Analyst/Associate - Wealth Management (Global Client Group)

Dimensional Fund Advisors; Vancouver; On-site; CAD 57,000 - 73,000; Full time

Job summary

Dimensional Fund Advisors in Vancouver, BC, seeks an analyst who can articulate complex investment principles to financial advisors, educate on portfolio construction, and provide responsive client service across a broad range of questions.

The role emphasizes developing portfolio analyses for current clients and prospects, updating investment materials, maintaining CRM records, and partnering with Senior Relationship Managers to deepen advisor relationships.

Qualifications

• Bachelor’s degree in a relevant discipline is preferred.
• Corporate environment experience is preferred, ideally in financial services.
• Strong analytical and quantitative problem-solving abilities.
• Excellent verbal and written communication and interpersonal skills.
• Ability to build and sustain relationships with internal stakeholders, clients, and senior managers.
• Detail-oriented with ability to manage multiple projects and meet deadlines.
• Strong computer skills in Excel and Access; quick to learn other tools.

Responsibilities

• Articulate complex investment principles and market research to financial advisors.
• Educate advisors on portfolio solutions and their construction.
• Provide client service support across a wide range of questions.
• Construct complex portfolio analysis for current clients and prospects.
• Develop and update investment-related marketing materials and reports.
• Maintain accurate client records using the CRM.
• Collaborate with Senior Relationship Managers to strengthen advisor relationships.
• Engage with colleagues across Global Client Group and other offices.
• Develop robust understanding of the advisor industry and practices.
• Interact with advisors on practice management issues.

Skills

Analytical skills

Quantitative problem-solving

Verbal communication

Written communication

Interpersonal skills

Relationship building

Attention to detail

Project management

Education

Bachelor's degree or equivalent

Tools

Excel

Access

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: $57,000 - $73,000 This role may also be eligible to receive a discretionary bonus.

Key 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.
• Provide support to clients on a wide range of questions related to our client service offering, including obtaining information from internal subject matter experts, when required.
• Constructing complex portfolio analysis for current advisor’s clients and prospects.
• Assisting in the development and updating of investment related marketing materials, charts and scheduling reports.
• Maintain accurate client records using our advanced CRM system.
• Partnering with Senior Relationship Managers to develop strong business and personal relationships with key advisor clients.
• Build relationships with colleagues across the Global Client Group and other internal departments, both locally and in our other global offices.
• Developing a robust understanding of the advisor industry and related business practices.
• Interacting with advisors on practice management related issues.

Qualifications, Experience and Characteristics

• Suitable for the Role
• Bachelor’s degree, or equivalent, in a relevant discipline is preferred.
• Previous experience within a corporate environment preferred, ideally within financial services.
• Strong analytical skills and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• An ability to develop and sustain relationships with internal stakeholders, our clients, and senior managers.
• Detail-oriented with capability of managing multiple projects and meeting deadlines.
• Strong computer skills (Excel and Access) with the ability to learn additional technical applications as needed #LI-Hybrid

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. At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value‑added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world‑class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

For more information about Dimensional and our current opportunities, please visit our Careers site.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility.

Most roles fit our office‑first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in‑person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

Please discuss with your Recruiter to confirm the details for this specific role.

Resumes and portfolios (when applicable) are required as part of your application.

Here at Dimensional, we strive to be an inclusive workplace for all.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.