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Added 3 hours ago
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Analyste de système d’affaires, marchés des capitaux
Alithya
Toronto, ON
- Full-time
As a Business System Analyst, Capital Markets, you’ll work closely with various stakeholders to analyze, document and optimize business processes and systems related to derivative products.
Added 1 day ago
R
Data Steward (AC42D7B)
Referment
Montreal, QC
- Full-time
This could suit a data steward, data governance analyst, business analyst or data-quality specialist from a bank, asset manager or market-data provider who wants to work closer to AI-driven…
Added 1 day ago
AC
Transformation Senior Analyst
Aston Carter
Toronto, ON
- $100 to $110 CAD / hour
- Contract
The Middle & Back Office Change Management Transformation Senior Analyst supports a major transformation initiative by translating future-state Operations, Performance, Accounting, and…
Added 1 day ago
PI
Senior Business Analyst - Investment/Asset Management
PICTON Investments
Toronto, ON
- Full-time
PICTON Investments is seeking a seasoned Senior Business Analyst to bridge business needs with technology solutions across our investment management platform. In this role, you will partner…
Added 1 day ago
YO
CRE Office - Analyst
YFK Office Lease
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Role Description The CRE Office – Analyst is a full-time, on-site role based in the Greater Toronto Area, Canada. This role supports office leasing and asset management activities through…
Added 1 day ago
CM
Senior Tax Analyst
CIBC Mellon
Toronto, ON
- Contract
The Senior Tax Analyst, Financial Reporting and Tax will be responsible for the tax work required for clients and work closely with Fund Accounting, external tax advisors and auditors. This…
Added 1 day ago
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Summer Co-op 2027 - Venture Capital
Manulife
Toronto, ON
- Full-time
Collect analyst reports and conduct research on selected companies and industry sectors. Prepare industry reports identifying market and consumer trends, competitive landscape, key…
Added 1 day ago
TS
26-75 Corporate Financial Analyst (18 months, Casual)
Technical Safety BC
Vancouver, BC
- Full-time
The Corporate Financial Analyst is accountable to the Leader, Financial Sustainability for being a business partner to all areas in the organization by providing financial analysis,…
Added 1 day ago
ST
Financial Planning Analyst
Sailun Tire Americas
Woodbridge, ON
- $60,000 to $90,000 USD / year
- Contract
This role offers high-level exposure and close interaction with North American senior management, business unit stakeholders, cost center owners, as well as Group Finance and Operations…
Added 2 days ago
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BMO Capital Markets Summer 2027 Corporate Banking Analyst, Montreal
BMO
Montreal, QC · HO
- Full-time
…establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX /…
Added 2 days ago
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BMO Capital Markets New Grad 2027 Corporate Banking Analyst, Montreal
BMO
Montreal, QC · DEMA
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and…
Added 2 days ago
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BMO Capital Markets Summer 2027 Internship Risk and Capital Solutions Analyst, Toronto
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and…
Added 2 days ago
CA
Senior Analyst, Financial Tolls Modelling and Regulatory
Canadian Association of Petroleum Producers (CAPP)
Calgary, AB
- Full-time
CAPP is seeking a highly analytical and technically skilled Senior Analyst, Financial Tolls Modelling and Regulatory to provide quantitative, economic, and regulatory analysis to support…
Added 2 days ago
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PRINCIPAL, VENTURE CAPITAL - Thrive Venture Fund
BDC
Calgary, AB · Toronto, ON
- Full-time
Lead complex due diligence for new and/or existing investment opportunities by orchestrating analyses such as market, competition, management, sales, products, cap table, and anything that…
Added 2 days ago
IR
Senior Financial Analyst
Imagine Recruitment & Advisory
Ottawa, ON · Greater Ottawa Metropolitan Area
- $85,000 to $95,000 CAD / year
- Full-time
Our client within the energy industry is seeking a strong Senior Financial Analyst to join their growing team. In this role, as a Senior Financial Analyst, you will assist our client with…
Added 2 days ago
TI
Financial Data Analyst / Le/L'Analyste de données financières
TS Imagine
Montreal, QC
- Full-time
A Financial Data Analyst leverages and manages data that is consumed by the world’s most elite financial institutions by applying structured thinking and leveraging technology. The scope…
Added 2 days ago
WO
Financial Analyst
White Owl Family Office Group
Markham, ON
- Full-time
…equity and debt instruments. The organization manages long-term capital across multiple asset classes, focusing on disciplined investment strategies and sustainable value creation.…
Added 2 days ago
Senior Specialist, Strategic and Reputational Risk (Financial Risk Oversight - Credit Risk)
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
…Institutional Credit, Housing Programs and Mortgage Loan Insurance, Market Risk, Capital Investments, Liquidity, and Securitization, helping ensure alignment with CMHC’s strategic…
Added 2 days ago
Equity Research Associate Gold and Precious Metals and Minerals Toronto
Scotiabank
Toronto, ON
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100…
Added 2 days ago
K
Corporate Development Manager
Kavenex
Calgary, AB
- Full-time
A clear runway to lead key functions. The capital/commercial/financial side of this business is a team of two today: this hire and the Co-Founder. The explicit intent is that this role…
Added 2 days ago
HT
Treasury Analyst
Hexaware Technologies
Mississauga, ON
- Full-time
Are you a seasoned Functional QA Professional with strong experience in Banking, Capital Markets, or Treasury systems? We are looking for a talented Market Treasury Functional QA Consultant…
Added 2 days ago
NB
Senior Business Management Analyst - Equity Group
National Bank of Canada
Montreal, QC
- Full-time
The Capital Markets Business Management team provides institutional clients with the highest quality of service and supports multiple trading desks and groups including Institutional…
Added 2 days ago
M
Talent & Rewards Consulting Analyst
Marsh
Toronto, ON
- Full-time
As a Compensation Analyst in the Workforce and Rewards practice, you will work with a broad range of clients and industries in a stimulating environment, participating as an integral member…
Added 2 days ago
M
Talent & Rewards Consulting Analyst
Marsh
Ottawa, ON
- Full-time
As a Compensation Analyst in the Workforce and Rewards practice, you will work with a broad range of clients and industries in a stimulating environment, participating as an integral member…
Added 2 days ago
A
Analyste de système d’affaires, marchés des capitaux
Alithya
Toronto, ON
- Full-time
As a Business System Analyst, Capital Markets, you’ll work closely with various stakeholders to analyze, document and optimize business processes and systems related to derivative products.

Dimensional Fund Advisors

Associate- Wealth Management (Global Client Group)

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 13, 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 (of between 0 -15% of the base salary)

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.

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More about this job

Responsibilities

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

Candidates should possess a bachelor's degree and previous experience in a corporate or financial services environment. Strong analytical, quantitative, and communication skills are essential for managing multiple projects and building client relationships.

Skills

Relationship management
Analytical support
Portfolio analysis
Investment principles
Capital market research
Financial advisor education
Client service
CRM system
Quantitative problem-solving
Verbal communication
Written communication
Interpersonal skills
Project management
Excel
Access

Benefits

Comprehensive benefits
Educational initiatives

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Global Client Group
Financial Services
Portfolio Solutions
Capital Markets
Financial Advisor
CRM
Excel
Access
Relationship Management
Investment Principles
Portfolio Analysis
Marketing Materials
Quantitative Analysis
Client Service
Business Development
Practice Management
Analytical Skills
Communication Skills
Hybrid

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