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Added 8 mins ago
Wholesale Banking Summer Intern Canada
Rabobank
Toronto, ON
$40 to $45 CAD / hour
Full-time
Build your corporate banking foundation while supporting leading food, beverage and agribusiness clients across Canada.
Added 21 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Toronto, ON
$96,557 to $128,743 CAD / year
Full-time
To support this mission, the Enterprise ITSM Practice Team is seeking a Sr. IT Incident Mgmt. Analyst to lead the governance, continual improvement, and maturity of EDC's Incident…
Added 21 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Montreal, QC
$96,557 to $128,743 CAD / year
Full-time
To support this mission, the Enterprise ITSM Practice Team is seeking a Sr. IT Incident Mgmt. Analyst to lead the governance, continual improvement, and maturity of EDC's Incident…
Added 21 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Ottawa, ON
$96,557 to $128,743 CAD / year
Full-time
To support this mission, the Enterprise ITSM Practice Team is seeking a Sr. IT Incident Mgmt. Analyst to lead the governance, continual improvement, and maturity of EDC's Incident…
Added 21 mins ago
Business Development Manager
Rillo
Toronto, ON
$100,000 to $120,000 CAD / year
Full-time
This is not a sales role, and it is not a desk-based analyst seat. The person stepping into this role will be the first point of contact between the group and the owners it wants to partner…
Added 21 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Calgary, AB
$96,557 to $128,743 CAD / year
Full-time
To support this mission, the Enterprise ITSM Practice Team is seeking a Sr. IT Incident Mgmt. Analyst to lead the governance, continual improvement, and maturity of EDC's Incident…
Added 22 mins ago
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ClearRisk
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Full-time
…integration and migration projects, in partnership with the Business Analyst and other Implementation team…
Added 22 mins ago
Senior Business Analyst – Pension Transformation
Mariner
NB · NS
…solutions. From products and services to venture creation, we build better futures powered by people. We partner with people embracing change, leveraging data, cybersecurity, cloud, and…
Added 22 mins ago
Product Owner II (1 Year Contract)
The Corporation of the City of Markham
Markham, ON
$96,257 to $129,223 CAD / year
Full-time · Temporary
Builds and maintains relationships with internal / external clients and core business stakeholders to promote and build well-developed service levels that drive business solutions.
Added 22 mins ago
Business Analyst
IX Solutions Ltd.
Remote, Canada
$120,000 to $155,000 CAD / year
Full-time · Remote
For us, success is measured in the lasting relationships we build with our clients. We go the extra mile to deliver a positive customer experience and trusted solutions that are flexible to…
Added 37 mins ago
Data Analyst
Saturn Oil & Gas
Calgary, AB
Full-time
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Added 37 mins ago
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Credit Sesame
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Full-time
Credit Sesame is looking for a collaborative and detail-oriented Financial Analyst to support our growing business. In this role, you will be a core contributor to our daily financial…
Added 53 mins ago
Warranty Support Analyst
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…and thrive in a dynamic environment. If you are looking to build your career with a growing organization where you can use your knowledge, skills and talents, consider joining our…
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Added 1 hour ago
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Matrix Global Services is seeking a Data Governance Analyst to support data governance initiatives for capital markets clients. This role is responsible for advancing core data management…
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Staff Analyst
Altice USA
Toronto, ON
$143,942 to $236,477 CAD / year
…craft the next chapter of Operational Excellence. As a Staff Analyst reporting to the Director, Customer Experience Analytics, this role is pivotal in refining our approach to improve…
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Financial Analyst
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Toronto, ON
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…clients, and brings the accounting judgment that shapes what we build next. You'll close the books, map how each client's close actually works, and find the parts worth automating. This…
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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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