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Added 6 mins ago
DF
Systems Engineer
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Occupational Experience & Education Requirements
Added 6 mins ago
NS
Pharmacist - Clinical Pharmacy
Nova Scotia Health Authority
Halifax, NS
- Full-time
Under the direct supervision of the Manager Clinical Services, the Pharmacist will participate in the provision of direct pharmaceutical care to inpatients/outpatients as a member of the…
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Manager, Disability & Risk Management
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ON · Greater St-Catharines-Niagara Metropolitan Area
- Full-time
The Manager, Disability & Risk Management provides leadership and subject-matter expertise
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NS
Advanced Care Paramedic - Emergency Department
Nova Scotia Health Authority
Dartmouth, NS
- Internship
Reporting to the Health Services Manager, the Advanced Care Paramedic is assigned tasks by the Clinical Leader and works in collaboration with other interdisciplinary team members to meet…
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GC
Part-time Booking and Entertainment Services Host - Toronto
Great Canadian Entertainment
Toronto, ON
- Part-time
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Labour Relations Officer
Winnipeg Regional Health Authority
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Reporting to the Manager, Labour Relations, the Labour Relations Officer is responsible for the provision of comprehensive Human Resources services throughout the region including the…
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Service Advisor
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Manager, Analytical R&D (Lab Automation)
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Toronto, ON · Etobicoke, ON
Added 21 mins ago
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Manager, Corporate Compliance
Apotex
Toronto, ON · North York, ON
- $96,551 to $160,918 CAD / year
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Senior Manager, Technology Transformation
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Toronto, ON
- Contract
Product Roles and Accountabilities: Hands-on experience defining and implementing Product Owner, Product Manager, and related roles, decision rights, responsibilities, and accountability…
Added 36 mins ago
AN
Senior Project Manager (Engineering)
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Senior Project Manager will be responsible for managing project delivery, contract administration, stakeholder coordination, quality assurance, and client relationships, while also…
Added 36 mins ago
DM
Production Manager
DSG Mouldings Ltd
Richmond, BC
- Full-time
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Bulk Barn
Kitchener, ON
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Part- Time Fitness Leader ID #1614
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Assist and work with the Duty Manager in the event of an emergency or building evacuation.
Added 1 hour ago
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Logistic Supervisor
Provincial Health Services Authority
Victoria, BC
- Full-time
Reporting to the Assistant Manager, Logistics, this position is responsible for the coordination of and workflow practices within the Logistics Department including supervising staff,…
Added 1 hour ago
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Psychologist
Provincial Health Services Authority
Vancouver, BC
- Temporary
…Psychology or designate and in collaboration with the Clinic/Program Manager/Director (if…
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Food Services Manager
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Windsor, ON
- Full-time
Embrace the role of Culinary Manager and become a values-driven leader adept at managing our culinary and dining department. Your flair for creativity and culinary expertise will come to…
Added 1 hour ago
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Addictions Counsellor Oak Tree Clinic BCW
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Vancouver, BC
- Part-time
Functions as a case manager for specified number of clients by completing forms relevant to ongoing and after care planning and gathers information from addictions and mental health…
Added 1 hour ago
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Coordinator, Information Management / Coordinateur, Gestion de l’information
CATSA / ACSTA
Ottawa, ON
- $62,889 to $78,610 CAD / year
- Contract
The Coordinator, Information Management, reporting to the General Manager, Corporate Security, Facilities and Information is responsible for providing day-to-day delivery and support of…
Added 1 hour ago
AU
Security Guard - Shopping Mall (Full Time)
Allied Universal
Winnipeg, MB
- $20 CAD / hour
- Full-time
Fully support the Manager’s “Green” initiatives at the Property and those of the tenants and merchants at the Property.
Added 1 hour ago
Short Order Cook- Nutrition and Food Services
Nova Scotia Health and IWK Health
Canso, NS
Under the direction of the Manager, the Cook I is responsible for the preparation and cooking of food as required for the patient/client menu. The Cook I follows quantity recipes ensuring…
Added 1 hour ago
K
US Sales Manager for Children's Online Courses (Remote)
Kodland
Remote, Canada
- Full-time
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Added 1 hour ago
A
Quality Lead
Accenture
Toronto, ON
- Full-time
…alignment with the (Integrated) Project Delivery Team and Senior Manager, CP Quality…
Added 1 hour ago
TH
Plastic & Reconstructive Surgeon
The Hospital for Sick Children
Toronto, ON
- Full-time
…through the integration of healthcare, leading-edge research and education. Our reputation would not have been built - nor could it be maintained - without the skills, knowledge and…
Added 1 hour ago
CH
Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
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…beyond. The Licensed Practical Nurse reports to the NICU Unit Manager and is an integral member of the multidisciplinary team caring for newborns. The LPN provides nursing assessments,…

Richardson Wealth Ltd

Managed Accounts Analyst

Toronto, ON, Canada

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

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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.

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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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