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Added 14 hours ago
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Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
- Full-time
…grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in…
Added 1 day ago
AA
Consultant
Alpha Agency
Toronto, ON
- Full-time
…years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more…
Added 1 day ago
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Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Senior Field Supervision Manager is a frontline supervision role responsible for Tier 1 daily supervisory activities for advisors registered with CIRO at Manulife Wealth Inc. The role…
Added 1 day ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
expert within one of Canada’s leading wealth management firms.
Added 1 day ago
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Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
- Full-time
Working in close partnership with the Manager of Private Banking Operations, the Senior Leader, Wealth Client Services ensures that the ongoing operation of the Private Wealth Management…
Added 1 day ago
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Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
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.…
Added 1 day ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. By putting the client first, we…
Added 1 day ago
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Senior Personal Banking Advisor - Edmonton Unity Square
ATB
Edmonton, AB
- Full-time
Shape the Future as a Senior Personal Banking Advisor at ATB Financial!
Added 1 day ago
RD
Senior Associate
RBC Dominion Securities
Vaughan, ON
- Full-time
The RBC Dominion Securities branch located in Vaughan is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Senior Associate.
Added 1 day ago
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Senior Associate
RBC
Vaughan, ON
- Full-time
The RBC Dominion Securities branch located in Vaughan is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Senior Associate.
Added 1 day ago
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Senior Associate
Royal Bank of Canada
Vaughan, ON
- Full-time
The RBC Dominion Securities branch located in Vaughan is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Senior Associate.
Added 1 day ago
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Senior Product Owner, Investment Platform - Tangerine
Tangerine
Toronto, ON
- Full-time
The Senior Product Owner, Wealth Platform is responsible for translating Tangerine’s Digital Wealth product strategy into an executable roadmap of investment platform capabilities.…
Added 1 day ago
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Vice President, Distribution, Life and Health - TD Insurance
TD
Toronto, ON
- Full-time
…Balance Protection, Term Life and Travel. The role leads channel management and sales effectiveness across Branch, Mobile Mortgage Specialists, Business Banking, Wealth, Phone, Digital,…
Added 1 day ago
SL
AVP Dealer Transformation
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Senior leadership experience in wealth management, financial services, consulting, or business transformation.
Added 2 days ago
Financail Advisor/Senior Financial Advisor - Hazeldean, Kanata, ON
Scotiabank
Ottawa, ON · Kanata, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
CR
Senior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River Development
Charles River Development
Toronto, ON
- Full-time
Senior Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our…
Added 2 days ago
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2027 Summer Intern – Client Management Account Analyst, Toronto
PIMCO
Toronto, ON
- Full-time
…supporting the servicing of PIMCO’s institutional clients and Global Wealth management businesses. Your primary responsibility is to support PIMCO’s investment professionals to ensure…
Added 2 days ago
CC
Senior Banking Advisor
Cambrian Credit Union
Winnipeg, MB
- Full-time
The Senior Banking Advisor builds and grows the member portfolio through dedicated relationship management and exceptional service. This includes working with referrals from branches,…
Added 2 days ago
R&
Senior Group Audit Manager, Cybersecurity
Robertson & Company Ltd.
Toronto, ON
- Full-time
…serving millions of customers through a broad range of banking, wealth management, insurance, and capital markets services. Known for its commitment to innovation, customer experience, and…
Added 2 days ago
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Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 days ago
AW
Manager, Sales Compensation
Aviso Wealth
Remote, Canada
- $110,000 to $135,000 CAD / year
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 days ago
M
Senior Advisor Onboarding & Transitions Specialist
Manulife
Winnipeg, MB · Halifax, NS · Burlington, ON · Waterloo, ON
- Full-time
The Sr. Advisor Onboarding & Transitions Specialist is a critical, multi-functional role within the Manulife Wealth Business Development organization. The role supports new advisors joining…
Added 2 days ago
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Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
We are looking to fill an opening for a Senior Product Manager to join Aviso's Product Management team and help shape the future of investing for Canadians through a best-in-class wealth…
Added 2 days ago
Senior Manager, Global Events [12 Month Contract]
Scotiabank
Toronto, ON
The Senior Event Manager contributes to the overall success of the Global Events team by leading the strategic planning and end-to-end delivery of complex, high-profile events that advance…
Added 2 days ago
Senior Product Owner, Investment Platform - Tangerine
Scotiabank
ON · Toronto, ON
The Senior Product Owner, Wealth Platform is responsible for translating Tangerine’s Digital Wealth product strategy into an executable roadmap of investment platform capabilities.…

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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