Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Markham, ON
- Full-time
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…
Added 3 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Vaughan, ON
- Full-time
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…
Added 3 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Toronto, ON
- Full-time
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…
Added 3 mins ago
CC
Business Development Manager
Canada Cartage
Calgary, AB
- Full-time
The Business Development Manager will be responsible for driving profitable revenue growth by identifying and securing new dedicated fleet business opportunities throughout Alberta. This is…
Added 18 mins ago
BH
Senior Environmental Coordinator
BC Hydro
Burnaby, BC
- Full-time
…provide environmental support, as environmental work package manager (EWPM), on complex BC Hydro capital projects. The scope includes navigating federal and provincial environmental…
Added 18 mins ago
CO
Financial Services Administrator
County of Grande Prairie
Clairmont, AB
- Full-time
This role supports the Financial and Business Planning Services service area by completing financial tasks including reporting and analysis. This role provides high-level administrative…
Added 18 mins ago
K&
Operations Manager – Night Shift
Kohl & Frisch Limited
Toronto, ON
- Full-time
POSITION TITLE: Operations Manager – Night Shift
Added 18 mins ago
J
Manager of UX Research
Jobgether
Canada
- $112,000 to $160,000 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 Manager of UX Research based in Canada.
Added 18 mins ago
PN
Technical Support Analyst - L3
Panasonic North America
Niagara-on-the-Lake, ON
- $60,000 to $70,000 CAD / year
- Full-time
…service level standards. Provides functional guidance to the Manager and/or L2 team by reviewing and accepting tickets/cases and recommending next steps or resolution when applicable.…
Added 18 mins ago
RH
Corporate Account Manager
Robert Half
BC · Fraser Valley, BC
- Full-time
We are partnering with a leading, global industrial manufacturer to support their search for a Corporate Account Manager to represent their business across British Columbia, with a primary…
Added 18 mins ago
J
Senior Account Manager, Media
Jobgether
Canada
- Full-time
The Senior Account Manager, Media will manage and grow relationships with a portfolio of high-value brand, agency, and original equipment manufacturer (OEM) clients across specialized…
Added 18 mins ago
TR
Manager, Events and Corporate Partnerships
The Royal Conservatory of Music
Toronto, ON
- $75,000 to $83,000 CAD / year
- Full-time
As a frontline fundraiser, the Manager carries a portfolio of corporate partners and individual donors. The role works closely with senior volunteers, event committees, external event…
Added 19 mins ago
WI
Project Manager, Municipal Planning
WSP in Canada
Kitchener, ON
- Full-time
Driving business development to grow our Municipal Planning Practice, including identifying opportunities, building and maintaining client relationships, and leading proposals
Added 19 mins ago
C
Project Manager (Permanent)
CoreFactor
Toronto, ON
- Full-time
Support the Manager of Contract Management in effectively planning, preparing, monitoring and controlling the execution of outsourcing projects within the Project Delivery business unit.
Added 19 mins ago
PC
Program Manager - Capital Markets (FSI)
PPT Consulting
Toronto, ON
- Full-time
Proven ability to collaborate with senior business stakeholders, project managers, and cross-functional teams.
Added 35 mins ago
T
Senior Program Manager, Talent Development
Twilio
Remote, Canada
- Full-time
- Remote
Join the team as Twilio’s next Sr. Program Manager, Talent Development
Added 35 mins ago
EL
Store Manager Store Manager
Estée Lauder Companies
Vancouver, BC
- Full-time
We are looking for a dynamic and inspirational Store/Retail/Counter Manager to lead, coach and develop our team of Sales Associates to achieve all sales, customer service and operational…
Added 48 mins ago
PN
Technical Support Analyst - L3
Panasonic North America
Niagara-on-the-Lake, ON
- $60,000 to $70,000 CAD / year
- Full-time
…service level standards. Provides functional guidance to the Manager and/or L2 team by reviewing and accepting tickets/cases and recommending next steps or resolution when applicable.…
Added 48 mins ago
P
Client Services Associate - January 2027
proSapient
Toronto, ON
- $55,000 to $75,000 CAD / year
- Full-time
…specialized knowledge and insights needed to make informed business decisions. Our clients include many of the world's leading consultancy and private equity firms. Since our launch in…
Added 48 mins ago
DT
Transportation Manager
DBI Transport
AB · Edmonton, AB
- Full-time
D.B.I. Dry-Blast Inc. is seeking an experienced and organized Transportation Manager to oversee and coordinate the company's transportation operations in Edmonton, Alberta. The successful…
Added 48 mins ago
PM
Clinical Education Manager
Pride Mobility Products Corporation
Canada
- Full-time
Work with the Corporate Education Department (aka Pride Learning Institute) to oversee the training and development of presentations and materials for the annual activities, and ensure all…
Added 49 mins ago
TP
Senior Representative, CX Strategy Activation
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Manager, Customer Experience and Insights, you will activate Toronto Pearson’s customer experience strategy by embedding customer-centric practices, programs and governance…
Added 49 mins ago
H
Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
…into sustained growth? HDR is seeking a Global Mining Practice Business Development Leader to lead client engagement, strategic account development, major pursuits and market growth across…
Added 49 mins ago
H
Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
…into sustained growth? HDR is seeking a Global Mining Practice Business Development Leader to lead client engagement, strategic account development, major pursuits and market growth across…
Added 49 mins ago
BL
Catering Attendant / Receptionist
BC Legal Management Association
BC · West Vancouver, BC
- Other
…to join our Vancouver office. This role will report to the Manager, Office Services & Facilities and will be responsible for delivering a first-class hospitality experience to clients,…

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

Report this job