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Added 9 mins ago
M
Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
MNP
Vancouver, BC
- Full-time
…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 9 mins ago
M
Senior Accountant, Assurance and Accounting - Private Enterprise Services
MNP
Vancouver, BC
- Full-time
…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
MF
Business Development Manager
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 1 hour ago
MF
Business Development Manager
Mackenzie Financial Corporation
Vancouver, BC
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 1 hour ago
MF
Business Development Manager (Asian Services)
Mackenzie Financial Corporation
Vancouver, BC
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 1 hour ago
MF
Business Development Manager
Mackenzie Financial Corporation
Montreal, QC
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 1 hour ago
MF
Business Development Manager
Mackenzie Financial Corporation
Calgary, AB
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 2 hours ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Articulating complex investment principles and capital market research to financial advisors.
Added 2 hours ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Articulating complex investment principles and capital market research to financial advisors
Added 2 hours ago
VG
Seasonal Equipment Operator
Vantage Group
Hamilton, ON
- $37.81 CAD / hour
- Temporary
Vantage Group is a global leader in airport and transportation investment, development, management, and advisor services. Since 1994, Vantage's corporate and network-wide team has managed…
Added 2 hours ago
VG
Airport Technician 3 (Heavy Duty Mechanic)
Vantage Group
Kamloops, BC
- $45.3 CAD / hour
- Full-time
Vantage Group is a global leader in airport and transportation investment, development, management, and advisor services. Since 1994, Vantage's corporate and network-wide team has managed…
Added 4 hours ago
TC
Manager, Budget Services
The City of Guelph
Guelph, ON
- Other
…Budget Services provides leadership for the City’s operating and capital budget development processes, budget monitoring and variance reporting functions, and financial planning support to…
Added 6 hours ago
D
Client Account Manager (12 Month Contract)
Deloitte
Toronto, ON
- 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 6 hours ago
D
Manager, Operating Model & Organizational Design (OM&OD)
Deloitte
Toronto, ON
- 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 6 hours ago
Relationship Manager - Walnut Grove Branch
Coast Capital Savings
Langley (District), BC · Langley, Brit
At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying…
Added 7 hours ago
M
Designated Professional, Taxation Services
MNP
Victoria, BC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 7 hours ago
VG
Accounts Payable Specialist
Vantage Group
Canada
- $59,000 to $75,000 CAD / year
- Full-time
Vantage Group is a global leader in airport and transportation investment, development, management, and advisor services. Since 1994, Vantage's corporate and network-wide team has managed…
Added 7 hours ago
A
Mid-Market Production Account Executive
Aon
Toronto, ON
- Full-time
Our Vision is to become the leading Mid-Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of Aon to Mid-Market clients and a…
Added 7 hours ago
A
Mid-Market Production Account Executive
Aon
Windsor, ON
- Full-time
Our Vision is to become the leading Mid-Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of Aon to Mid-Market clients and a…
Added 7 hours ago
A
Mid-Market Production Account Executive
Aon
London, ON
- Full-time
Our Vision is to become the leading Mid-Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of Aon to Mid-Market clients and a…
Added 7 hours ago
A
Mid-Market Production Account Executive
Aon
Burlington, ON
- Full-time
Our Vision is to become the leading Mid-Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of Aon to Mid-Market clients and a…
Added 7 hours ago
A
Senior Investment Consultant
Aon
Montreal, QC
- Full-time
…adding to Aon's product/service portfolio and intellectual…
Added 7 hours ago
A
Change Management Consultant
Affinity
Burnaby, BC
- Contract
…project oversight, accountability, and decision-making across capital projects in support of BC Housing's business transformation objectives. They will work closely with the Strategic…
Added 8 hours ago
F
Co-Founder & CEO - InsurTech | AI-Native Insurance Brokerage
FutureSight
Canada
- Full-time
Investor and advisor network across insurtech and early-stage capital markets
Added 8 hours ago
AW
Lending Advisor
Alberta Women Entrepreneurs
Calgary, AB
- Full-time
Reports to: Entrepreneurship Development Manager, Capital | Location: Alberta (Hybrid) | Classification: Full Time | Approximately 37.5 hours per week

Dimensional Fund Advisors

Analyst/Associate - Wealth Management (Global Client Group)

Toronto, ON, Canada

$57,000 - $73,000 · Full-time

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Job details

Pay: $57,000 - $73,000
Job type: Full-time
Posting language: English
Posted: Sep 28, 2026

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.

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 for the firm. They are responsible for articulating complex investment principles to financial advisors and constructing portfolio analysis for clients.

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, proficiency in Excel and Access, and excellent communication abilities.

Skills

Analytical skills
Quantitative problem-solving
Verbal communication
Written communication
Interpersonal skills
Relationship management
Portfolio analysis
Investment principles
Capital market research
CRM system
Excel
Access
Practice management
Client service

Benefits

Comprehensive benefits
Educational initiatives

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Global Client Group
Investment
Financial Advisor
Portfolio Solutions
Relationship Management
Analytical Support
Capital Market Research
CRM
Excel
Access
Practice Management
Client Service
Financial Services
Quantitative Analysis
Investment Principles

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