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Added 28 mins ago
GC
Développeur(se) logiciel sénior, optimisation d'actifs 3D (C++) / Senior Software Developer, 3D Asset Optimization (C++)
Game Companies
Montreal, QC
- Full-time
Livrer ce travail sous la forme d'un service cloud automatisé fonctionnant à grande échelle.
Added 3 hours ago
MA
Client Experience Coordinator
MK Auto Group
Calgary, AB
- $45,000 to $47,500 CAD / year
- Full-time
MK Auto Group is a leader in collision repair, known for delivering outstanding service and top-quality repairs. We’re looking for a professional and personable Client Experience…
Added 3 hours ago
FH
Director, Conference Services and Catering
Fairmont Hotels & Resorts
Lake Louise, AB
- Full-time
Consistently offer professional, friendly and engaging service
Added 4 hours ago
RP
Pharmacy Manager
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $54 to $60 CAD / hour
- Full-time
As a Pharmacist at Rexall, you’ll ensure excellence in patient care, customer service, and operational efficiency. Your Patient focused responsibilities will include:
Added 4 hours ago
RP
Pharmacy Manager
Rexall Pharmacy Group Ltd.
Toronto, ON
- Full-time
As a Pharmacist at Rexall, you’ll ensure excellence in patient care, customer service, and operational efficiency. Your Patient focused responsibilities will include:
Added 4 hours ago
HT
Payroll Manager, Americas
Husky Technologies
Bolton, ON
- Full-time
…above market retirement savings plan and market competitive group…
Added 4 hours ago
E
Field Service Engineer
EvertzAV
Burlington, ON
- Internship
Must have a valid Ontario driver’s license
Added 4 hours ago
AG
Directeur(trice) adjoint(e) aux ventes - Action Grenier Autogroupe - Assistant Director of Sales
Action Grenier Autogroupe
Boucherville, QC
- Full-time
Results-oriented with a strong customer service focus.
Added 4 hours ago
MA
Senior Leader, Employee & Individual Benefits
Marsh Agency
Mississauga, ON
- Full-time
…insurance solutions – from specialty property and casualty and professional liability insurance to group and retiree benefits. Victor is committed to building on 65-plus years of experience…
Added 4 hours ago
MA
Senior Relationship Manager - Group Benefits
Marsh Agency
Mississauga, ON
- Full-time
…insurance solutions – from specialty property and casualty and professional liability insurance to group and retiree benefits. Victor is committed to building on 65-plus years of experience…
Added 4 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
This is a valued, permanent client service and planning support position. Licensing can broaden your responsibilities as a licensed assistant, with no expectation that you move into an…
Added 4 hours ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Customer-service mindset with professional judgment.
Added 5 hours ago
K
Collection Agent
Kelly
Mississauga, ON
- $21 CAD / hour
- Full-time
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks and work-related resources. Please note: The following benefits reflect Kelly's…
Added 5 hours ago
HT
Maître D
Hôtel Travelodge Québec
Quebec, QC
- Full-time
Strong knowledge of dining room service standards, service protocols, and professional etiquette.
Added 6 hours ago
XF
Office Administrator
Xeed Financial Group
Mississauga, ON
- Full-time
We specialize in Auto, Home, Commercial, Life, Travel, and Group Benefits Insurance. Our company is committed to delivering personalized insurance solutions, exceptional customer service,…
Added 6 hours ago
MA
Client Experience Coordinator
MK Auto Group
Calgary, AB
- $45,000 to $47,500 CAD / year
- Full-time
MK Auto Group is a leader in collision repair, known for delivering outstanding service and top-quality repairs. We’re looking for a professional and personable Client Experience…
Added 6 hours ago
MA
Errors & Omissions Claims Analyst (Temporary)
Marsh Agency
Canada
- Temporary
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 6 hours ago
MA
Health & Benefits COE Associate
Marsh Agency
Montreal, QC
- Full-time
This is an excellent opportunity for an experienced employee benefits professional who combines strong technical and analytical skills with a collaborative, quality-focused, and…
Added 8 hours ago
LM
Dual Lab Patient Technician & Mobile Lab Patient Technician
LifeLabs Medical Laboratory Services
Fort Frances, ON
- Part-time
Strong customer/patient service with the ability to relate to patients and clients even in stressful situations
Added 8 hours ago
E
Field Service Engineer
evertz.io
Burlington, ON
- Internship
Must have a valid Ontario driver’s license
Added 9 hours ago
Sales Associate
EssilorLuxottica Group
Abbotsford, BC
1+ years experience in retail or customer service
Added 9 hours ago
ZA
Full-time Star Attendant - Mercedes-Benz Toronto Queensway
Zanchin Automotive Group
Toronto, ON
- Full-time
Enhanced Group Benefits Program, including extended medical, dental, vision, life insurance…and so much more
Added 9 hours ago
RP
Pharmacist HSAA
Rexall Pharmacy Group Ltd.
AB · Edmonton, AB
- $52.63 to $66.34 CAD / hour
- Full-time
Provide professional advice and applicable dialogue with patients on prescription and OTC products to provide excellent customer service and maximize customer loyalty
Added 9 hours ago
RP
Pharmacist HSAA
Rexall Pharmacy Group Ltd.
AB · Edmonton, AB
- $52.63 to $66.34 CAD / hour
- Full-time
Provide professional advice and applicable dialogue with patients on prescription and OTC products to provide excellent customer service and maximize customer loyalty
Added 9 hours ago
SH
Banquets - Supervisor
Sandman Hotel Group
AB · Edmonton, AB
- Full-time
…for over 50 years. As Canada’s fastest-growing hospitality group, we believe the foundation of our continued success is our people and their ability to take great care of our…

Richardson Wealth Ltd

Managed Accounts Analyst

Toronto, ON, Canada

The expected annualized base salary range for this role is $60,000-$70,000.

Apply on jobs.dayforcehcm.com About employer

Applications open in a new tab.

Job details

Pay: The expected annualized base salary range for this role is $60,000-$70,000.
Experience: Minimum 1-3 years experience in a fee-based program
Posting language: English
Posted: Nov 3, 2026

Original job description

Who We Are:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group.

The successful candidate must have sound knowledge of investments markets, strong organizational skills, client-service orientation and ability to work under time constraints.

This is an existing vacancy

Duties and Responsibilities
• Responsible for account data management to ensure accuracy for trading and modeling operations and report dissemination
- Perform data reconciliation between custodial systems and the portfolio management and trading platform
- Manage data transmission workflow; troubleshoot and resolve discrepancies
- Maintain security corporate action processes, ensuring transactions are updated accurately and on timely basis
• Manage workflow and perform trade and modeling operations to support Managed Accounts’ central service activities
- Prepare and setup accounts on the portfolio management system for daily trading
- Track all trading requests received from Investment Advisor teams
- Assist the Managed Accounts trading team where required
- Post-trade review and audit of client holdings compared to assigned model weights
• Responsible for the production and dissemination of quarterly and annual reports ensuring data is accurate and sound

Qualifications
• Minimum 1-3 years experience in a fee-based program
• Strong service orientation that will be reflected in professional client interaction and quality of service delivered
• Experience in portfolio management tools and fee billing systems an asset
• Proficient in Microsoft Office Suite
• Ability to work independently with minimal guidance
• Very thorough and detailed oriented
• Excellent organizational, interpersonal, written and verbal skills
• Ability to work under time constraints in high volume situations
• Flexible, team player, self-starter

Education
• Canadian Securities Course (CSC) completed preferred
• Undergraduate degree in Business preferred

The expected annualized base salary range for this role is $60,000-$70,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

Apply on jobs.dayforcehcm.com About employer

More about this job

Responsibilities

The Managed Accounts Analyst is responsible for account data management, including reconciliation and trading operations to ensure accuracy. They also manage workflow for trade modeling and assist in the production of quarterly and annual client reports.

Requirements

Candidates should have 1-3 years of experience in a fee-based program and strong proficiency in portfolio management tools. An undergraduate degree in Business and the Canadian Securities Course (CSC) are preferred qualifications.

Skills

Account data management
Trading operations
Data reconciliation
Portfolio management
Client service
Microsoft Office Suite
Financial analysis
Workflow management
Trade modeling
Audit
Attention to detail
Organizational skills
Interpersonal skills
Written communication
Verbal communication
Time management

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Managed Accounts
Wealth Management
Trading Operations
Data Reconciliation
Portfolio Management
Fee-based program
Canadian Securities Course
CSC
Business
Corporate Actions
Model weights
Client reporting
Data transmission
Investment markets
Financial services
Microsoft Office
Trading platform
Account setup
Post-trade review
Audit

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Work requirements

Jobs in Canada