Associate, Global Client Group - Toronto, Canada - Dimensional Fund Advisors

Dimensional Fund Advisors

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Notes to applicants:

Most roles at Dimensional will be part of our bestofboth hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

Job Description:

The Global Client Group (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. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide a better investment experience.

The Associate will support senior staff in business development and retention activities for our clients who are primarily fee-only Financial Advisors.

With initiative and proven success, the Associate will have the opportunity to work closely with clients and perform external-facing tasks.

Responsibilities:

Work closely with Senior Relationship Managers in educating financial advisors on Dimensional's investment approach and the analytical tools & communication resources available to them.
Developing and constructing complex portfolio analysis for current Advisor clients and prospects.
Identifying and discussing key findings of portfolio analyses with advisors.
Answering ad hoc investment questions and related client service questions from financial advisors.
Assisting in the development and updating of investment related marketing materials, charts, and scheduled reports.
Developing a robust understanding of Financial Advisor business practices.
Developing a deep understanding of the financial services industry in Canada.

Qualifications:

Bachelor's degree required with a strong academic record. 12 years' experience in the Financial Services Industry (including internships).
Solid understanding of Dimensional's investment philosophy
Strong analytical and quantitative problemsolving skills.
Excellent verbal and written communication and interpersonal skills.
Detailoriented with the ability to manage multiple concurrent priorities.
Able to work equally well in a team environment and independently.
Selfstarter who is capable of managing multiple projects and meeting deadlines.
Strong computer skills (Excel and Powerpoint) with the ability to learn programs as needed.
Intention to pursue outside investmentrelated education (e.g., MBA, CFA, CFP, CSC).

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.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees.

The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status.

This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.