Senior Associate - Wealth Management (Global Client Group) | Rozgoo | Rozgoo

Dimensional

Toronto, CA · On-site · Full-time

Senior Associate - Wealth Management (Global Client Group)

₹50.0L – ₹73.2LPosted 11 days ago

Location: Toronto, CA
Work mode: On-site
Employment: Full-time
Salary: ₹50.0L – ₹73.2L
Experience: Senior · 2–5 yrs
Education: bachelor's

© 2026 Rozgoo

About the role

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $82,000 - $120,000 This role may also be eligible to receive a discretionary bonus. 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 …

Requirements

Bachelor's degree in finance or related field
2-5 years experience in wealth management
Knowledge of investment products and strategies
Strong client relationship skills
Financial advisory certifications preferred

Skills

wealth management
financial advisory
client relationship management
investment strategies
portfolio management
risk assessment
financial planning
customer service
certified financial planner
chartered financial analyst
client acquisition
discretionary bonus understanding

Benefits

Bonus & Incentives
Health Insurance
Paid Leaves

About the company

Dimensional

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated today.

Dimensional

Senior Associate - Wealth Management (Global Client Group)

₹50.0L – ₹73.2L