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Added 13 mins ago
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Lifecycle Marketing Manager, Silvie
Pontosense
Toronto, ON
- Full-time
January brings families to Silvie. Lifecycle is what keeps them, and turns them into the people who tell their friends. Every email, push and in-app moment after the first purchase shapes…
Added 13 mins ago
MD
Construction Project Operations Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Construction Project Operations Manager
Added 13 mins ago
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Food Services Manager
COGIR Real Estate
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 13 mins ago
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Product Engineer, Mobile & UX
Pontosense
Toronto, ON
- Full-time
We're looking for a Product Engineer who loves building great software, cares about how people experience it, and is excited to push the boundaries of what's possible with AI. You'll work…
Added 13 mins ago
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Maintenance Coordinator YYZ
AvPosts
Mississauga, ON
- Internship
Reporting to: Maintenance Manager Location: Mississauga, Ontario Schedule: This role works an 11 hour shift (inclusive of 1 hour of unpaid breaks) Closing date: November 13, 2026 The big…
Added 13 mins ago
AU
Security Guard - Shopping Mall (Full Time)
Allied Universal
Winnipeg, MB
- $20 CAD / hour
- Full-time
Excellent people and customer service skills;
Added 13 mins 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 42 mins ago
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Senior Manager, Vendor Operations
Deluxe
SK
- Full-time
The Senior Manager, Vendor Operations is a senior leadership role responsible for overseeing the execution and continuous improvement of end-to-end dubbing vendor operations.
Added 42 mins ago
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Quality Lead
Accenture
Toronto, ON
- Full-time
You'll work alongside people who think big and act bold: project managers, engineers, technologists and strategists who pair real-world delivery with AI. And you won't be handed a slice of…
Added 42 mins ago
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Plastic & Reconstructive Surgeon
The Hospital for Sick Children
Toronto, ON
- Full-time
…without the skills, knowledge and experience of the extraordinary people who come to work here every day. SickKids is committed to ongoing learning and development, and features a caring…
Added 42 mins ago
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Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
- Part-time
Are you looking for a place where people truly matter? At Covenant Health, we believe our team is what makes us special. As one of Alberta’s Top Employers for the past decade with one of…
Added 43 mins ago
FH
Registered Nurse, Emergency - Specialty Qualified - Royal Columbian Hospital
Fraser Health
New Westminster, BC
- Full-time
Participates on nursing committees, care conferences and councils as assigned or as agreed to with the Manager.
Added 57 mins ago
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Customer Relations Specialist
Explore!
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
…holder, we pride ourselves on doing the right thing, by our people, our customers, and the planet. In a complicated world that's full of potential, we strive to be better than…
Added 1 hour ago
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Shift manager - fast food restaurant
McDonald's
Langdon, AB
- Full-time
Added 1 hour ago
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Shift manager - fast food restaurant
KFC Canada (Yum! Brands Subsidiary)
NS · New Waterford, NS
- Full-time
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Manager, restaurant
Buffet Royale Carvery
AB · Edmonton, AB
- Full-time
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Restaurant manager
Tim Hortons Québec
Pelham, ON
- Full-time
Added 1 hour ago
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Restaurant manager
Osmow's
Toronto, ON · Etobicoke, ON
- Full-time
Added 1 hour ago
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CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Hamilton, ON
- $18.42 to $27.02 CAD / hour
- Full-time
Are you passionate and dedicated to making a positive impact on people’s health and wellness? Do you thrive on having the satisfaction of being on a driven team of industry experts and…
Added 1 hour ago
Advanced Care Paramedic - Emergency Department
Nova Scotia Health and IWK Health
Dartmouth, NS
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…
Added 1 hour ago
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Senior Engineer, Rotating Equipment, Heartland Petrochemical Complex
Inter Pipeline
AB · Strathcona County, AB
- Full-time
…effectively. In every part of our organization, you will find people with a sense of purpose and a shared ethos - motivated, engaged, exploring new ideas and pushing for continuous…
Added 1 hour ago
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Commercial Manager – Industry Key Accounts
Royal Van Leeuwen
Bolton, ON
- Full-time
Ensure appropriate people management (based on HR wheel) with support from the responsible HR Manager
Added 1 hour ago
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Restaurant manager
Subway
Sudbury, ON · Greater Sudbury, ON
- Full-time
Added 1 hour ago
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Shift manager - fast food restaurant
Subway
Sudbury, ON · Greater Sudbury, ON
- Full-time
Added 1 hour ago
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Recruiter
Dexterra Group
Mississauga, ON
- Full-time
…part-time opportunities at any given time. We aim to provide our people with more than just a job – we offer fulfilling opportunities in a culture that promotes stability, diversity and…

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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