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Wealth Management Associate

1 week ago

Ottawa, Ontario, Canada Dimensional Fund Advisors Full time

Job Description:

At Dimensional Fund Advisors, we are committed to developing new business and managing current relationships with financial advisors. As a Senior Associate, you will play a key role in providing relationship management and analytical support to help grow existing relationships and develop net new business for our Canadian Wealth Management group.

Responsibilities:

  • Articulate complex investment principles and capital market research to financial advisors
  • Educate financial advisors on why and how our portfolio solutions are constructed and work the way they do
  • Interact with advisors on practice management related issues
  • Partner with Senior Relationship Managers and develop strong business and personal relationships with key advisor clients
  • Develop and deliver complex and educational investment presentations to financial advisors
  • Develop and facilitate the production of complex client-driven requests among a team of Associates
  • 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
  • Detail-oriented with capability of managing multiple projects and meeting deadlines
  • Intellectual curiosity with desire for self-improvement
  • Able to work equally well in a team environment and independently
  • Strong computer skills (Excel and Access) with the ability to learn programs as needed