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DIDimensional logo

Dimensional

Vancouver, Canada

Associate - Wealth Management (Global Client Group).

$57K–73K/YR
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 (of between 0 -15% of the base salary) Job Description: 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. Analysts 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 #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. 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. 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.
Pay
$57k–73k/yr
Where
Vancouver, Canada
Work
Not stated
Type
Not stated
Posted
13 Oct, 2026
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