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Added 5 hours ago
SM
RQ11648 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst with extensive experience in business analysis, requirements gathering, requirements management, business process modelling, stakeholder engagement,…
Added 5 hours ago
SM
RQ11723 – Solutions Designer – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Solutions Designer – CRM with extensive hands-on experience in designing, developing, configuring, supporting, and maintaining Salesforce solutions. The ideal…
Added 5 hours ago
SM
RQ11723 – Solutions Designer – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Solutions Designer – CRM with extensive hands-on experience in designing, developing, configuring, supporting, and maintaining Salesforce solutions. The ideal…
Added 5 hours ago
SM
RQ11723 – Solutions Designer – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Solutions Designer – CRM with extensive hands-on experience in designing, developing, configuring, supporting, and maintaining Salesforce solutions. The ideal…
Added 5 hours ago
SM
RQ11475 - Software Developer - CRM - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Power Platform, Azure, and Dataverse, along with proven Technical Lead…
Added 5 hours ago
SM
RQ11648 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst with extensive experience in business analysis, requirements gathering, requirements management, business process modelling, stakeholder engagement,…
Added 5 hours ago
SM
RQ11648 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst with extensive experience in business analysis, requirements gathering, requirements management, business process modelling, stakeholder engagement,…
Added 5 hours ago
SM
RQ11475 - Software Developer - CRM - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Power Platform, Azure, and Dataverse, along with proven Technical Lead…
Added 6 hours ago
DP
BD & Marketing Manager - Disputes
DLA Piper Canada LLP
Vancouver, BC · Toronto, ON
- $140,000 to $165,000 CAD / year
…also includes support for cross-functional projects such as CRM, experience management, client onboarding, and lateral…
Added 6 hours ago
MO
Enterprise Account Executive
MSP OPERATIONAL CORP
Vancouver, BC · Victoria, BC
- $175,000 to $300,000 CAD / year
- Full-time
Comfort meeting with and presenting to senior leadership, both technical and business
Added 8 hours ago
A
Représentant(e) des ventes- Grands comptes (CHASSEUR)/Senior Sales Representative, Up Market Accounts (Hunter)
ADP
Montreal, QC
- Full-time
Utiliser les outils CRM et d’automatisation des ventes afin d’assurer des prévisions précises et une gestion rigoureuse de la performance
Added 9 hours ago
NB
Salesforce Application Architect
National Bank of Canada
Montreal, QC
- Full-time
In the commercial CRM sector, you are part of a team of 12 colleagues reporting to the Senior Manager – commercial CRM it Delivery. Our team stands out for the quality of its deliverables,…
Added 10 hours ago
DF
Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
Maintain accurate client records using our advanced CRM system.
Added 11 hours ago
CI
Director of Marketing, Defence
Calian in Space & Technology
Ottawa, ON
- Full-time
Reporting to the Senior VP, Marketing and Corporate Communications, this role is part of the Marketing & Commercialization team and works closely with Defence leadership, Government…
Added 11 hours ago
ECH - Manager, Marketing (12-Month Contract)
The Employee Experience Team
Vaughan, ON
Empire Homes is seeking a Marketing Manger! Under the direction of the Senior Director, Marketing, you will be responsible for playing a crucial role in driving the company’s growth through…
Added 12 hours ago
YI
Sales Development Representative
YuJa Inc.
Toronto, ON · North York, Ontario
- Full-time
Use Salesforce CRM to maintain accurate account details and contact information
Added 12 hours ago
AF
Enterprise Senior Software Developer
Armstrong Fluid Technology
Toronto, ON
- Full-time
We are seeking a highly skilled Enterprise Developer to join our enterprise architecture team. This role is ideal for a developer with extensive experience in Python, C#, and .NET projects…
Added 13 hours ago
FT
Sales Operations Coordinator
Fast Tire Co
Vaudreuil-Dorion, QC
- Full-time
As a Sales Operations Coordinator, reporting to the Senior Business Analyst, you'll play a key role within the Marketing team, serving as the primary liaison between Marketing, Sales, and…
Added 14 hours ago
V
Architect
Virtusa
Toronto, ON
- Full-time
Facilitate high-level discovery workshops with senior stakeholders to uncover latent business needs.
Added 14 hours ago
Talent Acquisition Specialist (Contract)
BIMM
Toronto, ON
…experiences. We’ve helped our clients implement fully integrated CRM customer journeys, built robust digital experiences, and created national loyalty programs with decades of experience in…
Added 14 hours ago
AC
Sr. Manager, Philanthropy
Alberta Cancer Foundation
Calgary, AB
- Full-time
Based in our new, world-class cancer facility, The Arthur Child Comprehensive Cancer Centre, the Senior Manager, Philanthropy is responsible for advancing an integrated, regional major…
Added 14 hours ago
A
Account Executive
Appear
Toronto, ON
- Full-time
Lead demos, business case presentations, and commercial negotiations with senior stakeholders up to C-level.
Added 14 hours ago
CG
Business Development Associate
CORA Group
Markham, ON · Canada - Markham - Ontario
- Full-time
You will work closely with senior M&A leadership to target attractive verticals, execute sourcing plans and qualify deals that align with our investment criteria. This position requires a…
Added 14 hours ago
JS
Business Development Associate
Jonas Software
Markham, ON · Canada - Markham - Ontario
- Full-time
You will work closely with senior M&A leadership to target attractive verticals, execute sourcing plans and qualify deals that align with our investment criteria. This position requires a…
Added 15 hours ago
B
SENIOR MANAGER, UNDERWRITING II - Head Office, Laval, Quebec
BDC
Laval, QC
- Full-time
We are looking for a Senior Manager, Underwriting to join our team!

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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