Jobs in Canada

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Added 4 mins ago
TS
Store Associate
The Salvation Army in Canada
Winnipeg, MB
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 4 mins ago
BG
Service Technician - Shop_CA
Brandt Group of Companies
Prince George, BC
- Full-time
Operate within budgets and approvals established by the Service Manager.
Added 4 mins ago
LA
Legal Aid Worker
Legal Aid Ontario
Thunder Bay, ON
- Contract
Reporting to: Manager of Legal Services, North District
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TS
Program Service Manager
The Salvation Army in Canada
Toronto, ON
- Full-time
Provide programming updates to manager of residential services
Added 4 mins ago
WS
Manager IT Service Management (ITSM)
Workplace Safety and Insurance Board (WSIB)
London, ON
- Full-time
…continue to modernize our IT environment, we’re looking for a Manager, IT Service Management (ITSM) to help strengthen how reliable, effective and customer-focused technology services are…
Added 4 mins ago
MM
Global Financial Crime Screening Operations Manager
Marsh McLennan
Toronto, ON
- Full-time
Experience within financial services and insurance would be an advantage
Added 4 mins ago
Retail Store Manager
Fire & Flower Inc.
Sault Ste. Marie, ON
The Retail Store Manager is responsible for the daily operations and profitability of their assigned location(s), according to set goals and business objectives. Daily operations include…
Added 4 mins ago
General Manager, Ontario
F12.net
Markham, ON
The Position: Reporting to the COO, the General Manager (GM) is responsible for F12’s financial and operational performance at the provincial or regional level with a focus on driving…
Added 4 mins ago
CEA - Holiday House Checker
Alma Mater Society of Queen's University Inc.
Kingston, ON
The AMS is a not-for-profit entity created by the Society to ensure its continuing financial viability by overseeing the management of its services and associated financial affairs. It is…
Added 4 mins ago
GC
Food & Beverage Outlets Manager (Full Time)
Granite Club
Toronto, ON · North York, ON
- Full-time
The Granite Club is looking for a full-time Food & Beverage Outlets Manager who oversees all facets of the day-to-day operations of the restaurant outlets at the Granite Club, including…
Added 4 mins ago
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Customer Success Manager - Core Clouds
Salesforce
Vancouver, BC · Toronto, ON · Canada - Toronto
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
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Branch Manager
RBC
Halifax, NS
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
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O
Manager, Corporate Reporting and Financial Services
OPTrust
Toronto, ON
- Full-time
The Finance and Facilities Division is led by the Chief Financial Officer and includes accounting, operations, tax, and facilities functions and roles supporting OPTrust investment and…
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M
Food Service Manager (CSNM) , Contract
Maquise
Orillia, ON
- Full-time
Now, if you were to come on board as a Food Service Manager we’d ask you to do the following for us:
Added 4 mins ago
TS
Administrative Assistant
The Salvation Army in Canada
Windsor, ON
- Full-time
…received are deposited in time. Sending required bank deposit financial documents to the regional accounting center for…
Added 4 mins ago
MC
Manager, Business Banking Credit
Meridian Credit Union
Guelph, ON
- $79,100 to $110,000 CAD / year
- Full-time
Reporting to the Director, Sales & Service, the Manager, BBC Business Banking Credit role interfaces closely with Business Banking Centre (“BBC”) management and Business Credit Department…
Added 4 mins ago
IS
Payroll Analyst
InSync Systems
Calgary, AB
- Contract
Reporting to the Manager, Payroll, this individual will have a strong payroll background and will perform duties to support all aspects of time and scheduling, as well as ongoing payroll…
Added 4 mins ago
TS
Store Associate
The Salvation Army in Canada
St. Albert, AB
- Full-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 19 mins ago
CC
Finance Manager
Context Creative
Toronto, ON
- Full-time
Context Creative is a purpose-driven communications and design agency trusted by clients providing vital public services. We make meaningful connections to solve complex communications and…
Added 19 mins ago
T
Customer Experience Associate - Kirkland
TD
Kirkland, QC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 19 mins ago
T
Compliance Associate Rotational Program
TD
Toronto, ON
- Full-time
…career, development and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future…
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Senior Personal Banker - Home Borrowing (Sydney)
TD
Sydney Indian Reserve No. 28A, NS
- Full-time
Certificate in Financial Services Advice (CFSA) within 6 months of start date
Added 19 mins ago
T
Senior Personal Banker-Home Borrowing - Lasalle (Full-time,37.5h/week)
TD
Montreal, QC
- Full-time
…accreditation or equivalent within 90 days of start dateCertificate in Financial Services Advice (CFSA) within 6 months of start…
Added 19 mins ago
T
Customer Experience Associate
TD
Cochrane, AB
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 19 mins ago
T
Sr. Product Solution Analyst, TD Securities
TD
Toronto, ON
- Full-time
…technology solution team. This position reports directly to the Manager, Engineering within the Global Equity Derivatives & Synthetic Prime Solutions…

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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