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Added 1 hour ago
PE
Human Resources Manager (Interim)
Phasor Engineering Inc
Calgary, AB
- Contract
Be part of a team that delivers projects from conceptual engineering and detailed design through construction support, commissioning, and startup. Built on technical excellence,…
Added 2 hours ago
PE
Human Resources Manager (Interim)
Phasor Engineering Inc
Calgary, AB
- Contract
Be part of a team that delivers projects from conceptual engineering and detailed design through construction support, commissioning, and startup. Built on technical excellence,…
Added 3 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…in the heart of the City of Kawartha Lakes. Among our acute and continuing care services, our team cares for 45,000 patients per year in the 24/7/365 emergency department, provides…
Added 3 hours ago
A
Bilingual Supervisor, Transfers
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 3 hours ago
CC
Plant Production Manager
Clearly Canadian
Ottawa, ON
- Full-time
Role Description The Plant Production Manager is a full-time, on-site role based in Marchand, MB, responsible for overseeing daily production operations at the manufacturing facility. This…
Added 3 hours ago
AN
North America Logistics Manager
Animal Nutrition & Health Nederland B.V.
Ayr, ON
- Full-time
…extraordinary people. As the global demand for sustainable and affordable nutrition continues to grow, we're leading the transformation of animal health and nutrition through a unique…
Added 3 hours ago
U
Sr. Community Developer - Far Cry
Ubisoft
Montreal, QC
- Full-time
…experiences with our games. They will be responsible for establishing and growing our global communities around Ubisoft’s games with a proficiency in player communications, game…
Added 3 hours ago
C
Manager, Engineering
Cvent
Fredericton, NB
- Full-time
…Registration initiatives, including an AI-powered planner assistant, and next-generation event creation experiences. These are high-visibility projects that span multiple engineering teams…
Added 3 hours ago
C
Senior Site Reliability Engineer (Edge Security)
Cvent
Fredericton, NB
- Full-time
We use SRE principles such as blameless postmortems, error budgets and a focus on automation to ensure we're constantly improving our knowledge and maintaining a good quality of life.…
Added 3 hours ago
C
Product Manager
Cvent
Fredericton, NB · Virtual, UNAVAILABLE
- Full-time
This role is for a product manager who understands, or is eager to master, how hotels contract and protect group business, and who is comfortable with data, integrations, and AI-assisted…
Added 3 hours ago
SS
Quality Manager
SkyCan Systems
Barrie, ON
- Full-time
The Quality Manager leads quality at SkyCan. The role owns the quality management system, leads the company to AS9100D certification, and ensures that every aircraft we deliver conforms to…
Added 3 hours ago
R
Data Steward (CCDB26A)
Referment
Montreal, QC
- Full-time
This could suit a data steward, data governance analyst, business analyst or data-quality specialist from a bank, asset manager or market-data provider who wants to work closer to AI-driven…
Added 3 hours ago
T
Product Marketing Manager (B2C FinTech)
Talencore
Toronto, ON
- Full-time
Our client, a Series B fintech with a team of 70+ members and 100%+ YoY growth, is hiring a Product Marketing Manager in Toronto. They’re building a financial platform that helps U.S. real…
Added 3 hours ago
LP
Trust Administrator
Legacy Private Trust
Toronto, ON
- Full-time
…company! The Trust Administrator is responsible for providing high-quality administrative support and highly specialized and personalized client service through their duties and…
Added 3 hours ago
CM
Human Resources Manager
Canadian Mental Health Association
Kenora, ON
- Full-time
The HR Manager is part of the Branch Administrative team and reports directly to the Chief Executive Officer
Added 3 hours ago
BR
Quality Control Technician
BDO Recruitment Services - Canada
Chatham-Kent, ON
- Full-time
Porters Infrastructure Products Inc. ('PIP') is seeking a Quality Control Technician to support quality assurance, inspection, testing, and reporting for its precast concrete manufacturing…
Added 3 hours ago
Coordinator, Aquatics Programs
YMCA of Lethbridge
Lethbridge, AB
Provide supervision to the Aquatics team, including onboarding, scheduling, and coaching, with support from the Aquatic Manager.
Added 3 hours ago
Attendant, Member Experience
YMCA of Lethbridge
Lethbridge, AB
Member Experience Leaders, including Manager, Member Experience and Acquisitions
Added 3 hours ago
OSC Early Childhood Educator (Level 2)
YMCA of Lethbridge
Coalhurst, AB · Lethbridge, AB
The ECE Level 2 serves the mission of the YMCA of Lethbridge by providing quality programming and care for children in the centre. The main goals of this position are:
Added 3 hours ago
PI
Quantity Surveyor
Phoenix Industrial Group of Companies
AB · Edmonton, AB
- Full-time
Preparing the weekly progress report for all disciplines noting productivity and compare against the site progress. Discuss finding with the Construction Manager and Superintendents.
Added 3 hours ago
PI
Quality Control Administrator
Phoenix Industrial Group of Companies
AB · Edmonton, AB
- Full-time
Phoenix Industrial Group of Companies is seeking a detail-oriented and highly organized Quality Control Administrator to join our Quality team. Reporting to the Quality Manager, the Quality…
Added 3 hours ago
NL
Technical Buyer
NET LIP
Vaughan, ON
- Full-time
Communicate status changes or delivery risks to the Purchasing Manager and relevant team members as required.
Added 3 hours ago
NL
Lead Hand, Electrical Mechanic
NET LIP
Vaughan, ON
- Full-time
Carry out applied research in fields of electrical and electronic engineering and physics under the direction of the Engineering Manager
Added 3 hours ago
NL
IT Generalist
NET LIP
Vaughan, ON
- Full-time
Collect and analyze data to help the IT manager to identify areas for improvement within an organization's IT infrastructure
Added 3 hours ago
GF
Electronics Engineer, Diagnostics & Data Acquisition
General Fusion Inc.
Richmond, BC
- Full-time
General Fusion is seeking a Senior Electronics Engineer to join our Controls & Electronics team. This team designs and supports the data acquisition, instrumentation, and control…

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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