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Added 10 mins ago
Personal Banking Associate
Alterna Savings
Trenton, ON
Full-time
Candidates should possess strong Analytical Skills, including the ability to interpret financial information and identify client needs and suitable solutions.
Added 10 mins ago
Sr. Counsel
SmartCentres REIT
Montreal, QC
Full-time
Toute autre tâche, analyse ou service connexe de nature juridique qui pourrait être requis de la haute direction de temps à autre
Added 10 mins ago
Senior Manager, Specialty Programs
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Mississauga, ON
Full-time
…specialty drug therapies. This team delivers superior customer service to patients, healthcare providers and pharmaceutical manufacturers to improve healthcare outcomes for all…
Added 10 mins ago
Sales Associate - Women's Apparel
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Toronto, ON
Full-time
The Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Sales Associate compensation is commission-based and is…
Added 12 mins ago
Sales Associate
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The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 27 mins ago
Sales Associate (Square One)
Knix
Mississauga, ON
$19.7 CAD / hour
Part-time
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 41 mins ago
Dealer Operations & Support Associate/Associé(e), soutien aux opérations de courtage
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We’re seeking a motivated, detail-oriented Dealer Operations & Support Associate to join our team. This role offers broad exposure across operations, technology, team support and…
Added 41 mins ago
ScotiaMcLeod Administrative Associate - St John's
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As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 41 mins ago
IT Vendor & Support Coordinator
Sym-Tech Dealer Services
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$90,000 to $100,000 CAD / year
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…creativity, and results! We are passionate about delivering excellent client service, an outstanding Associate experience with opportunities to learn and grow professionally. Sym-Tech is…
Added 41 mins ago
Senior Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
Full-time
▸ Client service expansion on existing matters
Added 41 mins ago
Litigation Associate
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Toronto, ON
Full-time
Our Litigation and Dispute Resolution Group is seeking a talented and highly motivated mid-level associate to join our national litigation practice. The successful candidate will work…
Added 41 mins ago
Associate
Reeves Richarz LLP
Toronto, ON
Full-time
Role Description The Associate will work full time in a hybrid capacity, primarily based in Toronto, ON, with some flexibility to work from home. Day-to-day responsibilities include…
Added 41 mins ago
Associate Lawyer - Family
Aplin
Toronto, ON · Greater Toronto Area, Canada
Full-time
Our client, a respected Family Law boutique located in the GTA, is seeking a talented Associate Family Lawyer to join their legal team in a supportive and collaborative environment. Please…
Added 41 mins ago
Sales Associate (Square One)
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Mississauga, ON
$19.7 CAD / hour
Full-time
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 41 mins ago
Associate Project Manager - Renewables
Ulteig
Canada
Full-time
Ulteig is seeking an Associate Project Manager to support deliverables for utility‑scale solar, wind, and/or BESS projects. This role supports scoping requirements, coordinating technical…
Added 41 mins ago
Étudiant(e), gestionnaire adjoint(e) de dossiers d'invalidité (Hiver 2027)/Student, Associate Disability Case Manager (Winter 2027)
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Great communicator: You have the client at heart, you listen and you demonstrate empathy through written and verbal communication
Added 56 mins ago
Client Care Representative – Personal Insurance Associate
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100 Mile House, BC
Full-time
As a Personal Insurance Associate, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner…
Added 56 mins ago
Associate, Wealth Management - 18 month contract
Royal Bank of Canada
Mississauga, ON
Full-time
The RBC Dominion Securities Branch located in Mississauga, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by…
Added 56 mins ago
Associate
Royal Bank of Canada
Toronto, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 56 mins ago
Associate Operations Representative
Royal Bank of Canada
Vancouver, BC
Part-time
Communication, Critical Thinking, Customer Service, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management
Added 1 hour ago
AWS Architect/ Tech Lead
Deloitte
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Full-time
Lead client strategy and discovery workshops focused on data migration, data governance, security, performance benchmarking, target-state architecture, and migration guiding principles to…
Added 1 hour ago
DevOps Manager
Raise
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Full-time
Raise is currently hiring a Devops Manager on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry leader. Our…
Added 1 hour ago
Systems Engineer - Managed Services
Exchange Technology Services Inc.
Winnipeg, MB
Provide guidance and mentorship to junior technicians and service desk team members when needed.
Added 1 hour ago
Firm Administrator
Welch LLP
Ottawa, ON
Full-time
…and value the firm’s expertise and commitment to exceptional service. Our clientele is as varied as the economic landscape, ranging from start-ups to large, multi-divisional privately-held…
Added 1 hour ago
Sales Associate
Ashley Canada
Calgary, AB
Full-time

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

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Original job description

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.

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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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