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Added 10 mins ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
Carry out routine operations related to financial transactions (e.g., purcha
Added 10 mins ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
Added 10 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Added 10 mins ago
NB
Banking advisor
National Bank of Canada
Gatineau, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 mins ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
Added 40 mins ago
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Tesla Advisor, Delivery
Tesla
Hamilton, ON
- Part-time
As a Tesla Advisor, Delivery, your primary focus is on enhancing operational efficiency to boost store productivity. The Tesla Advisor, Delivery, supports customers after they place a…
Added 1 hour ago
FH
Pharmacist (Casual - All locations)
Fraser Health Authority
Surrey, BC
- $54.49 to $68.1 CAD / hour
- Full-time
Added 1 hour ago
FH
Pharmacist, Community Pharmacy Services - Downtown Community Health Clinic - Vancouver
Fraser Health Authority
Vancouver, BC
- $54.49 to $68.1 CAD / hour
- Part-time
Added 4 hours ago
Business Developer (FX Financial Solutions)
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Toronto, ON
Added 6 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Added 6 hours ago
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Advisor, Product administration
Desjardins
Montreal, QC
- Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…
Added 7 hours ago
IR
Senior Regulatory Advisor
Island Regulatory and Appeals Commission
Charlottetown, PE
- Full-time
Reporting to the Director of Finance and Regulatory Affairs, the Senior Regulatory Advisor supports the Commission with its regulatory mandate and contributes to informed, evidence-based…
Added 7 hours ago
AI
Sales Account Executive
Avant Imaging & Information Management, Inc.
Toronto, ON · Scarborough, ON
- Full-time
The Sales Account Executive is responsible for managing and growing a portfolio of Financial Services clients. This role
Added 11 hours ago
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Account Manager - Temporary
Monks
Toronto, ON
- $45 to $60 CAD / hour
- Full-time
Added 12 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
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G
Associate Vice President, Retirement
Gallagher
Toronto, ON
- Full-time
Added 13 hours ago
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Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
Added 15 hours ago
NB
Senior Advisor Financial Statements
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Advisor in the fund accounting operations sector at National Bank means contributing to the delivery of various deliverables by working in synergy with your team.
Added 15 hours ago
CR
Controller
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Vaughan, ON
- $120,000 to $140,000 CAD / year
- Full-time
Added 18 hours ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
Added 18 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
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Added 18 hours ago
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Gauthier Chrysler Dodge Jeep RAM
Winnipeg, MB
- Full-time
Added 19 hours ago
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Développeur logiciel / Software developer
Airbus Aircraft
Montreal, QC
- Full-time
Added 19 hours ago
FH
Pharmacist, Community Pharmacy Services
Fraser Health Authority
Vancouver, BC
- $54.49 to $68.1 CAD / hour
- Full-time
Added 20 hours ago
IW
Associate Financial Advisor
IPC Wealth
Dartmouth, NS
- Full-time
We believe great financial advice goes beyond managing investments.

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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