Jobs in Canada

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Added 5 mins ago
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Mechanical Engineer Level I
Worley
Calgary, AB · Edmonton, AB
- Full-time
Worley is a global company of energy, chemicals and resources experts headquartered in Australia. We partner with our customers to deliver projects and create value across the life of their…
Added 5 mins ago
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Customer Experience Associate- Whistler, BC
TD
Whistler, BC
- 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 20 mins ago
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Director of Finance
Altis
Toronto, ON
- $130,000 to $155,000 CAD / year
- Full-time
Are you a strategic finance leader who wants to make a meaningful impact? Our client, a well-established organization in the long-term care and non-profit sector, is seeking a Director of…
Added 20 mins ago
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Accounting Supervisor
Altis
Toronto, ON · North York, ON
- $37 to $45 CAD / hour
- Contract
Are you an experienced accounting professional who enjoy improving processes, and driving financial accuracy? Our client, an established organization in the services industry, is seeking a…
Added 20 mins ago
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Consultant (CAN) - Inventory and Procurement Specialist
Slalom
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…become the world’s most customer-obsessed and employee-empowered services company. From strategy through delivery, our agile teams across 52 offices in 12 countries partner with clients to…
Added 34 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Markham, ON
- Full-time
As one of the world’s leading professional services firms, we partner with clients across transportation, infrastructure, environment, buildings, energy, water, mining and metals. We pair…
Added 34 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Vaughan, ON
- Full-time
As one of the world’s leading professional services firms, we partner with clients across transportation, infrastructure, environment, buildings, energy, water, mining and metals. We pair…
Added 34 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Toronto, ON
- Full-time
As one of the world’s leading professional services firms, we partner with clients across transportation, infrastructure, environment, buildings, energy, water, mining and metals. We pair…
Added 34 mins ago
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Canada Registered Branch Associate Trainee -Bedford, NS
Edward Jones
Bedford, NS
- Full-time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors…
Added 34 mins ago
RS
RT2 Technician
Rockwood Service Corporation
Rocky View No 44, AB · Rocky View County, AB
- Full-time
…service non-destructive testing, inspection, and integrity services throughout North America. Our wide array of services is tailored towards maintenance, integrity, construction for both…
Added 49 mins ago
ES
Maintenance Supervisor: Grounds & Fabric
Equans Services Canada & US
Surrey, BC
- Full-time
Active in Canada and the United States for more than 30 years, Equans Services is the partner of businesses, industries and institutions that want to move towards more connected buildings,…
Added 49 mins ago
A
Intermediate Mechanical Engineer (Buildings)
AtkinsRéalis
Toronto, ON · North York, ON
- Full-time
We're AtkinsRéalis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's'infrastructure and energy systems. Together,…
Added 49 mins ago
A
Intermediate Mechanical Engineer (Buildings)
AtkinsRéalis
Toronto, ON · North York, ON
- Full-time
We're AtkinsRéalis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's'infrastructure and energy systems. Together,…
Added 49 mins ago
A
Intermediate Electrical Engineer (Buildings)
AtkinsRéalis
Toronto, ON · North York, ON
- Full-time
We're AtkinsRéalis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's'infrastructure and energy systems. Together,…
Added 49 mins ago
A
Intermediate Electrical Engineer (Buildings)
AtkinsRéalis
Toronto, ON · North York, ON
- Full-time
We're AtkinsRéalis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's'infrastructure and energy systems. Together,…
Added 1 hour ago
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Personal Banking Advisor - Camrose
ATB
Camrose, AB
- Full-time
Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
Added 1 hour ago
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Graduate Mechanical Engineer
Worley
Calgary, AB · Edmonton, AB · Vancouver, BC
- Full-time
Worley is a global company of energy, chemicals and resources experts headquartered in Australia. We partner with our customers to deliver projects and create value across the life of their…
Added 1 hour ago
WI
Civil Engineer
WSP in Canada
Kingston, ON
- Full-time
As one of the world’s leading professional services firms, we partner with clients across transportation, infrastructure, environment, buildings, energy, water, mining and metals. We pair…
Added 1 hour ago
SQ
District Manager
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…Leadership team, while generating business results and the overall Client experience within the District. You will report to the Regional Vice President and collaborate with the regional…
Added 1 hour ago
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Protocol Developer
Survalent
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Collaborate with developers, QC, Product Management, Support, Professional Services, and customers to deliver complete and reliable solutions.
Added 1 hour ago
CL
Organizational Design Consultant
Community Living BC
Vancouver, BC
- Full-time
Partner with People Leaders and People Services Client Partners to understand organizational challenges, strategic priorities, service delivery requirements, and workforce needs.
Added 1 hour ago
NB
Cash Management, Services Officer - National Client Group
National Bank of Canada
Calgary, AB
- Full-time
Client Group, Western Canada, you will serve as a key partner to Treasury
Added 1 hour ago
WI
Lead Mechanical Engineer, Resources
WSP in Canada
Calgary, AB
- Full-time
What if you could redefine what’s possible? With us, you can. You want Purpose. Growth. Opportunity. People who get it. We are the home of ambitious, passionate, and innovative world…
Added 1 hour ago
NB
Regional Administrative Manager
National Bank of Canada
Calgary, AB
- Full-time
Required skills: Client-focused, Critical Thinking, Decision Making, Diversity & Inclusion, Emotional Intelligence, Learning Agility, Managerial Courage, Mobilization, Partner Development,…
Added 1 hour ago
TI
Translator Banking Sector
TRSB Inc.
Montreal, QC
- Full-time
Work with ambitious people. Solve complex global challenges. Build solutions that move markets. TRSB is a fast-growing, tech-enabled language partner serving enterprise clients across…

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

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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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