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Added 13 mins ago
JI
Financial Analyst
J.D. Irving, Limited
Saint John, NB
- Full-time
Analytical support for capital projects and other key business initiatives
Added 13 mins ago
C
Program Advisory, Consulting & Execution, Vice President
Citi
Mississauga, ON
- Full-time
Continuously develop re-usable intellectual capital, contributing relevant content and research to the team’s knowledge base to be leveraged across the organization.
Added 13 mins ago
C
Specialist, Operations Management
CIBC
Toronto, ON
- Full-time
Industry Knowledge & Education - Previous experience in Capital Markets & Wealth Management Operations, with an understanding of Securities Lending, Repo Trading, Prime Brokerage, OTC…
Added 13 mins ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team committed to expanding our business. Our corporate culture encourages teamwork, service…
Added 13 mins ago
Assistant Manager, Trade Support, Stock Loan Middle Office (GWO)
Scotiabank
Toronto, ON
1-3 years post-graduate experience in industry or academia in in the areas of capital markets, finance and banking and/or process improvement, business analysis and solution implementation…
Added 28 mins ago
EC
Collections Specialist (Toronto)
Elect Capital
Toronto, ON
- $50,000 to $70,000 CAD / year
- Full-time
Elect Capital is changing how SMEs access funding. We provide fast, flexible working capital loans, business loans, and merchant cash advances - no red tape, no slow decisions. Live across…
Added 28 mins ago
MA
Accounting Analyst
Majestic Asset Management
Brossard, QC
- Full-time
- Basic knowledge and understanding of capital markets, trading and investment operations
Added 28 mins ago
EC
Collections Specialist (Toronto)
Elect Capital
Toronto, ON
- $50,000 to $70,000 CAD / year
- Full-time
Elect Capital is changing how SMEs access funding. We provide fast, flexible working capital loans, business loans, and merchant cash advances - no red tape, no slow decisions. Live across…
Added 28 mins ago
GC
Associate - Life Science Venture Capital
Genesys Capital
Toronto, ON
- Full-time
Genesys Capital, Canada’s leading life sciences venture capital firm, invests at the frontier of medical innovation and has a proven track record of identifying emerging bioscience…
Added 28 mins ago
W
Gestionnaire financier(ère)
Wilson
Montmagny, QC
- $100,000 to $120,000 CAD / year
- Full-time
…month-end close, financial reporting, inventory management, capital projects, and internal…
Added 43 mins ago
MM
Compensation Consultant, Associate
Marsh McLennan
Toronto, ON
- Full-time
Added 59 mins ago
Manager, Retail Media Network (12-Month Contract)
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Halifax, NS
Added 59 mins ago
Investment Analyst - Montreal
Groupe Mach
Montreal, QC
Monitor real estate markets, industry trends, capital markets, and the broader economic environment to identify new investment opportunities and anticipate potential risks.
Added 59 mins ago
Financial Analyst
the Town of the Blue Mountains
Thornbury, ON
Monitor capital project expenditures and assist in preparing asset-related financial analyses, reconciliations and reports.
Added 59 mins ago
A
Représentant (e) du support à la production / Representative Production Support
ADP
Montreal, QC
- Part-time
À propos d'ADP : Nous sommes un fournisseur mondial complet de solutions de gestion du capital humain (HCM) basées sur le Cloud qui associent les RH, la paie, les talents, l'administration…
Added 59 mins ago
RI
Senior Corporate Accountant
Reliance Impact
Toronto, ON · Greater Toronto Area, Canada
- $90,000 to $100,000 CAD / year
- Full-time
Our client, a well-established and growing organization within the real estate and development industry, is seeking an experienced Senior Corporate Accountant to join their finance team.
Added 1 hour ago
AP
Senior Manager, Business Development
Atura Power
Oakville, ON
- Full-time
Lead project financial and commercial analysis, including capital and operating cost assumptions, revenue structures, project returns, sensitivities and risk-adjusted economics.
Added 1 hour ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
…services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering…
Added 1 hour ago
B
BMO Capital Markets Quantitative Trading Analyst – 12–16 Month Co-op
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 1 hour ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
▪ Assists National Director-Operations with development of operating and capital budgets; manages budgets for assigned areas of
Added 1 hour ago
Advisor, Financial Performance & Business Partner
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON · Montreal, QC
Experience supporting large capital projects, infrastructure programs, or government-funded organizations considered an asset.
Added 1 hour ago
Associate Director-GCM Documentation 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 1 hour ago
Banking Advisor - Oromocto, NB (37.5 Hours / Week)
Scotiabank
Oromocto, NB
…and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Data Analyst, CWM Analytics, GWM
Scotiabank
Ottawa, ON
…and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
Detailed knowledge and understanding of capital markets, portfolio management, provincial and national securities regulations, mutual funds and the mutual fund industry.

Dimensional Fund Advisors

Senior 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:

$82,000 - $120,000

This role may also be eligible to receive a discretionary bonus (of between 0 -20% of the base salary)

Job Description:

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 strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.

Reporting to a Senior Relationship Manager the Senior Associate will 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.

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
Interacting with advisors on practice management related issues
Partnering with Senior Relationship Managers and developing strong business and personal relationships with key advisor clients
Developing and delivering complex and educational investment presentations to financial advisors
Developing and facilitating the production of complex client driven requests among a team of Associates
Developing a robust understanding of the advisor industry and related business practices

Qualifications:

MBA and/or CFA strongly preferred
Four plus years of experience in the Financial Services/Investment industry
Strong analytical skills and quantitative problem-solving skills
Excellent verbal and written communication and interpersonal skills
Detail-oriented with capability of managing multiple projects and meeting deadlines
Intellectual curiosity with desire for self-improvement
Able to work equally well in a team environment and independently
Strong computer skills (Excel and Access) with the ability to learn programs 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

The Senior Associate will 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 facilitating the production of client-driven requests.

Requirements

Candidates should have four or more years of experience in the financial services or investment industry. An MBA or CFA designation is strongly preferred, along with strong analytical and communication skills.

Skills

Relationship management
Analytical skills
Quantitative problem-solving
Investment principles
Capital market research
Practice management
Client relations
Investment presentations
Communication skills
Interpersonal skills
Project management
Excel
Access
Financial analysis

Benefits

Comprehensive benefits
Educational initiatives

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment Industry
Relationship Management
Capital Markets
Portfolio Solutions
Practice Management
Analytical Skills
Quantitative Analysis
Excel
Access
MBA
CFA
Client Relations
Business Development
Investment Principles

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