviva Canada may use AI (Artificial Intelligence) tools to assist us throughout the recruitment process to screen, assess or select applicants for a position.
Added 21 mins ago
E
AI DevOps Specialist (AI Enablement & Secure DevOps)
Experis
Canada
- Contract
The AI DevOps Specialist is primarily responsible for the technical deployment, secure enablement, administration, and continuous optimization of the global HPS Artificial Intelligence (AI)…
Added 21 mins ago
GL
Occupational Health, Safety and Environment Specialist
Gay Lea Foods
Teeswater, ON
- Full-time
Gay Lea Foods may use artificial intelligence (AI) tools to support aspects of the recruitment process, including screening and assessment.
Added 21 mins ago
PC
Program Manager - Capital Markets (FSI)
PPT Consulting
Toronto, ON
- Full-time
We do not use artificial intelligence to screen or make decisions about candidates. Limited AI tools may be used for administrative or operational purposes in the recruitment process.
Added 36 mins ago
FD
Customer Experience Specialist
Fil Delivery
Mississauga, ON
- Full-time
Use of Artificial Intelligence: We may use artificial intelligence (AI) tools to help screen, assess, or evaluate applicants for this role. These tools assist our hiring team, but all final…
Added 37 mins ago
M
Cloud & AI Platform Sales Specialist
Microsoft
Goodwood, ON
- Full-time
…telecommunications? Join our dynamic team as a Cloud & AI Solution Specialist, where you will play a pivotal role in accelerating Microsoft Azure adoption across key enterprise customers.…
Added 51 mins ago
AI
Account Manager
Accuenergy Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…and delivery promise integrity; clean handoff to Application Specialist on deep technical pre-sales; clean handoff to Technical Support on post-sale technical issues. Owns the relationship;…
Added 51 mins ago
C
Communications Specialist
Cella
Toronto, ON
- $50 to $52 CAD / hour
- Contract
Cella by Randstad Digital uses artificial intelligence to help our recruiters screen, assess and select qualified talent for this role and others within our database. Although Cella by…
Added 51 mins ago
S
Business Development Specialist, Pharmacy
Sobeys
Mississauga, ON
- 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 51 mins ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 51 mins ago
CI
Ingénieur(e) mécanique intermédiaire / Intermediate Mechanical Engineer
Calian in Space & Technology
Vaudreuil-Dorion, QC
- Full-time
Added 1 hour ago
J
Payroll Specialist
Jetson
North Vancouver, BC
- Full-time
We're looking for an experienced Payroll Specialist to own payroll operations across Canada and the United States as part of our Accounting & Finance team. As Jetson's payroll expert,…
Added 1 hour ago
W
Specialist, Counterparty Credit Risk
Wealthsimple
Canada
- Full-time
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools…
Added 1 hour 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 1 hour ago
ZI
System Integration Specialist
ZenaTech Inc.
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
We use artificial intelligence to review and screen applications and materials. However, every candidate we move forward with is reviewed and selected, and all final hiring decisions are…
Added 1 hour ago
PR
Specialist - Intermediate Server Infrastructure
Peel Regional Police
Brampton, ON
- Temporary
Are you an ambitious and highly motivated specialist with an experience in implementation and management of cloud and on - premise server infrastructure solutions? Are you looking to make…
Added 1 hour ago
GD
Computer Modeling & Simulation Staff Specialist/Engineer
General Dynamics Land Systems–Canada
London, ON
- Full-time
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our…
Added 1 hour ago
T
General Counsel
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Full-time
Build a scalable, business-focused legal function and a trusted network of Canadian, U.S., and specialist external counsel.
Added 1 hour ago
ML
Industrial Engineering Specialist - Contract
Maple Leaf Foods Inc.
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Contract
We use Artificial Intelligence (AI) tools to support parts of our recruitment process. AI does not make hiring decisions; all decisions are made by human reviewers.
Added 1 hour ago
ML
Sr. Specialist, International Recruitment (Licensed Canadian Immigration Consultant)
Maple Leaf Foods Inc.
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Full-time
We use Artificial Intelligence (AI) tools to support parts of our recruitment process. AI does not make hiring decisions; all decisions are made by human reviewers.

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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