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Senior Associate, Wealth Management
2 months ago
Job Title: Senior Associate, Wealth Management
About the Role:
Dimensional Fund Advisors is seeking a highly skilled and motivated Senior Associate to join our Canadian Wealth Management team. As a key member of our team, you will be responsible for providing relationship management and analytical support to help grow existing relationships and develop net new business for Dimensional.
Key Responsibilities:
- Articulate complex investment principles and capital market research to financial advisors
- Develop and deliver complex and 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
About Dimensional:
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.
