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 11 mins ago
PM
Clinical Project Manager - CRO
Pharma Medica Research Inc.
Mississauga, ON
- $50,000 to $60,000 CAD / year
- Full-time
…Come join our team! We are currently looking for a Project Manager to join our…
Added 12 mins ago
OT
Restaurant Assistant Manager
One Therapy Network
Victoria, BC
- Full-time
The Assistant Manager works with the Manager to supervise overall shift and daily operations. This includes operating the restaurant according to A&W Standards, WorkSafeBC, and…
Added 12 mins ago
A
Assistant Manager, Merchandise Planning
adidas
Woodbridge, ON
- Full-time
Assistant Manager, Merchandise Planning provides financial guidance to Canada retail buying teams to meet or exceed sales and target KPIs. Assist with the development of seasonal plans,…
Added 12 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 12 mins ago
OT
Restaurant Assistant Manager
One Therapy Network
Kamloops, BC
- Full-time
The Assistant Manager works with the Manager to supervise overall shift and daily operations. This includes operating the restaurant according to A&W Standards, WorkSafeBC, and…
Added 28 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 42 mins ago
RC
Assistant Manager
Revive Car Wash
Belleville, ON
- Full-time
The Assistant Manager is a full-time, on-site leadership role at our Belleville location. You’ll partner closely with the Site Manager to run day-to-day operations, lead and develop your…
Added 42 mins ago
PM
Clinical Education Manager
Pride Mobility Products Corporation
Canada
- Full-time
…components. Headquartered in Duryea, Pennsylvania, Pride also has operations in Las Vegas, Mississippi, Florida, Australia, Canada, China, France, Germany, Italy, the Netherlands, New…
Added 42 mins ago
OT
Restaurant Assistant Manager
One Therapy Network
Langford, BC
- Full-time
The Assistant Manager works with the Manager to supervise overall shift and daily operations. This includes operating the restaurant according to A&W Standards, WorkSafeBC, and…
Added 42 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 42 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
The Growth Coordinator is responsible for the coordination and implementation of key strategies, actions, and operations to improve growth outcomes for the City of Saint John. Housed within…
Added 42 mins ago
DP
Property Manager
Drake Property Management
Hamilton, ON
- $70,000 to $75,000 CAD / year
- Full-time
Reporting to the Regional Manager, this role acts as the primary business leader for the assigned portfolio and is accountable for achieving occupancy, revenue, expense management, and Net…
Added 42 mins ago
H
Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
…permitting and feasibility through detailed design, construction, operations, water and mine waste management, and closure and reclamation. You’ll connect clients with integrated technical,…
Added 42 mins ago
H
Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
…permitting and feasibility through detailed design, construction, operations, water and mine waste management, and closure and reclamation. You’ll connect clients with integrated technical,…
Added 42 mins ago
DG
Food Service Supervisor
Dexterra Group
Mississauga, ON
- Full-time
…preparing and/or directing the preparation of daily food service operations according to established standards. This role also performs the administrative and financial duties for the unit…
Added 42 mins ago
CC
Technician, Radio
Conestoga College
Kitchener, ON
- Full-time
Working collaboratively with the Manager to address and resolve student and faculty inquiries related to station operations
Added 42 mins ago
H
Global Mining Practice Business Development Leader
HDR
Victoria, BC
- Full-time
…permitting and feasibility through detailed design, construction, operations, water and mine waste management, and closure and reclamation. You’ll connect clients with integrated technical,…
Added 42 mins ago
H
Global Mining Practice Business Development Leader
HDR
London, ON
- Full-time
…permitting and feasibility through detailed design, construction, operations, water and mine waste management, and closure and reclamation. You’ll connect clients with integrated technical,…
Added 42 mins ago
XT
National Lead- Business Development Division
Xcite Tech
ON · Ontario, Canada
- Full-time
National Manager, Customer Success & Business Development
Added 42 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Victoria, BC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 42 mins ago
BV
JUNIOR ASSISTANT MANAGER
Bikini Village
Victoria, BC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 42 mins ago
M
Senior Manager, Marketing, Canada & LATAM
Magnite
Toronto, ON
- Full-time
As Marketing Manager, Canada & LATAM, you will be a key marketing partner to Magnite’s growing commercial teams across Canada and Latin America. Reporting to the VP, International…
Added 42 mins ago
H
Global Mining Practice Business Development Leader
HDR
Penticton, BC
- Full-time
…permitting and feasibility through detailed design, construction, operations, water and mine waste management, and closure and reclamation. You’ll connect clients with integrated technical,…
Added 42 mins ago
H
Global Mining Practice Business Development Leader
HDR
Richmond Hill, ON
- Full-time
…permitting and feasibility through detailed design, construction, operations, water and mine waste management, and closure and reclamation. You’ll connect clients with integrated technical,…
Added 43 mins ago
C
BOH Supervisor Windermere
Cineplex
AB · CPX Windermere & VIP
- Part-time
…could include opening and closing the building as the sole Manager on duty. The VIP BOH Supervisor primarily focuses on the back of house areas, in a quick service restaurant style kitchen,…

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