Jobs in Canada

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Added 8 hours ago
IF
Rental Sales Associate
Impact Fulfillment Services
Montreal, QC
- Full-time
Added 1 day ago
KA
Trainee Bilingual Automotive Sale Associate
Kaizen Automotive Group
Calgary, AB
- Full-time
Using our CRM (Customer Relationship Management) systems to track leads, follow-ups, and sales activities
Added 1 day ago
MM
Part-Time Financial Service Representative
Money Mart
Ottawa, ON
- Part-time
…financial needs. If you’re passionate about customer service, relationship building, and helping consumers and business owners access financial solutions when they need them most, you’ll…
Added 1 day ago
HR
Specialist, Designated Sales Associate - Denim
Holt Renfrew
Toronto, ON
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 1 day ago
HR
Specialist, Designated Sales Associate - Denim
Holt Renfrew
Toronto, ON
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 1 day ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
Accountable for transitioning new and existing clients to an appropriate service channel for ongoing relationship management upon completion of initial onboarding activities.
Added 1 day ago
A
Communications Manager
ADP
Toronto, ON · Etobicoke, Ontario
- Full-time
Strong stakeholder management and relationship-building capabilities.
Added 2 days ago
C
Client Associate, Wood Gundy-Bilingual
CIBC
Quebec, QC
- Full-time
…and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely…
Added 2 days ago
C
Client Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 2 days ago
SP
Bilingual Customer Success Manager (French/English-Speaking)
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 2 days ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Laval, QC
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Norton brand stand out.
Added 2 days ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Brampton, ON
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Norton brand stand out.
Added 2 days ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
St. Catharines, ON
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Norton brand stand out.
Added 2 days ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Toronto, ON · Etobicoke, ON
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Norton brand stand out.
Added 2 days ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Burlington, ON
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Norton brand stand out.
Added 2 days ago
AG
Norton Holiday Assisted Sales Brand Ambassador
Acosta Group
Ajax, ON
- Contract
You will drive sales by partnering with store management, engaging with customers, and being the driving force behind making the Norton brand stand out.
Added 2 days ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- $30 USD / hour
- Contract
Bilingual French Inbound Customer Engagement Associate needed for a 4 month contract opportunity with SAP Canada located in Vancouver, BC.
Added 2 days ago
RS
Customs - Customer Service Associate
Ryder System, Inc.
Woodstock, ON
- Full-time
…with integrated transportation, logistics, and supply chain management solutions that enhance the way they do business. Building and maintaining a fleet takes time, resources, and expertise…
Added 2 days ago
PC
Client Service Associate
PBY Capital
Toronto, ON
- Full-time
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,…
Added 2 days ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
A passion for learning and growing in the wealth management space.
Added 2 days ago
PC
Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
Pwc Canada
Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
…across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you’ll have the opportunity to help our clients through the different…
Added 2 days ago
IE
Associé(e), Service aux patients - Montréal Nord, Est
Inizio Engage
Laval, QC · Montreal, QC
- Full-time
Inizio Engage Canada is seeking Patient Service Associate to join our team and build meaningful connections with healthcare professionals. This exciting opportunity offers a gateway into…
Added 2 days ago
E
Field Service Engineer
Eppendorf
Halifax, NS · Mississauga, ON · Ottawa, ON · Montreal, QC
- Full-time
Verbal and written communication in English – Bilingual in French strongly preferred
Added 2 days ago
S
Sales Engineer, Channel Sales
SOTI
Mississauga, ON
- Full-time
At SOTI, we are committed to delivering best in class mobile and IoT device management solutions. We are looking for out of the box thinkers that appreciate the art of creating great…
Added 2 days ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Reporting to the Customs Manager, the Customs Associate is responsible for gathering information needed to complete rating and clearances of shipments and communicate this information…

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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