Senior Associate, Wealth Management & Advisor Relationships

Dimensional Fund Advisors; Vancouver; Hybrid; CAD 82,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits

Hybrid work model

Job summary

Dimensional Fund Advisors’ Canadian Wealth Management group is seeking a Senior Associate to support senior relationship managers and grow client relationships with financial advisors in the Vancouver area.

The role involves articulating investment concepts, delivering presentations, and collaborating across teams. A CFA/MBA is preferred, with 4+ years in financial services, and a hybrid-office schedule is available. Competitive CAD 82,000–120,000 salary plus discretionary bonus.

Qualifications

• MBA and/or CFA strongly preferred.
• 4+ years of experience in the Financial Services/Investment industry.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented with capability of managing multiple projects and meeting deadlines.

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.

Skills

Analytical skills

Quantitative problem-solving

Verbal and written communication

Detail orientation

Teamwork

Education

MBA and CFA preferred

Tools

Excel

Access

Job description

Dimensional Fund Advisors’ Canadian Wealth Management group is seeking a Senior Associate to support senior relationship managers and grow client relationships with financial advisors in the Vancouver area.

The role involves articulating investment concepts, delivering presentations, and collaborating across teams. A CFA/MBA is preferred, with 4+ years in financial services, and a hybrid-office schedule is available. Competitive CAD 82,000–120,000 salary plus discretionary bonus.