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Added 1 hour ago
WM
Associate Director, Fundraising
Windmill Microlending
Calgary, AB · Toronto, ON
- $110,000 to $120,000 CAD / year
…working in close partnership with the fundraising team, the Associate Director, Fundraising will contribute to the development and execution of the strategic objectives of the major giving…
Added 3 hours ago
SO
Senior Advanced Planning Advisor
Stone Owl Family Office
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…experienced professionals in tax planning, financial structuring, and corporate benefits, gaining valuable insights into high-level financial strategies. We provide opportunities for…
Added 3 hours ago
TL
Associate Lawyer (Mid-level) – Edwards Bell Jewitt LLP
The Law Society of Manitoba
Winnipeg, MB
- Full-time
Our lawyers provide practical, strategic, and client-focused advice across Indigenous, corporate and commercial, governance, economic development, natural resources, litigation, and…
Added 4 hours ago
C
Associate Director, Institutional Sales
Clarity
Vancouver, BC
- $300,000 to $700,000 CAD / year
- Full-time
Bring 3–5 years of experience in investment sales, mutual fund sales, investment banking, venture capital, private equity, corporate development, or institutional sales and trading.
Added 4 hours ago
C
Part-Time Sales Associate - Famous Footwear CAN
Caleres
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- Part-time
…our team superpower, upholding a work environment where every associate feels included and respected. Maintain a positive and proactive mindset, even in the face of challenges, you’re the…
Added 5 hours ago
DF
Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
Assisting in the development and updating of investment related marketing materials, charts and scheduling reports.
Added 5 hours ago
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Training and development resources that are designed to help you learn, grow, and succeed.
Added 5 hours ago
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Senior Litigation Lawyer
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- Full-time
…matters and the lawyers and staff working on them. Business development, firm administration, and operational functions are managed by dedicated teams. Compensation is independent of client…
Added 6 hours ago
WR
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Alliston, ON
- Part-time
An organization that cares about Corporate Social Responsibility
Added 6 hours ago
M
Associate Consultant Intern, Summer 2027 - Toronto, Canada
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Toronto, ON
- Full-time
Associate Consultant Intern, Summer 2027 - Toronto, CanadaWhy join Mastercard’s internship program?
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Added 7 hours ago
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Dimensional Fund Advisors

Associate - Wealth Management (Global Client Group)

Vancouver, BC, 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: Oct 8, 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 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 provide relationship management and analytical support to help grow existing client relationships and develop new business. They are responsible for articulating complex investment principles to financial advisors and constructing detailed portfolio analysis.

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

Relationship management
Analytical support
Investment principles
Capital market research
Portfolio analysis
Marketing materials
CRM system
Business development
Advisor industry knowledge
Practice management
Quantitative problem-solving
Verbal communication
Written communication
Interpersonal skills
Excel
Access

Benefits

Comprehensive benefits
Educational initiatives

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Global Client Group
Financial Services
Investment Principles
Capital Markets
Portfolio Solutions
Relationship Management
CRM
Portfolio Analysis
Financial Advisors
Practice Management
Excel
Access
Quantitative Analysis
Client Service
Business Development

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