Investment Relationship Manager

4 weeks ago


Toronto, Ontario, Canada Dimensional Fund Advisors Full time

Job Summary:

Dimensional Fund Advisors is seeking a highly skilled Investment Relationship Manager to join our Canadian Wealth Management group. As a key member of our team, you will be responsible for developing new business and managing existing relationships with financial advisors.

Key Responsibilities:

  • Articulate complex investment principles and capital market research to financial advisors
  • Develop and deliver educational investment presentations to financial advisors
  • Partner with Senior Relationship Managers to develop strong business and personal relationships with key advisor clients
  • Develop a robust understanding of the advisor industry and related business practices

Requirements:

  • MBA and/or CFA strongly preferred
  • Four plus years of experience in the Financial Services/Investment industry
  • Strong analytical skills and quantitative problem-solving skills
  • Excellent verbal and written communication and interpersonal skills

Dimensional Fund Advisors 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.



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