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Added 20 mins ago
Compensation Consultant, Associate
Marsh
Toronto, ON
Full-time
As a Compensation Consultant Associate, you will join a national team of 100 passionate consultants who have a wealth of expertise in employee and executive rewards, employee communication,…
Added 50 mins ago
Associate Investment Advisor
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
Full-time
Manulife Wealth provides clients across Canada with financial advice and strategies tailored to their goals, circumstances and life stages. Clients benefit from the strength of a global…
Added 1 hour ago
Senior Litigation Law Clerk, Partner's Desk
Envy Consulting Group
Toronto, ON
$80,000 to $95,000 CAD / year
Full-time
Private wealth and estates litigation | Downtown Toronto litigation boutique
Added 1 hour ago
Senior Global Forwarding Agent
C.H. Robinson
Montreal, QC
Full-time
Minimum 4 years of Global Forwarding industry experience
Added 2 hours ago
Compensation Consultant, Associate
Marsh McLennan
Toronto, ON
Full-time
As a Compensation Consultant Associate, you will join a national team of 100 passionate consultants who have a wealth of expertise in employee and executive rewards, employee communication,…
Added 5 hours ago
Core Operations, Associate 2
State Street
Toronto, ON
Full-time
Degree holder in business studies is preferred but candidate with diploma or some relevant experience in the industry would be considered
Added 14 hours ago
Associate Director, Business Risk Management - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
Full-time
At least five years’ experience in a risk management role
Added 16 hours ago
Associate
RBC Dominion Securities
Vancouver, BC
Full-time
…join a successful and growing Private Client & Institutional Wealth Management team. This role spans client onboarding and servicing, RBC DS applications, business development support, and…
Added 17 hours ago
Associate
RBC
Vancouver, BC
Full-time
…join a successful and growing Private Client & Institutional Wealth Management team. This role spans client onboarding and servicing, RBC DS applications, business development support, and…
Added 17 hours ago
Wealth Concierge
RBC
Vancouver, BC
Full-time
Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate
Added 17 hours ago
Customer Experience Associate - Alderbridge Place Branch, Richmond, BC (30Hours/Week)
Scotiabank
Richmond, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 18 hours ago
Customer Experience Associate - Barrhaven Centre, Nepean, Ontario (15 hours/week)
Scotiabank
Ottawa, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 18 hours ago
Sr. Credit Solutions Associate, Commercial Banking (Contract) opened to Kelowna, Van. or Langley
Scotiabank
Kelowna, BC
Senior Credit Solutions Associate, Canadian Commercial Banking - Vancouver, Kelowna or Langley areas
Added 18 hours ago
Client Care Representative - Auto Associate
HUB International
Kamloops, BC
Full-time
As an Auto Associate, you’ll play a key role in driving business success. You’ll actively sell insurance solutions, hit performance targets, and deliver an exceptional customer experience.…
Added 19 hours ago
Associate Director, Business Risk Management - Toronto, ON
Scotiabank
Toronto, ON
At least five years’ experience in a risk management role
Added 19 hours ago
Customer Experience Associate - Airdrie Sierra Springs Branch, AB (18.75 hours/week)
Scotiabank
Airdrie, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 19 hours ago
Credit Solutions Associate, Commercial Banking - Edmonton
Scotiabank
Edmonton, AB
The Credit Solutions Associate (CSA) plays a key role in supporting Client Relationship Managers with end-to-end credit underwriting support for growth clients within Commercial Banking…
Added 19 hours ago
Senior Customer Experience Associate - Airdrie Sierra Springs, AB (26.25 hours/week)
Scotiabank
Airdrie, AB
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 20 hours ago
Wealth Concierge
Royal Bank of Canada
Vancouver, BC
Full-time
Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate
Added 20 hours ago
Investment Advisor Assistant
Hunter Mercantile
Toronto, ON · Etobicoke, ON
$60,000 to $70,000 CAD / year
Full-time
Join a Premier HNW Wealth Practice as a Dedicated Client Operations Associate | Hybrid | Etobicoke
Added 20 hours ago
Senior Customer Experience Associate - Clairfields Centre, Guelph ( 18.75 Hours/Week)
Scotiabank
Guelph, ON
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 20 hours ago
Customer Experience Associate - Halifax Main Branch, NS (18.75 Hours / Week)
Scotiabank
Halifax, NS
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 20 hours ago
Customer Experience Associate, Part-Time - Olds, AB (22.5 Hours/Week)
Scotiabank
Olds, AB
Part-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 20 hours ago
Credit Solutions Associate, Canadian Commercial Banking (Mississuaga or Markham, Ontario)
Scotiabank
Markham, ON
Credit Solutions Associate, Commercial Banking (Mississauga or Markham, Ontario)
Added 21 hours ago
Associate Planner - Kingston, On
TD
Kingston, ON
Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…

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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