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Added 13 hours ago
Senior UX Researcher
Insight Global
Toronto, ON
$68 to $76 CAD / hour
Contract
Insight Global is seeking a Sr. UX Researcher for a Big 5 Banking client supporting its Global Asset Management business. This individual will operate as a senior research leader…
Added 17 hours ago
Investment Advisor Assistant
Hunter Mercantile
Toronto, ON · Etobicoke, ON
$60,000 to $70,000 CAD / year
Full-time
…someone who loves client service, operations, and practice management. It is not an entry-level stepping stone toward becoming an Investment Advisor or Financial…
Added 17 hours ago
Sr. UX Researcher
Insight Global
Toronto, ON
Contract
Insight Global is seeking a Sr. UX Researcher for a Big 5 Banking client supporting its Global Asset Management business. This individual will operate as a senior research leader…
Added 17 hours ago
Intermediate Backend Developer (Camunda / Orchestration)
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 18 hours ago
Senior Wealth Associate
National Bank of Canada
Toronto, ON
Full-time
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients…
Added 18 hours ago
Head of Marketing
Claret Asset Management
Montreal, QC
Full-time
Define and articulate what makes Claret distinctive in an increasingly competitive wealth-management market.
Added 18 hours ago
Director, Investment Product Platform
BMO
Toronto, ON · FCP
Full-time
Makes recommendations to senior leaders on strategy, product priorities, platform enhancements, pricing approaches, and new initiatives based on an in-depth understanding of the business,…
Added 18 hours ago
Insurance Advisor/Senior Insurance Advisor
BCAA
Kelowna, BC
Full-time
We are currently hiring an Insurance Advisor or Senior Insurance Advisor based in our Kelowna Service Location!
Added 19 hours ago
Administrative Assistant
Dawn Recruiting Agency
Waterloo, ON
$80,000 to $110,000 CAD / year
Full-time
7 or more years of experience supporting an Investment Advisor, Financial Advisor, Portfolio Manager, or Wealth Management team
Added 19 hours ago
Senior Financial Advisor - Glendale, St. Catharines, Ontario
Scotiabank
St. Catharines, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 19 hours ago
Senior Manager, Performance Analytics & Insights
Scotiabank
Toronto, ON
The Senior Manager, Performance Analytics & Insights is responsible for leading the Performance Intelligence function within Strategic Investment & Performance Management (SIPM) for…
Added 19 hours ago
Wealth Advisor
The Canada Life Assurance Company
Calgary, AB
…their dreams through sound financial planning and comprehensive wealth management advice. At IPC, we’ve designed every aspect of the Wealth Advisor role with you in…
Added 21 hours ago
Senior Financial Advisor - Amherstburg, Ontario
Scotiabank
Amherstburg, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 22 hours ago
Senior Financial Advisor - Glendale, St. Catharines, Ontario
Scotiabank
ON · Caledonia, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 23 hours ago
Senior Consultant - Wealth Management
Electric Mind
Toronto, ON
Full-time
We're hiring a Consultant / Senior Consultant who knows how Canadian wealth management actually works, from industry economics down to the back office. You'll help banks, investment dealers…
Added 23 hours ago
Consultant - Wealth Management
Electric Mind
Toronto, ON
Full-time
We're hiring a Consultant / Senior Consultant who knows how Canadian wealth management actually works, from industry economics down to the back office. You'll help banks, investment dealers…
Added 1 day ago
Financial Planning Analyst (Conquest Planning)
Guardian Capital Group
Toronto, ON
Full-time
…deliver high-quality financial-planning support to Private Wealth clients and advisory teams, leading the development and ongoing maintenance of comprehensive financial plans through…
Added 1 day ago
Senior Financial Advisor - Bedford, NS
Scotiabank
Bedford, NS
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
Assistant Branch Manager- District Opportunity - Calgary South Area
Scotiabank
Calgary, AB
Are you ready to embark on an exciting journey in your professional career? If you are a strong leader, or a senior level advisor ready for leadership, this could be the perfect opportunity…
Added 1 day ago
Wealth Advisor
ATB
Ponoka, AB
Full-time
As ATB's next Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of…
Added 1 day ago
Data Scientist II
TD
Toronto, ON
Full-time
Act as a trusted advisor to business partners, influencing decisions through clear, compelling insights.
Added 1 day ago
Senior Financial Service Advisor - TERM 12 Monthes
Sunshine Coast Financial
Madeira Park, BC
Contract
As a Senior Financial Service Advisor Team Lead, you will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to…
Added 1 day ago
Senior Financial Service Advisor Team Lead (On Site)
Prospera Credit Union
Madeira Park, BC
Full-time
As a Senior Financial Service Advisor Team Lead, you will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to…
Added 1 day ago
Senior Financial Service Advisor Team Lead (On Site)
Prospera
Madeira Park, BC
Full-time
As a Senior Financial Service Advisor Team Lead, you will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to…
Added 1 day ago
Conseiller en Gestion de Patrimoine (Junior ou Expérimenté)
Manulife Wealth
Montreal, QC
Full-time
Wealth Management Advisor | Manulife Wealth Inc.

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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