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Added 5 mins ago
BA
Vice President, Finance
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
Strategic/financial leadership: Review FS to interpret results, anticipate financial and operational risks, and advising senior management
Added 5 mins ago
BA
Director, Finance
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
As a member of the Brookfield Infrastructure Finance and Operations team, you will report to the Senior Vice President, Finance and work alongside a strong team and collaborate with several…
Added 21 mins ago
Senior Consultant / Manager, Financial Advisory
Teneo
Toronto, ON
Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. No two situations are the same. Our…
Added 21 mins ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. No two situations are the same. Our…
Added 21 mins ago
RB
Senior Software Developer, Workday Integrations & Extend
Royal Bank of Canada
Toronto, ON
- Full-time
As a Senior Software Developer, Workday Integrations & Extend, you will lead the technical design, development, and implementation of Workday solutions to meet complex HCM program…
Added 1 hour ago
RC
Tax Manager - Private Company
RSM Canada
Calgary, AB
- Full-time
…high net worth families and beyond with complex and diverse financial and tax requirements operating locally and…
Added 2 hours ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Toronto, ON
- Full-time
Oversee the management of all revenue data to produce relevant, accurate and timely monthly revenue reporting to support senior leadership decision making:
Added 2 hours ago
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VP, Life Operations
ivari Canada
Toronto, ON
- Full-time
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US and Canada. We offer a wide range of…
Added 2 hours ago
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Administrative Co-Ordinator- Department of Diagnostic and Interventional Radiology
The Hospital for Sick Children
Toronto, ON
- Full-time
Monitor and coordinate financial activities which include but are not limited to account openings and closures, expense reports, investigating variances, reconciliations, journal entries,…
Added 2 hours ago
RH
Controller
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Sturgeon Falls, ON
- Full-time
Reporting to senior leadership, the Financial Controller will oversee a team of accounting professionals, manage client relationships, and ensure the timely delivery of accurate financial…
Added 2 hours ago
TS
Senior Development Manager
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Toronto, ON
- Full-time
The Senior Development Manager is responsible for all aspects of assigned, low-rise and mid-rise and redevelopment or infill residential development projects, including visioning, planning…
Added 2 hours ago
RD
Technical Project Manager - AI
Randstad Digital
Montreal, QC · Greater Montreal Metropolitan Area
- $70 to $90 CAD / hour
- Contract
A top-tier financial institution is seeking an accomplished Senior Technical Project Manager to orchestrate high-impact technology initiatives across enterprise data platforms, financial…
Added 2 hours ago
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Associate Director – Commodity Local Market Risk
RBC
Toronto, ON
- Full-time
…changes and market conditions to deliver actionable insights for senior…
Added 2 hours ago
IG
Senior iOS Developer
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Toronto, ON
- $50 to $80 CAD / hour
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Senior-level experience developing and delivering production iOS applications.
Added 2 hours ago
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Chief Administrative Officer - Town of Lynn Lake
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Lynn Lake, MB
- Full-time
Reporting directly to Mayor and Council, the Chief Administrative Officer (CAO) is the senior administrative leader of the municipality, responsible for the effective and efficient…
Added 2 hours ago
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Tax Senior Manager - Private Company
RSM Canada
Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 2 hours ago
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Montreal, QC
- $90 to $100 CAD / hour
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Executive Steering Committee Reporting: Lead governance cadence by preparing and presenting milestone progress, financial health, risk mitigation strategies, and critical decision items…
Added 2 hours ago
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Program Financial Analyst
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Bedford, NS
- Full-time
Reporting to the Senior Manager, Program Finance the Program Finance Analyst will analyze, plan and understand the company’s financial position, support baseline planning and actual cost…
Added 2 hours ago
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Global Category Manager EMS - Business Line Analytical
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- Full-time
…supply chain resilience across international operations. This senior individual contributor role offers significant ownership and the opportunity to translate global category strategy into…
Added 2 hours ago
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Senior Financial Analyst
Robert Half
Toronto, ON
- Full-time
A GTA-based NFP organization is seeking a Senior Financial Analyst to join its finance team.
Added 2 hours ago
A
Program Manager
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Vancouver, BC
- Contract
The initiative is focused on bringing trusted, certified business and financial data into an established enterprise data platform, replacing manual and fragmented data collection,…
Added 2 hours ago
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Added 2 hours ago
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Senior AWS Data Engineer
Apptoza Inc.
Toronto, ON
- Full-time
We are seeking a Senior AWS Data Engineer with 12+ years of hands-on experience designing, developing, and supporting enterprise-scale data platforms on AWS. The ideal candidate will be a…
Added 2 hours ago
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Développeur.euse Java Senior
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- Full-time
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Added 2 hours ago
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Principal Investments Winter Analyst - Winter 2027
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…diversified platform with businesses spanning principal investments, financial advisory, capital markets, and asset management services. Since its founding in 2009, the Agentis platform has…

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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