{"id":1409513,"url":"https://alion.io/job/dimensional-fund-advisors-analystassociate-wealth-management-global-client-group-2","title":"Associate- Wealth Management (Global Client Group)","company":{"id":704274,"name":"Dimensional Fund Advisors","domain":"dimensional.com","url":"https://alion.io/company/dimensional-fund-advisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":95,"open_postings":10,"ghost_share":0,"stale_share":0.2,"repost_share":0,"time_to_fill_p50_days":51,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":57000,"max":73000,"currency":"CAD","period":"year","gross":null,"usd_annual":51353},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-28T18:52:05Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-23T08:58:56Z","board_verified":true,"closed_at":null,"days_open":26,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":25},"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:\n$57,000 - $73,000\n\nThis role may also be eligible to receive a discretionary bonus (of between 0 -15% of the base salary)Job Description:\nThe 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.\nAssociates 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.\nKey Responsibilities\nArticulating complex investment principles and capital market research to financial advisors.\nEducating financial advisors on why and how our portfolio solutions are constructed and work the way they do.\nProvide 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.\nConstructing complex portfolio analysis for current advisor’s clients and prospects.\nAssisting in the development and updating of investment related marketing materials, charts and scheduling reports.\nMaintain accurate client records using our advanced CRM system.\nPartnering with Senior Relationship Managers to develop strong business and personal relationships with key advisor clients.\nBuild relationships with colleagues across the Global Client Group and other internal departments, both locally and in our other global offices.\nDeveloping a robust understanding of the advisor industry and related business practices.\nInteracting with advisors on practice management related issues.\nQualifications, Experience and Characteristics Suitable for the Role\nBachelor’s degree, or equivalent, in a relevant discipline is preferred.\nPrevious experience within a corporate environment preferred, ideally within financial services.\nStrong analytical skills and quantitative problem-solving skills.\nExcellent verbal and written communication and interpersonal skills.\nAn ability to develop and sustain relationships with internal stakeholders, our clients, and senior managers.\nDetail-oriented with capability of managing multiple projects and meeting deadlines.\nStrong computer skills (Excel and Access) with the ability to learn additional technical applications as needed\nDimensional 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.\nIt is the policy of the Company to provide equal opportunity for all employees and applicants. 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