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Added 1 hour ago
R
Associate
RBC
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 2 hours ago
Beauty Advisor - The Cosmetics Company Store - Seasonal PT - Toronto Premium Outlets - Halton, ON
ELC Beauty LLC
Halton Hills, ON
All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 3 hours ago
SM
RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11705
Added 3 hours ago
SM
RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11705
Added 3 hours ago
SM
RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11705
Added 4 hours ago
EB
Beauty Advisor-Estée Lauder Companies-Part Time-Niagara on the lake- Niagara, ON
ELC Beauty LLC
Niagara-on-the-Lake, ON
- Part-time
All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 4 hours ago
Appointment Coordinator (Toyota on the Trail)
Go Auto
Edmonton, AB
…mentorship programs designed to guide you toward becoming a future Service Advisor. Led directly by our General Managers, these programs provide hands-on learning, real-world examples, and…
Added 4 hours ago
Service Advisor (Northstar Hyundai)
Go Auto
Edmonton, AB
Service Advisor – No Evenings, Great Pay, and Real Career Growth
Added 4 hours ago
Appointment Coordinator (Dams Ford Lincoln)
Go Auto
Surrey, BC
…mentorship programs designed to guide you toward becoming a future Service Advisor. Led directly by our General Managers, these programs provide hands-on learning, real-world examples, and…
Added 4 hours ago
Parts Advisor (Mercedes-Benz South Calgary)
Go Auto
Calgary, AB
At Mercedes-Benz South Calgary, we're looking for a Parts Advisor who takes pride in delivering exceptional service and wants to build a long term career with one of Canada's fastest…
Added 4 hours ago
Parts Advisor (Go Kia West)
Go Auto
Coquitlam, BC
Rev up your career as a Parts Advisor with our team!
Added 4 hours ago
Service Technician (Kentwood Ford)
Go Auto
Edmonton, AB
Automotive Service Technician – Kentwood Ford
Added 4 hours ago
Service Advisor (Go Downtown Kia)
Go Auto
Vancouver, BC
Senior Automotive Service Advisor (Go Downtown Kia)
Added 4 hours ago
Service Advisor (Peace River Chrysler)
Go Auto
Peace River, AB
We’re looking for an experienced Service Advisor to join a busy dealership service team in Peace River Chrysler. This is a great fit for someone who knows the dealership service…
Added 4 hours ago
S
Customer Success Manager
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing…
Added 5 hours ago
C
Senior Financial Analyst
Confidential
Toronto, ON · Etobicoke, ON
- $100,000 to $115,000 CAD / year
- Full-time
Serve as a strategic financial advisor, translating financial data into operational insights for leaders and executives.
Added 5 hours ago
EB
Beauty Advisor - The Cosmetic Company Store - Seasonal - Part Time - Cookstown, ON
ELC Beauty LLC
Cookstown, ON
- Part-time
All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 5 hours ago
Electrical and Control Senior Specialist
Lloyds Register
Burlington, ON
We are a leading international technical professional service provider and a leader in classification, compliance, and consultancy services to the marine and offshore industry, a trusted…
Added 5 hours ago
Senior Cloud Technical Account Manager - Vancouver, CAN , AWS Enterprise Support
Amazon
Vancouver, BC
…customers of all industries and sizes gain the best value and service from AWS? At AWS Enterprise Support we’re looking for a Technical Account Manager (TAM) to support our customers’…
Added 5 hours ago
Sr. Cloud Technical Account Manager - Canada, FSI Canada
Amazon
Toronto, ON
…customers of all industries and sizes gain the best value and service from AWS? AWS Enterprise Support, Technical Account Managers (TAM) support our customers’ creative and transformative…
Added 6 hours ago
IG
Investment Advisor
Infotree Global Solutions
Toronto, ON
- Contract
The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients.
Added 6 hours ago
PP
Outside Sales Engineer
Preston Phipps Inc
Mississauga, ON
- Full-time
…Canada. In this role, you’ll learn how to become a trusted advisor to contractors, consultants, and end users - helping them design, optimize, and maintain high‑performance mechanical…
Added 7 hours ago
C
Talent Acquisition Advisor - manufacturing operations
Cascades
Toronto, ON
- Full-time
Join VANESSA DAVIS's team as a Talent Acquisition Advisor - manufacturing operations in Toronto and help build a more sustainable future.
Added 8 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…Community Treatment team (FACT). FACT is a newly established service delivery model intended for clients with enhanced care needs who are involved in the criminal justice system. The FACT…
Added 8 hours ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a Trusted HR Advisor, You Will Work Closely With Managers And Leaders To Provide Practical Guidance On a Broad Range Of Human Resources Matters, Including

Closed listing

Dimensional Fund Advisors

Analyst/Associate - Wealth Management (Global Client Group)

Vancouver, BC, Canada

$57,000 - $73,000 · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $57,000 - $73,000
Job type: Full-time
Posting language: English
Posted: Sep 28, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.

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.

About employer

More about this job

Responsibilities

Support and grow existing advisor relationships while helping develop new business by explaining investment principles, educating financial advisors on portfolio solutions, and responding to client service questions. Prepare portfolio analyses and investment marketing materials, maintain accurate CRM records, and partner with senior relationship managers and internal teams to strengthen client relationships.

Requirements

A bachelor’s degree or equivalent in a relevant discipline is preferred, along with corporate experience, ideally in financial services. Candidates should bring strong analytical and quantitative problem-solving abilities, excellent communication and relationship skills, attention to detail, the ability to manage multiple deadlines, and proficiency with Excel and Access.

Skills

Relationship Management
Investment Analysis
Portfolio Analysis
Capital Markets Research
Financial Advisor Education
Client Service
Marketing Materials Development
Analytical Skills
Quantitative Problem-Solving
Verbal Communication
Written Communication
Interpersonal Skills
Project Management
Microsoft Excel
Microsoft Access

Benefits

Comprehensive Benefits
Educational Initiatives

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Global Client Group
Financial Services
Financial Advisors
Relationship Management
Investment Principles
Capital Markets Research
Portfolio Solutions
Portfolio Analysis
Client Service
Investment Marketing Materials
CRM
Practice Management
Microsoft Excel
Microsoft Access
Quantitative Problem-Solving
Business Development
Advisor Industry

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