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Added 16 mins ago
Commercial Loans Analyst
Crédit Agricole CIB
Montreal, QC
Contract
CASO Commercial Loans Operations Platform is responsible for processing the Loans portfolio for NY Branch and Canada Branch activity.
Added 17 mins ago
Actuarial Analyst III - Project Development & Optimization
TD
Toronto, ON · Montreal, QC
Full-time
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Added 17 mins ago
Lead Business Systems Analyst
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Montreal, QC
Full-time
Added 46 mins ago
Senior Financial Analyst, Real Estate Finance
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…team of experienced real estate professionals manage a diverse portfolio of industrial, office, retail, multifamily, seniors housing and self-storage properties, leveraging our…
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Full-time
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IT Senior Analyst, Power BI Development – Enterprise Analytics
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IT Senior Analyst, Power BI Development – Enterprise Analytics
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Business Analyst Co-op
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Vancouver, BC · Greater Vancouver, BC
$4,108 to $5,183 CAD / month
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Credit Specialist
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…including other members of the credit team. The Sr. Credit Analyst assesses risk and makes timely decisions within established policies and procedures while demonstrating strong business…
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Calian in Space & Technology
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Share a portfolio, personal websites, or links to your professional social media
Added 3 hours ago
Senior Business Analyst
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Surrey, BC
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Added 3 hours ago
Senior Business Analyst
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Surrey, BC
Full-time
We are hiring a Full Time Senior Business Analyst to join our team in Surrey, B.C.
Added 4 hours ago
CRM Support Analyst
Royal Bank of Canada
Toronto, ON
Full-time
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Added 4 hours ago
Tax Analyst
PetroChina Canada
Calgary, AB
Full-time
…regions. PCC has invested billions of dollars in an asset-rich portfolio of upstream, midstream and downstream operations. In Alberta, this includes our MacKay River and Dover oilsands…
Added 4 hours ago
Senior Analyst, Category Management and Insights
Coca-Cola Canada Bottling Limited
Toronto, ON
Full-time
We are recruiting a Senior Analyst to join our Category Management & Insights team. In this role, you will leverage strong analytical skills and a curious, data-driven mindset to help…
Added 5 hours ago
US Tax Analyst
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Calgary, AB
Full-time
…across Canada, the U.S., and Australia. Our diverse energy portfolio and passionate team are driving the transition to a cleaner, more sustainable…
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Success Operations Analyst I
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Remote, Canada
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Added 6 hours ago
Senior Financial Analyst, Real Estate Finance
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…team of experienced real estate professionals manage a diverse portfolio of industrial, office, retail, multifamily, seniors housing and self-storage properties, leveraging our…
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Analyste, Inventaire // Inventory Analyst
SSENSE
Montreal, QC
Full-time
The Analyst, Inventory ensures the complete financial integrity and valuation of the company's inventory across a high-volume e-commerce environment. In this role, you will execute…
Added 7 hours ago
Supply Chain Optimization Analyst (Contract)
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Toronto, ON · North York, ON
Contract
The role will support a varied portfolio of improvement initiatives, including inventory optimization, product and packaging transitions, commercialization, and process development. The…
Added 7 hours ago
TDS Operations Analyst III
TD
Toronto, ON
Full-time
Reporting to the Manager, Corporate Lending Operations, the successful candidate will be responsible for servicing a portfolio of Corporate Lending Clients
Added 7 hours ago
Business Insights Analyst II
TD
Toronto, ON · Mississauga, ON
Full-time
The Senior Business Intelligence Analyst, with Third Party Risk Product Owner Team, is responsible for delivering data-driven solutions, analytics, reporting capabilities, and product…
Added 7 hours ago
TDS Operations Analyst III
TD Securities
Toronto, ON
Full-time
Reporting to the Manager, Corporate Lending Operations, the successful candidate will be responsible for servicing a portfolio of Corporate Lending Clients
Added 8 hours ago
Analyste d'affaires (BA)
CGI
Montreal, QC
Full-time
The Business Analyst (BA) plays a central role in transforming our Project Management Office into a “PMO as a Service” model. Acting as a true bridge builder, he/she does not merely…

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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