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Added 4 hours ago
FH
Clinical Pharmacist
Fraser Health
Vancouver, BC
- Part-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 4 hours ago
FH
Clinical Pharmacist
Fraser Health
Vancouver, BC
- Full-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 6 hours ago
S
Beauty Advisor - Flex
sephora.com
Toronto, ON
- $18.2 to $21.4 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 6 hours ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Calgary, AB
- $17.5 to $20.6 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 7 hours ago
AI
Account Executive - Mechanical / Electrical
Ainsworth Inc
Calgary, AB
- Full-time
Building Trust & Credibility: Become a trusted advisor by fostering strong relationships with key decision-makers. Actively listen to their needs, understand their unique challenges, and…
Added 7 hours ago
AI
HVAC/R Business Development Manager
Ainsworth Inc
London, ON
- Full-time
Building Trust & Credibility: Become a trusted advisor by fostering strong relationships with key decision-makers. Actively listen to their needs, understand their unique challenges, and…
Added 7 hours ago
AI
HVAC/R Business Development Manager
Ainsworth Inc
Sudbury, ON · Greater Sudbury, ON
- Full-time
Building Trust & Credibility: Become a trusted advisor by fostering strong relationships with key decision-makers. Actively listen to their needs, understand their unique challenges, and…
Added 7 hours ago
AI
Human Resources Manager - Ontario
Ainsworth Inc
Mississauga, ON
- Full-time
…effectiveness, compliance, and employee engagement. As a trusted advisor, the Human Resources Manager supports business leaders in fostering a positive workplace culture, leading…
Added 8 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Markham, ON
- $22.2 to $26.1 CAD / hour
- Full-time
Sephora Canada is committed to providing reasonable accommodation to applicants with disabilities or other medical conditions.
Added 9 hours ago
S
Beauty Advisor - Flex
sephora.com
Red Deer, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 9 hours ago
Beauty Advisor-The Cosmetic Company Store- Seasonal Part time- Nisku,AB
Estée Lauder Companies
Nisku, AB
…to eligible employees, including health insurance coverage (medical, dental, and vision insurance), wellness and family support programs, life and disability insurance, retirement savings…
Added 9 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
- Full-time
We are seeking an experienced Copilot Cloud Solution Architect to serve as a trusted advisor and technical leader for Microsoft's strategic Retail & Consumer Goods customers.
Added 14 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
401K, Medical, Dental, Vision, PTO, Flex Spending Plan, Professional Education
Added 14 hours ago
S
Beauty Advisor - Flex
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 15 hours ago
S
Paid Services Beauty Advisor - Part Time
Sephora
Calgary, AB
- $17.5 to $20.6 CAD / hour
- Part-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 17 hours ago
EB
Beauty Advisor-The Cosmetic Company Store- Seasonal Part time- Nisku,AB
ELC Beauty LLC
Nisku, AB
- Part-time
…to eligible employees, including health insurance coverage (medical, dental, and vision insurance), wellness and family support programs, life and disability insurance, retirement savings…
Added 19 hours ago
AA
Consultant
Alpha Agency
Toronto, ON
- Full-time
…alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK,…
Added 20 hours ago
S
Services Lead, Stores - Full Time
Sephora
ON · Markham, ON
- $22.2 to $26.1 CAD / hour
- Full-time
Sephora Canada is committed to providing reasonable accommodation to applicants with disabilities or other medical conditions.
Added 21 hours ago
V
Registered Nurse (RN) - Med/Surg - General Surgery
VitalHires
Sechelt, BC
- Part-time
Apply today to speak to a Talent Acquisition Advisor!
Added 21 hours ago
05561 Inside Sales
Sally Beauty Holdings
Canada
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 22 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB
- Full-time
We are seeking an experienced Copilot Cloud Solution Architect to serve as a trusted advisor and technical leader for Microsoft's strategic Retail & Consumer Goods customers.
Added 23 hours ago
CB
Sales Associate - CosmoProf Store # 07367
CosmoProf Beauty
Surrey, BC
- Full-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 23 hours ago
CB
Sales Associate - CosmoProf Store # 07328
CosmoProf Beauty
Burnaby, BC
- Full-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 1 day ago
B
Environmental Advisor
Bombardier
Dorval, QC
- Full-time
Insurance plans (Dental, medical, life insurance, disability, and more)
Added 1 day ago
LV
Conseiller(e) de Vente
Louis Vuitton
Montreal, QC
- Full-time
…themselves as more than a Sales Associate but as a true personal ‘advisor’- someone who is seeking to grow their career in luxury retail environment, has a strategic sales mindset,…

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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