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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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