Build Your Career in Financial Analysis

We're a small team working with clients across Ontario who need honest advice about investment instruments. No corporate ladders here — just real work that matters to real people planning their futures.

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What It's Actually Like Working Here

Look, we're not going to tell you we have ping-pong tables or unlimited snacks. What we do have is a team that genuinely cares about helping clients make informed decisions about their money.

Most of our work involves analyzing market instruments, building risk models, and explaining complex financial products in language that doesn't require a PhD to understand. Some days you're knee-deep in spreadsheets. Other days you're on calls with clients who just want to know if their retirement plan makes sense.

The team is small — about twelve people total. Everyone knows what everyone else is working on, and we actually talk to each other instead of sending endless email chains. You'll get direct exposure to client work from day one, which means faster learning but also more responsibility.

Team workspace with financial analysis tools and collaborative environment

Open Positions

Investment Portfolio Analyst

Full-time Mount Albert, ON Start: September 2025

We're looking for someone who can dig deep into portfolio performance and help our clients understand what's actually happening with their investments. You'll work directly with data, build models, and communicate findings in ways that make sense to people who aren't financial experts.

  • Analyze investment portfolios across multiple instrument types
  • Build risk assessment models for client accounts
  • Prepare reports that explain performance without the jargon
  • Work with advisors to identify rebalancing opportunities
Apply for This Role

Client Relations Specialist

Full-time Mount Albert, ON Start: October 2025

This role is about being the bridge between complex financial instruments and clients who need clarity. You'll handle inquiries, explain investment options, and make sure people feel informed rather than overwhelmed. Patience and clear communication matter more than financial credentials here.

  • Respond to client questions about their investment accounts
  • Explain instrument options in straightforward language
  • Schedule consultations and follow up on client concerns
  • Coordinate with analysts to address specific portfolio questions
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Research Associate

Full-time Mount Albert, ON Start: November 2025

You'll spend your time tracking market trends, evaluating new investment instruments, and keeping the team informed about what's changing in the financial landscape. This is a good fit if you like diving into data and can distill complex information into actionable insights.

  • Monitor market trends affecting Canadian investment instruments
  • Research emerging financial products and assess viability
  • Prepare briefings on regulatory changes impacting clients
  • Support portfolio analysts with specialized market data
Apply for This Role

Meet Some of Our Team

Freja Lindström, Senior Portfolio Analyst at Dynamex Edge

Freja Lindström

Senior Portfolio Analyst

"I joined in 2022 because I wanted to work somewhere that didn't treat clients like account numbers. The work is challenging, but it feels meaningful."

Maeve Callahan, Client Relations Lead at Dynamex Edge

Maeve Callahan

Client Relations Lead

"What I appreciate most is that we're encouraged to be honest with clients. If something doesn't make sense for them, we say so."

Collaborative workspace showing financial analysis and team discussion