Find work in Canada.

532,712 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 28 mins ago
LR
Sales & Account Specialist
La Rocca Creative Cakes
Richmond Hill, ON
- Full-time
We are seeking a highly organized, detail-oriented, forward-thinking and proactive Sales & Account Specialist to support the effectiveness and growth of our Sales team. This role serves as…
Added 28 mins ago
AI
Account Manager
Accuenergy Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Strategic engagement - Quarterly Business Reviews, annual reviews, roadmap conversations, NPI training, and other strategic touchpoints on key accounts. Builds and maintains the…
Added 28 mins ago
CL
Organizational Design Consultant
Community Living BC
Vancouver, BC
- Full-time
Collaborate with People Services Client Partners, People Leaders, and the Compensation and People Analytics Specialist to support role design and job description alignment before formal job…
Added 28 mins ago
L
Client Operations Specialist
Leads.io
Toronto, ON
- $50,000 to $57,500 CAD / year
- Full-time
We're looking for a Client Operations Specialist to own the end-to-end rollout and quality assurance of our direct client campaigns at Leads.io.
Added 28 mins ago
BG
Senior Service Retention Specialist
BMW Group
Richmond Hill, ON
- Full-time
The Service Retention Specialist role focuses on developing programs and strategies to foster customer retention and realize growth opportunities within the BMW and MINI service business.…
Added 28 mins ago
S
Business Development Specialist, Pharmacy
Sobeys
Mississauga, ON
- Full-time
We are looking for a Business Development Specialist, Pharmacy to identify, develop, and expand business opportunities that drive prescription growth, patient acquisition, strategic…
Added 28 mins ago
KP
Change Specialist, Finance
Kruger Products | Produits Kruger
Mississauga, ON
- Full-time
As the Change Specialist, Finance, you will bring change management strategies to life by developing and delivering communications, training, stakeholder engagement, business readiness, and…
Added 28 mins ago
FB
Strategic Energy Partner
Flogas Britain
Field, BC
- Full-time
How you’ll power our business as a Strategic Energy Partner
Added 29 mins ago
T
Bilingual Credit Recovery Specialist - Tangerine
Tangerine
Toronto, ON
- Full-time
The Credit Recovery Specialist is responsible for maintaining an overall minimal delinquency ratio on the Tangerine portfolio (Deposits, Loans, Lines of Credit, Credit Cards), based on…
Added 29 mins ago
TP
Specialist, Supplier Relationship Management
Toronto Pearson International Airport
Toronto, ON
- Full-time
…value realization. You will partner with Procurement Services, Business Units, and GTAA suppliers to translate complex pricing, spend, market and performance data into clear insights,…
Added 29 mins ago
LF
Partner Operations Specialist / Spécialiste des opérations partenaires (Claims/Réclamations)
LGM Financial Services
Vancouver, BC
- Full-time
Analysis and Reporting: Analyze recurring issues, trends and operational risks, and prepare or support reporting that summarizes findings, recommendations and potential business impact for…
Added 29 mins ago
AD
Reliability Specialist, Cranes Maintenance
ArcelorMittal Dofasco
Hamilton, ON
- Full-time
(Senior Coordinator / Specialist / Senior Specialist)
Added 29 mins ago
CI
Ingénieur(e) mécanique intermédiaire / Intermediate Mechanical Engineer
Calian in Space & Technology
Vaudreuil-Dorion, QC
- Full-time
…Engineer. The successful candidate will participate in the design, analysis, development, production, maintenance and upgrades of large antenna systems. Projects will include everything…
Added 43 mins ago
RC
Sr. Sourcing and Contracts Specialist
Randstad Canada
Burnaby, BC
- $120,000 to $145,000 CAD / year
- Full-time
…candidate should have experience with sourcing events, category analysis, contract negotiations and supplier relationship…
Added 43 mins ago
S
Account Representative (Incented Sales Rep) Directwest
SaskTel
Regina, SK
- Full-time
…digital marketing strategies, but you will also act as a Media Specialist for our clients. Your role will center on designing and selling impactful digital marketing solutions, including…
Added 43 mins ago
CC
Automotive HVAC product engineer
Crestline Coach Ltd.
Saskatoon, SK
- Full-time
…Saskatoon. This role will serve as Crestline’s subject-matter specialist for automotive HVAC systems and support HVAC design requirements across multiple vehicle-development…
Added 44 mins ago
BS
Middleware Specialist / Infrastructure Engineer
Brainhunter Systems Ltd
ON · Ontario, Canada
- Contract
Position Overview: As an Engineer Specialist, you will play a critical role in enabling secure, reliable, and scalable technology environments that support key business operations. This…
Added 44 mins ago
A
Business Process Owner & General Accounting Specialist
ABB
Montreal, QC · Saint-Laurent, QC
- Full-time
…day, you will support in accounting and reporting matters to business/reporting units through resolution of accounting and reporting questions, financial statement preparation and review…
Added 44 mins ago
IP
Inventory and Materials Specialist
InterPro Pipe + Steel
AB · Edmonton, AB
- Full-time
…each other to ensure growth and ultimately success for the business and our…
Added 44 mins ago
CO
Process Documentation Specialist (2-Year Contract)
City of Markham
Markham, ON
- $83,093 to $104,793 CAD / year
- Contract
Reporting to the Manager, IT Project Delivery, the Process Documentation Specialist is responsible for analyzing, documenting, and standardizing end-to-end business processes and system…
Added 44 mins ago
FC
Talent Development Specialist
Federated Co-operatives Limited
Medicine Hat, AB
- Full-time
…individual to join our Talent & Culture team as a Talent Development Specialist. This full-time, permanent position will be based on-site at our Business Support Centre in Medicine Hat,…
Added 44 mins ago
M
Kubernetes Engineer (Container security and GKE focus)
Mehbooba
ON · Ontario, Canada
- Contract
Integrate Software Bill of Materials (SBOM) generation, validation, storage, and analysis into CI/CD pipelines for container images, using machine-readable formats such as SPDX or CycloneDX.
Added 44 mins ago
IS
Information Management Specialist
Irving Shipbuilding
Dartmouth, NS
- Full-time
Are you passionate about transforming complex information into powerful business solutions? We're looking for an Information Management Specialist to play a key role in how our organization…
Added 44 mins ago
A
Sr Specialist, Regional Planning, Supply Chain
Ansell
Cowansville, QC
- Full-time
At least three years of relevant experience in demand planning, supply-chain planning, business-process improvement, analytics, systems support, or a related field.
Added 44 mins ago
AI
Nuclear Services Technologist
ATS Industrial Automation
Cambridge, ON
- Full-time
The Nuclear Services Specialist supports the operation and maintenance of specialized nuclear automated tooling to ensure its availability, reliability, and performance. This role requires…

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