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Added 2 mins ago
TM
M&A Associate
The Mason Group - Strategic Search Partners
Toronto, ON
- $110,000 to $140,000 CAD / year
- Full-time
Our client is a fast-growing software company focused on acquiring, building, and growing specialized software businesses across multiple markets. This is an opportunity to join a lean,…
Added 2 mins ago
R
Community Associate
Regus
Ottawa, ON
- Full-time
As a Community Associate, you’ll work closely with new and existing customers across a myriad of industries, working to create and maintain your own community within your centre, where you…
Added 2 mins ago
TH
SUPERVISEUR 42/78/30
The Home Depot Canada
Lethbridge, AB
- Full-time
Under the management of Department Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to…
Added 2 mins ago
TH
Department Supervisor Full-Time - 7170 Lethbridge
The Home Depot Canada
Lethbridge, AB
- Full-time
Under the management of Department Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to…
Added 32 mins ago
TC
Allocation Analyst (Merchandising Career Path - January 2027)
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $52,230 to $73,122 CAD / year
- Full-time
Our Off-Price business model is unlike any other retailer, so we’ll make sure you have the right classroom and on-the-job training to give you a head start on a long-term career in…
Added 48 mins ago
Retail Sales Associate, Richmond Centre, Non-mgmt
Bell
Richmond, BC
Sales commission, rewards and recognition and employee discounts
Added 1 hour ago
FI
Business Development Associate
FIN IP Group
Ottawa, ON
- Full-time
This isn’t a seat on a big sales floor. You’ll be our first dedicated business development hire. Your ideas shape how we sell, your wins show up directly in the company’s growth, and you’ll…
Added 1 hour 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 1 hour ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
As part of Manulife Investments, you’ll join a high-performing wholesaling team alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth…
Added 1 hour ago
BC
Philanthropy Manager, Legacy
BC Children's Hospital Foundation
Vancouver, BC
- Full-time
It’s an exciting time to join the Foundation team as our Legacy program continues to grow. Reporting to the Associate Director, Legacy, and working closely with the Director, Gift & Estate…
Added 1 hour ago
O
Client Solutions Associate
Orennia
Calgary, AB
- Full-time
Engage in commercially focused customer discussions to influence product, service and overall Orennia business development.
Added 1 hour ago
Sales Associate
Laura Canada
Red Deer, AB
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 1 hour ago
C
Client Engagement Associate, 29h/week - Vaudreuil
CIBC
Vaudreuil-Dorion, QC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
BB
Retail Sales Associate (Full Time)
Best Buy Canada
Lloydminster, SK
- Full-time
Join us and grow your career with our retail team as a retail sales associate.
Added 1 hour ago
BB
Associé(e) principal(e) aux ventes - Mobile / Senior Mobile Sales Associate
Best Buy Canada
Montreal, QC
- Full-time
You’ll love it here! We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for…
Added 1 hour ago
S
Full-Time Retail Associate (Optical): Burnaby, BC
Specsavers
Burnaby, BC
- Full-time
Founded 40 years ago in the UK by visionary optometrists Doug and Mary Perkins, Specsavers has remained privately owned since day one. Today, we are a $7.8 billion global business with over…
Added 1 hour ago
S
Full-Time Retail Associate (Optical): Edmonton, AB
Specsavers
Edmonton, AB
- Full-time
Founded 40 years ago in the UK by visionary optometrists Doug and Mary Perkins, Specsavers has remained privately owned since day one. Today, we are a $7.8 billion global business with over…
Added 1 hour ago
S
Full-Time Retail Associate (Optical): London, ON
Specsavers
London, ON
- Full-time
Founded 40 years ago in the UK by visionary optometrists Doug and Mary Perkins, Specsavers has remained privately owned since day one. Today, we are a $7.8 billion global business with over…
Added 2 hours ago
A
Représentant(e) des ventes, nouvelles affaires - Marché intermédiaire/Mid-Market Account Executive - New Business
ADP
Montreal, QC
- Full-time
Added 2 hours ago
KS
Sales Associate II
kate spade new york
Mirabel, QC · Montreal Premium Outlets
- Part-time
The Sales Support Associate role is an integral part of the store’s overall success and efficiency; demanding direct attention to our brand commitment when servicing our customers. Leaving…
Added 2 hours ago
KS
Sales Associate III
kate spade new york
Mirabel, QC · Montreal Premium Outlets
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 2 hours ago
R
Private Banker
RBC
Mississauga, ON
- Full-time
Proven track record of sales success, business development, and effective relationship management in a team environment
Added 2 hours ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
The Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s…
Added 2 hours ago
R(
Fashion Associate (Part time) - RW&CO
Reitmans (Canada) Ltée/Ltd
Abbotsford, BC
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 3 hours ago
R
Relationship Manager, Business Market
RBC
Ottawa, ON
- Full-time
Business development and client acquisition and prospecting skills, including building and leveraging valuable Centres of Influence within the local business community

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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