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Added 1 hour ago
C
Marketing & Communications Specialist
CGT
Kelowna, BC
- $65,000 to $75,000 CAD / year
- Full-time
…materials serving decking, roofing, automotive, and industrial markets since 1869. CGT’s technical expertise and manufacturing excellence ensure Tufdek products meet the highest standards…
Added 3 hours 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 3 hours 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 5 hours ago
Sr Regional Health & Safety Manager
Amrize
Mississauga, ON
The Senior Regional Manager Health & Safety (H&S) continuously monitors and improves H&S performance through communication, implementation of corrective actions for identified risks and…
Added 6 hours ago
CP
AI Product Owner
Constellation Payments
Toronto, ON
- Full-time
3+ years as a Product Owner, Technical Product Manager or equivalent, owning a backlog and delivering software with an Agile engineering team.
Added 9 hours ago
H
Branch Operations Manager, British Columbia
Hussmann
Burnaby, BC
- Full-time
The Branch Operations Manager leads the day-to-day operations of a commercial refrigeration service and installation business in British Columbia. The role is responsible for managing field…
Added 9 hours 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 9 hours 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 13 hours ago
T
Account Manager
TransPerfect
Montreal, QC
- Full-time
The Account Manager role is an entry-level sales position with additional marketing responsibilities. You will manage and grow a portfolio of existing accounts while identifying and…
Added 13 hours ago
S
Manager, Regional Business Management and Planning (English/Spanish) - International Banking
Scotiabank
Toronto, ON
- Full-time
The Manager, Regional Business Management and Planning supports the execution of International Commercial Banking’s planning and performance management activities across the region. The…
Added 13 hours ago
T
Account Manager
TransPerfect
Toronto, ON
- Full-time
The Account Manager role is an entry-level sales position with additional marketing responsibilities. You will manage and grow a portfolio of existing accounts while identifying and…
Added 15 hours ago
M
Client Portfolio Manager
ModernAdvisor
Vancouver, BC
- Full-time
As demand for personalized advice continues to grow, we are expanding our Personal Portfolio Manager business, a service model designed to provide clients with direct access to professional…
Added 15 hours 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 15 hours 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 17 hours ago
P
Branch Operations Manager, British Columbia
Panasonic
Burnaby, BC
- Full-time
The Branch Operations Manager leads the day-to-day operations of a commercial refrigeration service and installation business in British Columbia. The role is responsible for managing field…
Added 18 hours ago
RP
Counter Sales Representative
Reliable Parts Ltd.
Mississauga, ON
- Full-time
We are a leading distributor of appliance parts in the US and Canadian markets. With over 60 branch locations and multiple distribution centers, we provide service to customers in multiple…
Added 20 hours ago
BH
Sales Representative - Edmonton/Northern AB
Bausch Health Companies Inc.
AB · Edmonton, AB
- Internship
Focuses on territory sales targets, new business development, and troubleshooting on problem or key markets.
Added 21 hours 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 21 hours 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 1 day ago
BI
Technical Inside Sales Manager
Bray International, Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
The Technical Inside Sales Manager is the main point of contact for customer support within the inside sales department. This role supervises the inside sales and customer service teams for…
Added 1 day ago
J
VIP Insurance Broker
JobsMedia.io
Toronto, ON
- Full-time
We are currently recruiting for a Private Client Account Manager on behalf of a boutique brokerage in the Greater Toronto Area.
Added 1 day 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 1 day 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 day ago
E
Program Manager
Equus
Bath, ON · Loyalist Township/Bath, Ontario
- $32.5 CAD / hour
- Full-time
The Program Manager reports to the Project Director for a given region and provides leadership through planning, implementing, coordinating, and evaluating Agilec sites/projects to ensure…
Added 1 day ago
CM
Store Manager - Parksville
Choices Market
Parksville, BC
- Full-time
…quality driven leadership style. Alongside the Assistant Store Manager you will be responsible for team member hiring, development and administration, as well as ensuring the delivery of…

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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