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Added 1 day ago
T
Compliance Associate Rotational Program
TD
Toronto, ON
- Full-time
For TD Bank Group (TD) to remain competitive, it is essential to selectively take and manage risks. TD acknowledges that having a strong risk culture and a robust approach to risk…
Added 2 days ago
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
Scotiabank
Toronto, ON
…analysis, capital structure benchmarking and assisting in preparing client presentations. As the individual’s career progresses, the candidate will take on increased responsibilities on…
Added 2 days ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
Contributes to the overall success of the Managed Portfolio Program Global Portfolio Solutions / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives…
Added 3 days ago
C
Senior Private Banking Associate
CIBC
Thornhill, ON
- Full-time
You will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution to CIBC…
Added 5 days ago
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Associate, Investment Banking, Financial Institutions Group (FIG) - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
Associate, Investment Banking, Financial Institutions Group (FIG) – Toronto, ON
Added 5 days ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective.…
Added 5 days ago
Associate, Investment Banking, Financial Institutions Group (FIG) - Toronto, ON
Scotiabank
Toronto, ON
Associate, Investment Banking, Financial Institutions Group (FIG) – Toronto, ON
Added 8 days ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
This is a client-facing position that combines relationship management, operational excellence, and strategic support to our Advisor team. You’ll work with high-net-worth and sophisticated…
Added 8 days ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
This is a client-facing position that combines relationship management, operational excellence, and strategic support to our Advisor team. You’ll work with high-net-worth and sophisticated…
Added 8 days ago
R
Associate
RBC
Toronto, ON
- Full-time
This is a client-facing position that combines relationship management, operational excellence, and strategic support to our Advisor team. You’ll work with high-net-worth and sophisticated…
Added 8 days ago
CF
Senior Business Processing Associate
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Senior Business Processing Associate to join our Client Experience team. In this role, the successful candidate will be the subject matter expert and internal…
Added 9 days ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
You will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution to CIBC…
Added 9 days ago
CG
Investment Banking Associate - Mining
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 12 days ago
SS
Marchés Privés - Comptabilité et administration des fonds, associé/e principal/e/Privates Markets- Fund Accounting & Administration, Senior Associate
State Street
Montreal, QC
- Full-time
As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data for global real estate funds and affiliated entities
Added 14 days ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
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…
Added 14 days ago
DF
Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
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.…
Added 14 days ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
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…
Added 14 days ago
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Associate Director, National Accounts
BMO
Calgary, AB · CALG
- Full-time
Primary accountability for the Associate Director, National Accounts will be to support the monitoring of select portfolios in our group and ensuring operation in good standing along with…
Added 14 days ago
DF
Associate- Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
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.…
Added 15 days ago
B
Associate Director, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
Build strong relationships across Wealth Management, Operations, Compliance, Risk, and Technology teams.
Added 15 days ago
C
Associate, Global Investment Banking
CIBC
Toronto, ON
- Full-time
The Global Mining team is a leading provider of investment banking services to existing and prospective metals & mining companies globally. The team’s coverage strategy spans North America,…
Added 16 days ago
RD
Senior Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Senior…
Added 16 days ago
RB
Senior Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Senior…
Added 16 days ago
B
Senior Client Service Associate
BMO
Toronto, ON · FCP
- Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing…
Added 16 days ago
CG
Senior Associate, Client Services (Licensed)
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Senior Associate, Client Services (Licensed) - Stenner Wealth Partners+

Dimensional Fund Advisors

Senior Associate - Wealth Management (Global Client Group)

Vancouver, BC, 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 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
Presentation skills
Communication
Interpersonal skills
Excel
Access
Project management
Financial analysis

Benefits

Comprehensive benefits
Educational initiatives

Visa sponsorship

Not detected in the job text

Keywords

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

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