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Added 12 mins ago
Business Systems Analyst
CRWS - Canadian Railway Services
Montreal, QC
Full-time
As CRWS continues to grow across multiple entities, we are strengthening the processes and business systems needed to support consistent, efficient, and scalable operations. The Business…
Added 13 mins ago
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Added 41 mins ago
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Added 42 mins ago
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Added 49 mins ago
Wealth Management Analyst
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Full-time
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Added 49 mins ago
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Added 49 mins ago
Analyste de crédit aux comptes clients / Accounts Receivable Credit Analyst
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Added 49 mins ago
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Added 49 mins ago
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Added 49 mins ago
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Added 1 hour ago
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Contract Insights Analyst
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$50 to $60 CAD / hour
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Insight Global is seeking a highly analytical and business-minded Insights Analyst to support a growing Analytics & Insights team. This individual will help transform data into meaningful…

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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