Find work in Canada.

575,904 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
B
Senior Analyst, Investment Platforms
BMO
Toronto, ON · FCP
- Full-time
Coordinate with Client Services group on account provisioning
Added 3 mins ago
B
Analyst, Investment Platforms
BMO
Toronto, ON · FCP
- Full-time
Coordinate with Client Services group on account provisioning
Added 3 mins ago
ES
Senior Business Analyst
eHealth Saskatchewan
SK · Saskatchewan
- $45.73 to $55.64 CAD / hour
- Full-time
Reporting to the Manager, Business Application Services, you will:
Added 3 mins ago
Scheduler, Home Support Services, Surrey, Casual
Fraser Health
Surrey, BC
Receives client feedback, complaints and inquiries; defers to other members of the health team regarding specific feedback, inquiries and complaints and/or changes in client's…
Added 3 mins ago
FH
Registered Nurse/Registered Psychiatric Nurse
Fraser Health
Mission, BC
- Full-time
…guidelines, ensuring equipment is in safe working condition, reporting unsafe, hazardous conditions and suspected resident/client abuse; completes reports and assists with investigation and…
Added 3 mins ago
FH
Youth Therapist, Substance Use Services
Fraser Health
Surrey, BC
- Full-time
Reporting to the Coordinator or designate, and reporting clinically to a DASW Supervisor as required, works from a framework of cultural safety and humility, supports care coordination…
Added 3 mins ago
FH
Scheduler
Fraser Health
Surrey, BC
- Part-time
Receives client feedback, complaints and inquiries; defers to other members of the health team regarding specific feedback, inquiries and complaints and/or changes in client's…
Added 3 mins ago
MB
Social Media Specialist
Maison Birks
Montreal, QC
- Full-time
Reporting to the Manager, Digital Marketing, the Social Media Specialist is responsible for developing and executing the social media strategy and content across Birks Group's social media…
Added 3 mins ago
WC
Business Development Representative (2026-402-CP)
WoodGreen Community Services
Toronto, ON
- Contract
…activity. Working in close collaboration with the Campaign Manager, Employment Consultants, the Coordinator of Brokered Incentive Agreements (wage subsidy agreements) and the Career Success…
Added 3 mins ago
CH
Deafblind Intervenor - Thunder Bay
Canadian Hearing Services
Thunder Bay, ON
- Contract
Canadian Hearing Services (CHS) has an opening for an Intervenor role based in Thunder Bay. Reporting to the Manager, Deafblind Intervening Services, the Intervenor will act as a…
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Smithers, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Nanaimo, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 3 mins ago
C
Manager, Housing and Rent Supplement Administration
Cota
Toronto, ON
- Full-time
MANAGER HOUSING AND RENT SUPPLEMENT ADMINISTRATION
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Prince George, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 3 mins ago
AG
SAP Senior Business Systems Analyst (SAP Finance)
Addmore Group
Oshawa, ON
- Full-time
Role: Reporting to the Manager, IT Product Delivery, this position is responsible for driving SAP Finance solution design, business process optimization, and stakeholder engagement to…
Added 3 mins ago
OS
Marketing Manager, Growth & Client Engagement
Opensity Solutions
Burlington, ON
- Full-time
The Marketing Manager, Growth & Client Engagement is responsible for developing and executing marketing strategies that support business growth, strengthen client relationships, and…
Added 3 mins ago
B
Senior Associate/Principal, Private Markets Risk
BCI
Victoria, BC
- $140,000 to $170,000 CAD / year
- Full-time
…the successful candidate’s experience and qualifications), reporting to the Senior Director, Private Markets…
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Kelowna, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Victoria, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Vancouver, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 18 mins ago
AB
Account Executive – Group Sales
Alberta Blue Cross
AB · Hybrid
- Full-time
Reporting to the Team Manager, Group Sales, this position focuses on the sale of health benefit plans for small to midsized employer groups. The Account Executive is responsible for…
Added 18 mins ago
KA
Analytics Engineer
Krux Analytics
Calgary, AB
- Full-time
We are seeking a Data Architect to join our team. Reporting to the Software Development Manager, you will be responsible for building the data infrastructure that is key to our products by…
Added 18 mins ago
CH
Senior Data Warehouse Developer
Calgary Homeless Foundation
Calgary, AB
- Full-time
Reporting to the Manager, Data Analytics & Business Intelligence, the Senior Data Warehouse Developer is responsible for developing and optimising CHF’s Data Warehouse, and associated…
Added 18 mins ago
DH
Home Support Worker, Relief
Dixon Hall
Toronto, ON
- Temporary
Reporting to the Manager, Assisted Living and Home Support Programs, the Home Support Worker (HSW) assists residents who are frail or ill to complete activities of daily living. The HSW…
Added 33 mins ago
C
Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
…This role directly assists the Senior Co-ordinator and Senior Manager in ensuring data integrity and operational excellence across the corporate real estate…

Richardson Wealth Ltd

Managed Accounts Analyst

Toronto, ON, Canada

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

Apply 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 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