Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 6 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 21 mins ago
T
Bodily Injury, Claims Advisor II
TD
Burlington, ON · Markham, ON
- Full-time
This is a primarily onsite position, with an expectation to work from the office 4 days per week
Added 36 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 1 hour ago
T
Bodily Injury, Claims Advisor II
TD
Burlington, ON
- Full-time
This is a primarily onsite position, with an expectation to work from the office 4 days per week
Added 1 hour ago
VB
Technical Marketing Specialist
Vale Base Metals
Toronto, ON
- Full-time
We are a global mining company dedicated to safely delivering nickel, copper, cobalt, and platinum group metals essential for the world’s energy transition.
Added 1 hour ago
VB
Sr. Specialist - Project Risk Management
Vale Base Metals
Toronto, ON
- Full-time
We are a global mining company dedicated to safely delivering nickel, copper, cobalt, and platinum group metals essential for the world’s energy transition.
Added 1 hour ago
VB
Senior Analyst, Sales Reporting
Vale Base Metals
Toronto, ON
- Full-time
We are a global mining company dedicated to safely delivering nickel, copper, cobalt, and platinum group metals essential for the world’s energy transition.
Added 1 hour ago
VB
Specialist, Technical - Business Planning Architecture
Vale Base Metals
Toronto, ON
- Full-time
We are a global mining company dedicated to safely delivering nickel, copper, cobalt, and platinum group metals essential for the world’s energy transition.
Added 1 hour ago
CB
Gestionnaire de plateforme de données d'entreprise/ Enterprise Data Platform Manager
Cannara Biotech Inc.
Montreal, QC
- Full-time
Added 2 hours ago
M
Senior Manager, Audit Services
Manulife
Toronto, ON · Waterloo, ON
- Full-time
About the Audit Group: Join Manulife's Audit and Advisory Services team, where we partner with management to enhance risk control and organizational resilience. We deliver insightful…
Added 3 hours ago
A
Portfolio Administrator - AM-26-226
Aviso
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
Reporting to the Senior Manager, MAP Trading, the Portfolio Administrator is responsible for the daily portfolio administration of Credential's Separately Managed Account (SMA) programs and…
Added 3 hours ago
TR
Vice-président(e) exécutif(ve) (VPE)
Tender Retail
ON · Ontario, Canada
- Full-time
Reporting to a Group Leader within Harris, the EVP is accountable for the unit’s strategy, profitability and growth across all functional areas: sales, support, product development and…
Added 4 hours ago
B
Senior Associate, Account Transfers
BMO
Toronto, ON · YNG
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 4 hours ago
RS
Accounting Manager
Red Sands Plumbing & Electric
Charlottetown, PE
- Full-time
Red Sands Group is hiring an Accounting Manager to run the day-to-day accounting, payroll, and benefits for Red Sands Plumbing & Electric, Red Sands Insulation, and several holding…
Added 4 hours ago
BH
Senior Manager, Supportive Housing Delivery
BC Housing
Burnaby, BC
- Full-time
An active Social Club that organizes special events like seasonal parties and arranges group discounts to other events.
Added 4 hours ago
NB
Account Manager, Business Flex
National Bank of Canada
AB · Edmonton, AB
- Full-time
Pursuing a career as a Flex Business Account Manager means being part of a dynamic team surrounded by experts. It also involves taking charge of entrepreneurial clients who contact Flex…
Added 5 hours ago
GC
Credit Analyst
GMS Canada
Nanaimo, BC
- Full-time
Reporting to the Credit Manager, the Credit Analyst focuses on key customer accounts as well as working with the AR team providing support where needed. The shifts are Monday - Friday, and…
Added 5 hours ago
GC
Credit Analyst
GMS Canada
Victoria, BC
- Full-time
Reporting to the Credit Manager, the Credit Analyst focuses on key customer accounts as well as working with the AR team providing support where needed. The shifts are Monday - Friday, and…
Added 5 hours ago
GC
GMS Canada / Home Depot Account Manager
GMS Canada
AB · Corporate ON (CAN)
- Full-time
Working closely with GMS purchasing, operations, sales, finance, branch leadership, and the THD team, the Account Manager will ensure customer requirements are clearly communicated and…
Added 5 hours ago
GC
Credit Analyst
GMS Canada
Calgary, AB
- Full-time
Reporting to the Credit Manager, the Credit Analyst focuses on key customer accounts as well as working with the AR team providing support where needed. The shifts are Monday - Friday, and…
Added 5 hours ago
T
KYC Senoir Manager
TEKsystems
Toronto, ON
- $60 to $70 CAD / hour
- Contract
…et TEKsystems Global Services sont des entreprises dAllegis Group. Découvrez dautres informations à…
Added 5 hours ago
BI
Bilingual Client Service Associate
BMO Insurance
Toronto, ON
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 5 hours ago
E
Business Line Manager - Surface Division
Epiroc
Mississauga, ON
- Full-time
Company matching group retirement savings plan.
Added 6 hours ago
M
Restaurant Manager
Moxies
Cranbrook, BC
- 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…
Added 6 hours ago
B
Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…

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

Report this job

Work requirements

Jobs in Canada