Jobs in Canada

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Added 46 mins ago
BU
Labour relations specialist
Brandon University
Brandon, MB
- Full-time
Specialization/experience (business sales and services)
Added 46 mins ago
OC
technical sales specialist
Open Connection
Nanaimo, BC
- Full-time
Assess client’s needs and resources to recommend the appropriate goods or services
Added 1 hour ago
JI
Paid Media Specialist
Jumbo Interactive
Calgary, AB
- Full-time
The Paid Media Specialist is responsible for end-to-end planning, coordination, execution, and optimization of integrated paid media campaigns across traditional and digital channels. This…
Added 1 hour ago
NB
Director, Business Transfer - Agriculture
National Bank of Canada
Montreal, QC
- Full-time
…Acquisition, Sale and Transfer team at National Bank means acting as a specialist supporting agricultural entrepreneurs with their business acquisition, sale and transfer projects. This…
Added 1 hour ago
NB
Director, Business Transfer
National Bank of Canada
Laval, QC
- Full-time
…Acquisition, Sale and Transfer team at National Bank means acting as a specialist for entrepreneurs throughout their business acquisition, sale and transfer projects. This role allows you…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Sainte-Thérèse, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 2 hours ago
NR
Program Specialist
Niagara Region
ON · Niagara, ON
- Full-time
…meetings and regular status updates, report on progress, manage client expectations, and handle/incorporate…
Added 3 hours ago
FD
Experienced Collections Specialist - Banking & Government
Financial Debt Recovery Limited (FDR)
Richmond Hill, ON
- Full-time
Join our team as an Experienced Collections Specialist, where your expertise in banking, government, and financial services collections will contribute to our financial success while…
Added 3 hours ago
H
Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
Are you a strategic leader with strong mining-industry relationships and a track record of converting client needs into sustained growth? HDR is seeking a Global Mining Practice Business…
Added 3 hours ago
BH
Occupational Safety & Health Specialist 2 - Revelstoke
BC Hydro
Revelstoke, BC
- $95,000 to $102,200 CAD / year
- Full-time
Reviews the use of new safety or site-specific equipment and associated processes as they apply to the assigned client area, assesses their safety impacts and ensures compliance with…
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 5 hours ago
RB
Banking Advisor
Royal Bank of Canada
Mystery Lake, MB · THOMPSON, Manitoba
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 5 hours ago
SG
People & Culture Coordinator
SJ Group
Toronto, ON
- Full-time
Headquartered in Singapore, the Group brings together specialist businesses across architecture, engineering, design and consultancy, including AETOS, Atelier Ten, B+H, KTP, Prostruct,…
Added 5 hours ago
J
Digital Marketing Specialist, Search
Jobgether
Canada
- $55,000 to $60,000 CAD / year
- Full-time
The Digital Marketing Specialist, Search will help businesses increase their online visibility and connect with more potential customers through effective paid search and SEO strategies. In…
Added 5 hours ago
C
Infirmière Gestionnaire de Cas Bilingue/ Bilingual Nurse Case Manager -15-Month
Cencora
Victoria, BC · Quebec, QC
- Full-time
Ce poste s'inscrit dans le cadre des services d'accompagnement des patients et des professionnels de santé ainsi que des services de commercialisation pharmaceutique proposés par Cencora au…
Added 6 hours ago
RH
KYC Risk & Compliance Specialist
Robert Half
Calgary, AB
- Full-time
Our client is looking for a risk and compliance analyst. This role is responsible for enhanced due diligence and ongoing monitoring of higher risk merchants and operators, from onboarding…
Added 6 hours ago
S
Product Specialist - Risk and Performance
SimCorp
Toronto, ON
- Full-time
…organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and…
Added 7 hours ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Winnipeg, MB
- Contract
Train retail associates on client products, promotions, and messaging.
Added 7 hours ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 7 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 7 hours ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Laval, QC
- Contract
Train retail associates on client products, promotions, and messaging.
Added 7 hours ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Brampton, ON
- Contract
Train retail associates on client products, promotions, and messaging.
Added 7 hours ago
A
Validation Specialist
Actalent
Cambridge, ON
- $35 to $50 CAD / hour
- Contract
Actalent est un leader mondial dans les services dingénierie et de sciences ainsi que dans les solutions de talents. Nous aidons des entreprises visionnaires à faire progresser leurs…
Added 7 hours ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Newmarket, ON
- Contract
Train retail associates on client products, promotions, and messaging.
Added 7 hours ago
A
Validation Specialist
Actalent
Cambridge, ON
- $35 to $50 CAD / hour
- Contract
Actalent est un leader mondial dans les services dingénierie et de sciences ainsi que dans les solutions de talents. Nous aidons des entreprises visionnaires à faire progresser leurs…

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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