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Senior Associate, Wealth Management

4 months ago

Toronto, Canada Dimensional Fund Advisors Full time

Job Description:

Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. 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. 

Reporting to a Senior Relationship Manager the Senior Associate will 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. 

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

Interacting with advisors on practice management related issues

Partnering with Senior Relationship Managers and developing strong business and personal relationships with key advisor clients

Developing and delivering complex and educational investment presentations to financial advisors

Developing and facilitating the production of complex client driven requests among a team of Associates

Developing a robust understanding of the advisor industry and related business practices

Qualifications:

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

#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.