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Added 56 mins ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Toronto, ON
- Full-time
We are looking for a Manager, Revenue Accounting & Reporting to join our team at Make-A-Wish Canada. In this role, reporting to the Director of Finance, you will ensure the accuracy,…
Added 56 mins ago
ML
Sr. Health & Safety Manager
Maple Leaf Foods Inc
Mississauga, ON
- $122,000 to $172,000 CAD / year
- Full-time
Monitoring of leading and lagging safety indicators, with performance reporting to senior leadership.
Added 56 mins ago
TS
Senior Development Manager
TalentSphere Staffing Solutions
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 56 mins ago
A
Impact - Senior Manager/Manager, Sustainability Reporting
Aritzia
Vancouver, BC
- Full-time
Aritzia is growing and our Impact Reporting team is growing with it. This is a unique opportunity to be part of the team responsible for embedding responsible practices throughout the…
Added 56 mins 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 1 hour ago
TS
Business Development Manager
TalentSphere Staffing Solutions
Markham, ON
- Full-time
Business Development Manager (Heavy Civil Construction)
Added 1 hour ago
AI
Business Project Manager, financial field
Avanciers Inc.
Montreal, QC
- $90 to $100 CAD / hour
- Contract
Executive Steering Committee Reporting: Lead governance cadence by preparing and presenting milestone progress, financial health, risk mitigation strategies, and critical decision items…
Added 1 hour ago
LD
Program Financial Analyst
Leonardo DRS
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- 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 1 hour ago
J
Global Category Manager EMS - Business Line Analytical
Jobgether
Canada
- Full-time
…global analytical business environment. As Global Category Manager, you will drive strategic procurement initiatives, optimize the supplier base, and strengthen supply chain resilience…
Added 1 hour ago
A
Program Manager
Affinity
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 1 hour ago
A
InfraSec Project Manager
Affinity
Burnaby, BC
- Contract
Affinity is seeking an experienced InfraSec Project Manager to lead complex, enterprise-scale technology projects within a strategic Project Management Office.
Added 1 hour ago
HG
Vice-président(e) exécutif(ve) (VPE)
Harris Global Business Services (GBS)
Quebec, QC
- Full-time
Added 1 hour ago
B
Production Designer
BrandActive
Toronto, ON
- $52,500 to $78,500 CAD / year
- Contract
Reporting to the Senior Application Designer, the Production Designer (6 month contract) is responsible for the preparation of artwork, renderings and design documentation. The Production…
Added 1 hour ago
Senior Manager, Delivery Portfolio Management (OneStream)
Clearsulting
Canada
…margin while partnering with project teams to maintain healthy financial…
Added 1 hour ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…consulting engagements to drive efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department…
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
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Senior Manager, Delivery Portfolio Management (OneStream)
Clearsulting
Toronto, ON
- Full-time
…technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and…
Added 2 hours ago
SPECIALIST CYBER DIPLOMACY & GOVERNANCE (BUSINESS STRATEGY & PLANNING)
City of Toronto
Toronto, ON
The Specialist, Cyber Diplomacy & Governance provides senior-level technical and business advice, support, and services to City divisions, agencies, and corporations on cyber security…
Added 2 hours ago
VB
Senior Accountant
Vaco by Highspring
Woodbridge, ON
- $85,000 to $95,000 CAD / year
- Part-time
A dynamic multi-entity business is seeking a Senior General Ledger Accountant to join its core corporate accounting team. Reporting directly to the GL Accounting Manager, this role is…
Added 2 hours ago
TD
Head of Performance Marketing
Tiller Digital
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- Full-time
Own and optimize departmental reporting standards, collaborating with Client Strategy and Account Managers to ensure reports clearly communicate performance insights and recommendations.
Added 2 hours ago
A
Global Payroll and Benefits Administrator
Achievers
Toronto, ON
- Contract
…payroll and own benefits administration for both countries. Reporting to the Senior Manager, Global Payroll & Benefits, you will process bi-weekly payrolls in Workday (Canada) and ADP…
Added 2 hours ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 2 hours 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 2 hours ago
C
Senior Accountant, Financial Reporting
CPKC
Calgary, AB
- Full-time
Reporting to the Manager, Complex Accounting, the Senior Accountant, Financial Reporting is responsible for the accounting, analysis, and financial reporting of cash flows, hedging,…
Added 3 hours 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:

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

Apply About employer

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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