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Added 16 mins ago
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Advisor Onboarding Associate
Manulife
Toronto, ON · Burlington, ON
- Full-time
…advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. This role coordinates onboarding activities, maintains accurate advisor and…
Added 1 hour ago
Senior Client Solutions Analyst - Real Estate Banking - Calgary, Alberta
Scotiabank
Calgary, AB
Working closely with Director and Associate Director, the Senior Client Solutions Analyst is responsible for providing a variety of services to a portfolio of existing and prospective…
Added 1 hour ago
RB
Director, Mid-Market Mergers & Acquisitions
Royal Bank of Canada
Montreal, QC
- Full-time
…a dynamic team guided by Regional Leaders and supported by Associate Directors and Analysts. This role combines technical expertise, project and client relationship management, and leading…
Added 2 hours ago
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Manager, Registration and Licensing
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts…
Added 2 hours ago
Associate, Investment Counsel
Scotiabank
Toronto, ON
The Associate is expected to provide high-level administrative support to a large group of portfolio managers and analysts in the Equity Income Team at 1832 Asset Management. This role…
Added 2 hours ago
Senior Customer Experience Associate - Rockland, On (15h/week)
Scotiabank
Clarence-Rockland, ON · Rockland, ON
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 hours ago
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Financial Analyst
Hays
Toronto, ON · Greater Toronto Area, Canada
- Contract
Experience within financial services, insurance, wealth management, or asset management industries.
Added 2 hours ago
Associate Vice President, Operations
Richardson Wealth Ltd
Toronto, ON
This role is responsible for leading and modernizing Richardson Wealth’s core operational ecosystem, with primary oversight of the end-to-end operations activities. The role ensures…
Added 3 hours ago
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Director, Mid-Market Mergers & Acquisitions
RBC
Montreal, QC
- Full-time
…a dynamic team guided by Regional Leaders and supported by Associate Directors and Analysts. This role combines technical expertise, project and client relationship management, and leading…
Added 3 hours ago
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Associate Trust Officer
TD
London, ON
- Full-time
As an Associate Trust Officer, you’ll have the opportunity to combine your legal, estate, trust, or client-service experience with the depth and reach of TD Wealth. You’ll work alongside…
Added 3 hours ago
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Small Business Associate
TD
North Bay, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 3 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 3 hours ago
MC
Financial Services Associate - Full Time
Meridian Credit Union
ON · Bramalea, ON
- $60,000 to $64,000 CAD / year
- Full-time
Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”.
Added 3 hours ago
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Client Access Support Associate
Raymond James
Toronto, ON · Montreal, QC · Vancouver, BC
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 7 hours ago
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Principal Network Engineer
Aviso
Vancouver, BC
- $135,000 to $145,000 CAD / year
- Full-time
Professional-level networking certification such as CCNP and Azure Network Engineer Associate certification, or equivalent practical experience; PCNSE or Fortinet certification is an asset
Added 21 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
A career as an Associate at National Bank is a role where your systems thinking, attention to detail, and interest in finance can have a direct impact on clients and advisors. In this role,…
Added 1 day ago
TO
Associate Portfolio Manager
Tall Oak Capital Advisors
London, ON
- Full-time
Company Description Tall Oak Capital Advisors is a boutique wealth management firm serving physicians, farm families and businesses, affluent individuals and families, and business owners.…
Added 1 day ago
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Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
Professionals who lead client relationships by collaborating closely with SJF’s Total Wealth and CRIA teams, without holding discretionary registration. We provide the training and support…
Added 1 day ago
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PIA Client Service Associate
TD
Montreal, QC
- Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 1 day ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers…
Added 1 day ago
RD
Associate, Wealth Management - 18 month contract
RBC Dominion Securities
Mississauga, ON
- Full-time
The RBC Dominion Securities Branch located in Mississauga, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by…
Added 1 day ago
Customer Experience Associate - Parc & Fairmount, Montreal, QC - 22.5 hours/week
Scotiabank
Montreal, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 days ago
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Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 2 days ago
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Senior Associate
RBC
Vancouver, BC
- Full-time
5 years of experience working in the Wealth Management industry
Added 2 days ago
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Associate
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.

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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