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Added 11 mins ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 11 mins ago
BH
Property Representative 2 (Interconnections and Site C)
BC Hydro
Vancouver, BC
- Full-time
…political factors affecting real estate values; identifying risk issues; liaising or negotiating with realtors, property owners, consultants, lawyers, government officials and others;…
Added 11 mins ago
TO
Senior Project Manager, Governance - LDG
The Ottawa Hospital
Ottawa, ON
- Full-time
The Senior Project Manager of Governance leads the design, implementation and continuous improvement of governance structures, decision-making processes and accountability mechanisms for…
Added 11 mins ago
F/
Senior Credit Manager (Specialized Credit)
FCC / FAC
Calgary, AB · Ottawa, ON · Toronto, ON · Regina, SK · Kanata, Ontario
- Full-time
As a Senior Credit Manager, you’ll support the Project Finance and Strategic Finance teams by applying outside-the-box thinking to analyze and adjudicate complex loan proposals that support…
Added 40 mins ago
VA
Security Manager
Vaccine and Infectious Disease Organization (VIDO)
Saskatoon, SK
- Full-time
We are seeking an experienced Security Manager to lead VIDO’s physical, asset and personnel security activities and contribute expertise to information protection, research security and…
Added 41 mins ago
Senior Advisor, Agency Oversight and Freedom of Information
Alcohol and Gaming Commission of Ontario
Toronto, ON
Reporting to the Manager, Agency Oversight, the successful candidate will:
Added 56 mins ago
AH
Senior Buyer
Airbus Helicopters
Fort Erie, ON
- Full-time
The Senior Buyer reports to the Purchasing Manager and is responsible for proactively maintaining the movements of materials from suppliers to ensure uninterrupted deliverables to all…
Added 1 hour ago
M
Commissioning Piping Coordinator
Manpower
AB · Edmonton, AB
- Contract
…for recommending resource deployment, execution priorities, risk mitigation measures, scope clarification, and recovery plans to maintain project performance. The Coordinator influences…
Added 1 hour ago
NB
Business Development Manager National Bank Insurance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Business Development Manager within the National Bank Insurance Distribution team means acting as a strategic partner to support the growth of our various distribution…
Added 1 hour ago
NB
Senior Manager Commercial Credit Risk
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Manager Commercial Credit Risk at
Added 1 hour ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Vancouver, BC
- 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 1 hour ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Calgary, AB
- 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 1 hour ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
AB · Edmonton, AB
- 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 1 hour ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…execution of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in…
Added 1 hour ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Vancouver, BC
- 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 1 hour ago
AE
Senior Project Manager
Associated Engineering
Vancouver, BC
- Full-time
Associated Engineering, a proudly Canadian, Employee-owned Company is seeking an experienced and dedicated Senior Project Manager to join our team in our Vancouver office.
Added 1 hour ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 1 hour ago
RT
Conseiller(ère) principal(e), Éthique et conformité (Triage et évaluation)
Rio Tinto
Montreal, QC
- Full-time
Added 1 hour ago
QP
Analyst, Investments
QuadReal Property Group
Toronto, ON
- Full-time
…and presentation materials (written and graphic) to support senior management in its assessment and decision-making regarding acquisitions and…
Added 2 hours ago
GL
Research Scientist - Product Development
Gay Lea Foods
Hamilton, ON
- Full-time
Reports to: Senior Manager, R&D Capabilities & Excellence
Added 2 hours ago
LI
Senior Product Manager
Lotus IT Solutions
Toronto, ON
- Contract
Prioritize reusable platform capabilities and service onboarding based on user value, enterprise value, readiness, risk, and delivery capacity.
Added 2 hours ago
A
Director of Finance
Altis
Toronto, ON
- $130,000 to $155,000 CAD / year
- Full-time
…non-profit sector, is seeking a Director of Finance to join its Senior Leadership Team. This is an opportunity to shape financial strategy while supporting quality care and services for…
Added 2 hours ago
AI
Lead Coordinator - Fleet/Daily Ops
Air Inuit
Montreal, QC
- Full-time
…procedures, and help resolve issues before they require escalation to senior…
Added 2 hours 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 2 hours 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…

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

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Applications open in a new tab.

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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