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Added 3 hours ago
SC
Sales Associate
Staples Canada
Ottawa, ON · Nepean, ON
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 3 hours ago
HR
Spécialiste Skims-Temps plein
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 3 hours ago
HR
Spécialiste en denim- Mode feminine-Temps plein
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 3 hours ago
LC
Associate Product Manager
Loblaw Companies Limited
Brampton, ON
- Full-time
Added 4 hours ago
R
Relationship Manager, Business Markets
RBC
Berthierville, QC · Joliette, QC
- Full-time
…the local business market. Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships. Partnering with other…
Added 4 hours ago
P
Part-Time Sales Associate
Primerica
Toronto, ON
- Part-time
- Contract
…Exchange under PRI. As the largest independent financial services marketing organization in North America, our goal is to dominate the changing financial services landscape for Main Street…
Added 5 hours ago
AG
Inventory - Field Data Collector
Acosta Group
Fort Erie, ON
- Part-time
The Data Collection Associate is responsible for collecting and transmitting data gathered from designated retail stores primarily using a handheld device.
Added 9 hours ago
SI
Sales Associate
Staples Inc.
Calgary, AB
- Full-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 9 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 9 hours ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 9 hours ago
C
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
St. John's, NL
- Full-time
…investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new…
Added 10 hours ago
C
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 10 hours ago
C
Financial Associate CIBC Wood Gundy
CIBC
Toronto, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 10 hours ago
S
District Sales Manager
Sysco
Toronto, ON · Sysco Toronto
- Full-time
Lead a cross functional sales teams of Marketing Associates, Business Development Managers, Inside Marketing Associates, and Category Growth Specialists
Added 11 hours ago
GP
Associé Gestion des Partenariats / Partner Account Associate
Global Payments Inc.
Toronto, ON · Montreal, QC
- Full-time
Baccalauréat en administration des affaires, commerce, marketing ou dans un domaine connexe, combiné à la capacité d’évoluer efficacement dans un environnement dynamique et en constante…
Added 12 hours ago
TM
Area Parts & Service Manager - Quebec Zone
Toyota Motor Corporation
Quebec, QC · Toyota Canada Inc - Quebec Zone
- Full-time
limited to Toyota Service Marketing (TSM), and Total Quality Management (TQM).
Added 12 hours ago
SC
Sales Associate-Print&Services
Staples Canada
AB · Edmonton, AB
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 12 hours ago
C
Associate Vice President, Corporate Finance
Co-op
Saskatoon, SK
- Full-time
Federated Co-operatives Limited (FCL) is hiring an Associate Vice President, Corporate Finance on a permanent full-time basis within our Finance team. This position is a hybrid opportunity…
Added 13 hours ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Assisting in the development and updating of investment related marketing materials, charts and scheduling reports.
Added 13 hours ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 13 hours ago
CM
Performance Media Manager, Investment
Critical Mass
Toronto, ON
- Full-time
…They are the primary contributor to the development of the Associate(s), guiding them through the fundamentals of the planning process (inclusive of partner evaluation, negotiation,…
Added 13 hours ago
CM
Performance Media Associate, Planning
Critical Mass
Toronto, ON
- Full-time
Have relevant experience through work, internships, coursework, training, or projects in marketing, advertising, analytics, or a related area.
Added 13 hours ago
CM
Senior Performance Media Associate, Investment
Critical Mass
Toronto, ON
- Full-time
Critical Mass is hiring a Senior Performance Media Associate Investment to join our growing team. You will support the day-to-day execution of programmatic media campaigns and is an…
Added 13 hours ago
CM
Performance Media Associate, Planning
Critical Mass
Toronto, ON
- Full-time
Critical Mass is hiring a Performance Media Associate, Planning to join our growing team. As the Senior Performance Media Associate, Planning, you will support the execution, reporting, and…
Added 13 hours ago
CM
Senior Performance Media Manager, Investment
Critical Mass
Toronto, ON
- Full-time
…execution of client’s media strategy to maximize client business/marketing objectives. You must have in depth knowledge of all digital channels including display, programmatic, video,…

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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