Jobs in Canada

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Added 5 mins ago
GL
Research Scientist - Product Development
Gay Lea Foods
Hamilton, ON
- Full-time
Reports to: Senior Manager, R&D Capabilities & Excellence
Added 5 mins ago
RT
Data Specialist
Russell Tobin
Toronto, ON
- $70 to $85 CAD / hour
- Contract
Job Title: Data Analytical Specialist/Scientist - Senior
Added 5 mins ago
A
Impact - Senior Manager/Manager, Climate Action
Aritzia
Vancouver, BC
- Full-time
…sustainability of our business practices and supply chain. As the Senior Manager / Manager, Climate Action, you will support with developing and executing Aritzia’s decarbonization…
Added 5 mins ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Serve as the senior finance partner to service leadership, operations, commercial teams, and Customer Success leaders, providing insight and challenge on strategic priorities, business…
Added 5 mins ago
LI
Sr. Business Analyst - Training and Change Management
Lotus IT Solutions
Toronto, ON
- Contract
…and Business Service Delivery and Procurement, is seeking a Senior Business Analyst with expertise in training development and change management. This role partners with multiple ministry…
Added 5 mins ago
LI
Senior Product Manager
Lotus IT Solutions
Toronto, ON
- Contract
Prepare executive updates, product decisions, options analyses, and recommendations for senior leadership.
Added 5 mins ago
LI
Senior Business Analyst
Lotus IT Solutions
Toronto, ON
- Contract
Prepare decisions, presentations, options analyses, and recommendations for senior stakeholders and executive audiences
Added 5 mins ago
LI
Data Analytical Specialist/Scientist
Lotus IT Solutions
Toronto, ON
- Contract
…and Business Service Delivery and Procurement) is seeking a Senior Data Analytical Specialist/Scientist to join their team in Toronto. The successful consultant will lead the development…
Added 5 mins ago
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Proposal Writer
BPA
Montreal, QC
- Full-time
You turn our engineers’ know-how into clear, compelling, winning proposals. You work hand in hand with senior leadership, technical teams and project managers. Together, you build the…
Added 5 mins ago
LI
Systems Testing/QA Specialist
Lotus IT Solutions
Toronto, ON
- Contract
The Ministry of Public and Business Service Delivery and Procurement is seeking a Senior Systems Testing/QA Specialist to support the Labour and Transportation Cluster. The successful…
Added 5 mins ago
LI
Business Analyst - Senior
Lotus IT Solutions
Toronto, ON
- Contract
…and Business Service Delivery and Procurement) is seeking a Senior Business Analyst with expertise in training development, change management, and stakeholder facilitation. In this role,…
Added 5 mins ago
LI
Senior Business Analyst
Lotus IT Solutions
Toronto, ON
- Contract
Prepare decisions, presentations, reports, options analyses, and recommendations for senior stakeholders.
Added 5 mins ago
LI
IT Enterprise Architect/Strategist
Lotus IT Solutions
Toronto, ON
- Contract
The Ministry of Public and Business Service Delivery and Procurement is seeking a Senior IT Enterprise Architect/Strategist to join the Enterprise Technology & Digital Standards (ETS) team…
Added 5 mins ago
RS
Senior Eddy Current Analyst
Rockwood Service Corporation
Fort Saskatchewan, AB
- Full-time
Echo NDE is seeking a Senior Eddy Current Analyst to support upcoming projects. This is an opportunity to apply your technical expertise in ECT data analysis and interpretation while…
Added 5 mins ago
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Director of Accounting
BlueCat
Canada
- Full-time
Serve as a trusted business partner to senior leadership, translating accounting issues into clear, actionable guidance.
Added 19 mins ago
RT
Sr. Business Analyst
Russell Tobin
Toronto, ON
- $70 to $80 CAD / hour
- Contract
Prepare decisions, presentations, reports, and recommendations for senior stakeholders.n.
Added 19 mins ago
MT
Technology Education (JH/SH) / Skilled Trades Teacher
Mamu Tshishkutamashutau Innu Education
Natuashish, NL
- Full-time
Experience teaching in a Junior High/Senior school setting, including practicum experience for recent graduates.
Added 19 mins ago
TB
The Burger's Priest-Supervisor
The Burger's Priest
Toronto, ON
- Full-time
Take direction and feedback from the Senior Management team
Added 19 mins ago
IG
Sr. Estimator
Insight Global
AB · Edmonton, AB
- $125,000 to $165,000 CAD / year
- Full-time
Insight Global is seeking a Senior Estimator with a passion for collaborative delivery models to join a leading construction team. You’ll be at the heart of collaborative, multi-stakeholder…
Added 19 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Markham, ON
- Full-time
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…
Added 19 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Vaughan, ON
- Full-time
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…
Added 19 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Toronto, ON
- Full-time
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…
Added 19 mins ago
EN
Senior Metallurgist
Exiro Nickel Company
Thompson, MB
- Full-time
We are currently seeking a Senior Metallurgist to join our Concentrator Technical Services Team in Thompson, Manitoba. This is a permanent position. Relocation to Thompson is required. As a…
Added 19 mins ago
CC
Business Development Manager
Canada Cartage
Calgary, AB
- Full-time
You know how to navigate gatekeepers, identify decision-makers, and gain access to senior stakeholders.
Added 19 mins ago
SP
Vice President of Finance and Administration
Slemon Park Corporation
Slemon Park, PE
- Full-time
…of financial information and reporting. As a member of the senior management team, the Vice President contributes to strategic planning, analysis, and corporate direction. The role also…

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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