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Added 2 mins ago
Senior Information Security Analyst - IAM/CyberArk Administrator
TD
Toronto, ON
Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 mins ago
Business Analyst - BizApps - New Grad (January 2027)
BDO
Calgary, AB · Toronto, ON
Full-time
BDO Digital is looking for a Business Analyst - New Grad to join our Business Applications team. The individual will be included in the following activities:
Added 15 mins ago
Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
Deloitte
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Full-time
…people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and…
Added 15 mins ago
Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
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Senior Analyst, Pipeline Programs
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…who act on them, building the programs that execute against business objectives and packaging the output so reps know exactly who to contact and what to say. You'll operate across both…
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Translate client requirements into business requirements for development teams;
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Tax & Legal - Tax Analyst - New Grad 2027 - Multiple Locations
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…people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and…
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Cyber Risk Analyst Co-op
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…activities, extensive networking opportunities, and rich professional development. With captivating projects set against stunning backdrops, a culture of inclusivity and collaboration, and…
Added 3 hours ago
Cyber Controls Assurance Analyst (Global Security)
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Toronto, ON
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Added 4 hours ago
Invoice & Contract Administration Coordinator
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Contract
This is not a business analysis role, despite how it may appear in some system references (e.g., system titles listing 'Business Analyst'). There is no requirements-gathering,…
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Cyber Controls Assurance Analyst (Global Security)
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Senior Business Analyst / Data Analyst (Security Master)
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SAP Analyst
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$85,000 to $100,000 USD / year
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Turn real user challenges into smarter product solutions. As a Business Analyst & Product Support Specialist on the Verisk Canada product team, you will combine analytical thinking,…
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Manager, Social Media
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Business Stakeholders → Product Owner → Business Analyst → Development Team
Added 5 hours ago
Programmer analyst, System and infrastructure operations, maintenance and development
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As a systems and infrastructure development, operations and maintenance programmer analyst, you participate in IT efficiency and quality by analyzing, designing, configuring, developing,…
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Bilingual (French and English) Service Support Analyst
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Bilingual (French and English) Service Support Analyst - Tier 1

Closed listing

Dimensional Fund Advisors

Analyst/Associate - Wealth Management (Global Client Group)

Toronto, ON, Canada

Pay: $0 - $0
Job type: Full-time
Posting language: English
Posted: Sep 25, 2026

This opening has closed.

The original listing is kept below for reference.

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Added 2 months ago
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Original job description

Archived listing. The details below describe a past opening.

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:

$0 - $0

This role may also be eligible to receive a discretionary bonus.

Job Description:

The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.

Analysts/Associates provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience.

Key Responsibilities

Articulating complex investment principles and capital market research to financial advisors.
Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do.
Provide support to clients on a wide range of questions related to our client service offering, including obtaining information from internal subject matter experts, when required.
Constructing complex portfolio analysis for current advisor’s clients and prospects.
Assisting in the development and updating of investment related marketing materials, charts and scheduling reports.
Maintain accurate client records using our advanced CRM system.
Partnering with Senior Relationship Managers to develop strong business and personal relationships with key advisor clients.
Build relationships with colleagues across the Global Client Group and other internal departments, both locally and in our other global offices.
Developing a robust understanding of the advisor industry and related business practices.
Interacting with advisors on practice management related issues.

Qualifications, Experience and Characteristics Suitable for the Role

Bachelor’s degree, or equivalent, in a relevant discipline is preferred.
Previous experience within a corporate environment preferred, ideally within financial services.
Strong analytical skills and quantitative problem-solving skills.
Excellent verbal and written communication and interpersonal skills.
An ability to develop and sustain relationships with internal stakeholders, our clients, and senior managers.
Detail-oriented with capability of managing multiple projects and meeting deadlines.
Strong computer skills (Excel and Access) with the ability to learn additional technical applications as needed

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

About employer

More about this job

Responsibilities

Analysts/Associates provide relationship management and analytical support to help grow existing relationships and develop new business. They are responsible for articulating complex investment principles to financial advisors and constructing detailed portfolio analysis.

Requirements

A bachelor's degree in a relevant discipline is preferred, along with previous experience in a corporate or financial services environment. Candidates must possess strong analytical skills, excellent communication abilities, and proficiency in Excel and Access.

Skills

Relationship management
Analytical support
Investment principles
Capital market research
Portfolio analysis
CRM system
Financial services
Quantitative problem-solving
Verbal communication
Written communication
Interpersonal skills
Excel
Access
Practice management

Benefits

Comprehensive benefits
Educational initiatives

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Global Client Group
Investment
Financial Advisor
Portfolio Solutions
CRM
Relationship Management
Capital Markets
Analytical Skills
Quantitative Analysis
Marketing Materials
Practice Management
Excel
Access
Financial Services

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