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Added 22 mins ago
Manager, Facilities Design & Construction
City of London, Canada
London, ON
$105,278 to $138,095 CAD / year
Full-time
…Construction oversees the implementation of both interior projects and capital projects throughout the City of London, ensuring the facilities continue to meet the evolving needs of the…
Added 22 mins ago
Assistant Manager, External Audit (Calgary)
Deloitte
Calgary, AB
Full-time
…empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and…
Added 23 mins ago
Manager, Facilities Design & Construction-TS216
City of London
London, ON
…Construction oversees the implementation of both interior projects and capital projects throughout the City of London, ensuring the facilities continue to meet the evolving needs of the…
Added 51 mins ago
Co-op, Assurance and Accounting
ACCA Careers
Saskatoon, SK
Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Calgary, AB
CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Calgary-based Private Client Services Team for a 4-month term from January to April 2027.
Added 1 hour ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
AB
CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Edmonton-based Private Client Services Team for a 4-month term from January to April 2027.
Added 1 hour ago
Executive Director
Witset First Nation - HR
Smithers, BC
Full-time
As the senior administrative leader of the Nation, the Executive Director acts as the primary administrative advisor to Chief and Council, represents Witset's interests with government,…
Added 1 hour ago
Manager, Strategy & Value Creation (Bilingual FR/EN)
PwC Canada
Montreal, QC
Full-time
…industries including, Asset & Wealth Management, Banking & Capital Markets, Consumer Markets, Energy & Utilities, Industrials & Defence, Infrastructure, Engineering & Construction, Mining &…
Added 1 hour ago
Associate Director of Finance
McMaster University
Hamilton, ON
Full-time
Serve as the senior financial advisor to the Executive Director and Ancillary leadership team on financial sustainability, resource allocation, investment, and financial performance.
Added 1 hour ago
Financial Advisor - Labrador City
Scotiabank
Labrador City, NL
…and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Senior Financial Advisor - Barrie Financial Centre , Ontario
Scotiabank
Barrie, ON
…and private banking, corporate and investment banking, and capital…
Added 3 hours ago
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
Full-time
Translate financial information into actionable business insights that improve profitability, working capital, cash flow, and operational performance.
Added 3 hours ago
Finacial Analyst, Capital Markets / Analyst financier(ère), Marché des Capitaux
Avison Young Canada
Montreal, QC
Temporary
…economic, social and environmental value as a global real estate advisor, powered by people.We care about each other and we have each other’s backs. This makes Avison Young a great place to…
Added 3 hours ago
Senior Financial Analyst - Redevelopment and Capital
Extendicare
Markham, ON
Full-time
Champion best practices in capital management and serve as a trusted capital advisor across departments
Added 4 hours ago
Director, Central Registrant and Investment Advisory
Scotiabank
Toronto, ON
Stay abreast of changes to the central models and connect with the Wealth Advisor to discuss impacts on client portfolios and stated objectives.
Added 4 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotiabank
Markham, ON
Consistently demonstrate high levels of client service to deepen relationships;by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the…
Added 4 hours ago
Manager, Revenue and Payment Services
Queensway Carleton Hospital
Ottawa, ON
Full-time
As a trusted advisor and collaborative people leader, the Manager will:
Added 4 hours ago
Onboarding Excellence Lead - Associate Director (1-year Fixed Term Contract)
EY
Toronto, ON
Confidence and credibility as a decision owner, escalation point and trusted strategic advisor.
Added 5 hours ago
Benefits Advisor, Human Capital
MNP
Kingston, ON · Brockville, ON · Ottawa, ON · Hawkesbury, ON · Casselman, ON · Cornwall, ON
Full-time
Make an impact with our National Human Capital - Benefits team as a Benefits Advisor. This diverse team of professionals are dedicated to cultivating and fostering our firm’s unique culture…
Added 5 hours ago
Senior Project Management Consultant
Legislative Assembly of Ontario / Assemblée législative de l’Ontario
Toronto, ON
Full-time
To oversee the planning, design, and conservation for all capital and non-recurring construction projects for the renovation/restoration of the historic Legislative Assembly building at…
Added 5 hours ago
Senior Audit Manager, Compliance Audit
Scotiabank
Toronto, ON
The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the Bank and our customers safe.
Added 5 hours ago
Customer Care Advisor - Investments - Client Experience Centre - November 2026
Scotiabank
Halifax, NS
…and private banking, corporate and investment banking, and capital…
Added 5 hours ago
Managing Director, Western Canada Executive Compensation
WTW
Calgary, AB
$260,000 to $300,000 CAD / year
Full-time
…compensation and related engagements and serving as a strategic advisor to clients. You’ll also contribute your thought leadership to the overall development of the Executive Compensation…
Added 6 hours ago
Paid Media Lead / Responsable médias payants
Data Sciences
Montreal, QC
Full-time
…client-facing, consultative role: you will be the trusted paid media advisor to our non-profit and social impact clients, guiding them from strategy to results, while helping shape the…
Added 6 hours ago
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
Full-time
Articulating complex investment principles and capital market research to financial advisors

Dimensional Fund Advisors

Analyst/Associate - Wealth Management (Global Client Group)

Vancouver, BC, Canada

Pay: $57,000 - $73,000
Job type: Full-time
Posting language: English
Posted: Sep 28, 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:

$57,000 - $73,000

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.

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

Support and grow existing advisor relationships while helping develop new business by explaining investment principles, educating financial advisors on portfolio solutions, and responding to client service questions. Prepare portfolio analyses and investment marketing materials, maintain accurate CRM records, and partner with senior relationship managers and internal teams to strengthen client relationships.

Requirements

A bachelor’s degree or equivalent in a relevant discipline is preferred, along with corporate experience, ideally in financial services. Candidates should bring strong analytical and quantitative problem-solving abilities, excellent communication and relationship skills, attention to detail, the ability to manage multiple deadlines, and proficiency with Excel and Access.

Skills

Relationship Management
Investment Analysis
Portfolio Analysis
Capital Markets Research
Financial Advisor Education
Client Service
Marketing Materials Development
Analytical Skills
Quantitative Problem-Solving
Verbal Communication
Written Communication
Interpersonal Skills
Project Management
Microsoft Excel
Microsoft Access

Benefits

Comprehensive Benefits
Educational Initiatives

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Global Client Group
Financial Services
Financial Advisors
Relationship Management
Investment Principles
Capital Markets Research
Portfolio Solutions
Portfolio Analysis
Client Service
Investment Marketing Materials
CRM
Practice Management
Microsoft Excel
Microsoft Access
Quantitative Problem-Solving
Business Development
Advisor Industry

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