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Added 7 mins ago
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
Full-time
Our client is an established, independent Canadian wealth manager with a substantive national footprint. Currently experiencing sustained growth, the organization is seeking a Regional Vice…
Added 23 mins ago
Director, Central Registrant and Investment Advisory
Scotiabank
Toronto, ON
Stay abreast of changes to the central models and connect with the Wealth Advisor to discuss impacts on client portfolios and stated objectives.
Added 23 mins ago
ScotiaMcLeod Administrative Associate - Markham
Scotiabank
Markham, ON
Consistently demonstrate high levels of client service to deepen relationships;by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the…
Added 38 mins ago
PIA Client Relationship Associate
TD
Toronto, ON
Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 38 mins ago
AVP, Technology Lead - Digital
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
Full-time
…platforms that support secure, connected, and frictionless Client and advisor experiences. This role provides technology leadership across core digital assets including Secure Web, Public…
Added 38 mins ago
Personal Finance Advisor
Desjardins
Saint-Roch-de-l'Achigan, QC · Caisse Populaire Desjardins De St-Roch-De-L'Achigan
Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 38 mins ago
Product Manager, Managed Solutions, Product Development & Management
CIBC
Toronto, ON
Full-time
…enhancements to existing products and/or new asset management products/services. Assess competitive environment, client and advisor needs, business requirements, pricing, distribution,…
Added 38 mins ago
Onboarding Excellence Lead - Associate Director (1-year Fixed Term Contract)
EY
Toronto, ON
Confidence and credibility as a decision owner, escalation point and trusted strategic advisor.
Added 38 mins ago
Senior Enterprise Solutions Technical Lead
City of Toronto
Toronto, ON
In its pursuit of modernizing City services through strategic investment, digital transformation, and a culture of innovation, the Technology Services Division collaborates with all City…
Added 53 mins ago
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Dartmouth, NS
Full-time
As a Service Video Advisor with Steele Chevrolet Buick GMC, you will play a vital role in enhancing the customer service experience by providing clear, informative video assessments of…
Added 53 mins ago
Director - Project Management
Turner & Townsend
Calgary, AB
Full-time
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Added 53 mins ago
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Added 53 mins ago
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Dexterra
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…long-term culinary strategy that aligns with organizational goals, client expectations, and operational…
Added 53 mins ago
Expansion Enterprise Sales Manager, Canada
Tufin
toronto, or
Full-time
Client Relationship & Account Management: Build and nurture strong, long-lasting relationships with large enterprise customers. Serve as a trusted advisor, providing expert guidance on…
Added 1 hour ago
Director - Project Management
Turner & Townsend
Calgary, AB
Full-time
As a Turner & Townsend Project Management Director, you’ll be responsible for department-related management services within multiple geographic markets, programs, or client accounts to…
Added 1 hour ago
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Surrey, BC
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…a qualified psychologist to join our dynamic Mental Health Services department as a Senior Psychology Advisor. You’ll work with teams specialized in trauma, serious injuries, high-risk…
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Analyste à la conformité / Compliance Analyst
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Montreal, QC
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…offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our…
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Customer Service Representative, Call Centre, Dynamic - Montreal, QC
Scotia Global Asset Management
Montreal, QC
Full-time
…management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and…
Added 1 hour ago
Education Content Specialist
OceanMD, a WELLSTAR Company
Toronto, ON
Full-time
…overcome the barriers preventing the timely delivery of healthcare services. By replacing paper forms with digital tools, we give patients and providers secure ways to connect, share health…
Added 1 hour ago
Senior Audit Manager, Compliance Audit
Scotiabank
Toronto, ON
The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the Bank and our customers safe.
Added 1 hour ago
Customer Care Advisor - Investments - Client Experience Centre - November 2026
Scotiabank
Halifax, NS
Applying expert knowledge of Scotiabank’s products and services.
Added 1 hour ago
Investment Advisor (Kitchener/Waterloo)
CI Financial
Waterloo, ON
Full-time
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies,…
Added 1 hour ago
Managing Director, Western Canada Executive Compensation
WTW
Calgary, AB
$260,000 to $300,000 CAD / year
Full-time
…compensation and related engagements and serving as a strategic advisor to clients. You’ll also contribute your thought leadership to the overall development of the Executive Compensation…
Added 1 hour ago
Senior Estate Insurance Associate, Nesbitt Burns
BMO
Montreal, QC · MCGC
Full-time
Understand client needs and explain relevant services, products, and solutions clearly and appropriately.
Added 1 hour ago
Client Service Associate, Wealth Management - Georgetown, ON
The Canada Life Assurance Company
Georgetown, ON
Prior experience in an Advisor support role in a Financial Services firm is an asset. Alternate comparable experience in client service/administration will be considered

Dimensional Fund Advisors

Senior Associate - Wealth Management (Global Client Group)

Vancouver, BC, Canada

Pay: $82,000 - $120,000
Job type: Full-time
Posting language: English
Posted: Sep 28, 2026

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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.

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 provides 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
Investment presentations
Communication skills
Interpersonal skills
Excel
Access
Project management

Benefits

Comprehensive benefits
Educational initiatives

Visa sponsorship

Not detected in the job text

Keywords

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

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