Associate, Wealth Management (Global Client Group)

Dimensional Fund Advisors; Toronto; Hybrid; CAD 80,000 - 180,000; Full time

Job summary

Join a forward-thinking company as an Associate in Wealth Management, where you will provide vital relationship management and analytical support to enhance client experiences. This role offers the opportunity to articulate complex investment principles and collaborate with financial advisors to develop innovative solutions. You will engage with a diverse client set and contribute to transforming the investment landscape. The company values flexibility and in-person collaboration, creating an inclusive environment where your contributions matter. If you are passionate about finance and eager to make a difference, this is the perfect opportunity for you.

Benefits

Comprehensive Benefits

Educational Initiatives

Flexible Work Environment

Special Celebrations

Qualifications

• Bachelor’s degree in a relevant discipline is preferred.
• Strong analytical and quantitative problem-solving skills.
• Detail-oriented with capability of managing multiple projects.

Responsibilities

• Provide relationship management and analytical support.
• Educate financial advisors on portfolio solutions.
• Maintain accurate client records using CRM.

Skills

Analytical Skills

Quantitative Problem-Solving

Verbal Communication

Written Communication

Interpersonal Skills

Detail-Oriented

Project Management

Relationship Management

Education

Bachelor's Degree in Relevant Discipline

Tools

Excel

Access

Job description

Associate, Wealth Management (Global Client Group)

Join to apply for the Associate, Wealth Management (Global Client Group) role at Dimensional Fund Advisors

Associate, Wealth Management (Global Client Group)

Join to apply for the Associate, Wealth Management (Global Client Group) role at Dimensional Fund Advisors

• 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. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

Wealth Management Group - Associate

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. 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.

Associates 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.

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

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.

#LI-Hybrid

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Analyst

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