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Added 23 mins ago
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IT Operations Manager, AI & Automation
FacilityOS
Remote, Canada
- $125,000 to $145,000 CAD / year
- Full-time
- Remote
FacilityOS is a fast-growing company redefining how facilities operate - bringing safety, security, and daily operations into one unified platform used by organizations around the world.
Added 37 mins ago
VG
Executive Assistant
Vuntut Gwitchin Government
Old Crow, YT
- Full-time
Operations – Ensures the daily business of Chief & Council, the Executive and Whitehorse Office is conducted efficiently and in a professional manner. Coordinates required travel, with…
Added 52 mins ago
KD
Account Manager
Keurig Dr Pepper
Calgary, AB
- $73,900 to $93,500 CAD / year
- Full-time
…business objectives for the team managing West regional account operations. They will work in collaboration with the Customer team lead -National account West and manage Federated Coop,…
Added 52 mins ago
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Manager, Project Controls
Worley
Markham, ON
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 52 mins ago
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Manager, Project Systems & Information Management
Worley
Markham, ON
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 52 mins ago
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Manager, Supply Chain
Worley
Calgary, AB · Edmonton, AB
- Full-time
· This is an office-based position. As Worley’s operations are project-driven, interest in and flexibility for potential future site-based deployment are considered assets.
Added 52 mins ago
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Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
…marketing, and/or regulatory guidelines, paying attention to the office spaces in which the Senior Personal Banker – Home Borrowing…
Added 52 mins ago
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Consultant Business Systems
HSBC
Toronto, ON
- Full-time
About Markets & Securities Services Operations Technology
Added 52 mins ago
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Spec, Procurement
Vale
Canada
- Full-time
From utensils to cellphones to satellites, our operations simplify daily life and enhance connectivity. Our metals are integral to life-saving medical equipment and the electric vehicles…
Added 52 mins ago
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Engineer - Ground Control
Vale
Canada
- Full-time
We are currently seeking an Engineer, Geomechanics to join the Vale Base Metals CTO Geotechnical Office’s Geomechanics Studies team based in Sudbury, Ontario, Canada. This is a permanent…
Added 52 mins ago
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Specialist, Technical - Business Planning Architecture
Vale
Canada
- Full-time
From utensils to cellphones to satellites, our operations simplify daily life and enhance connectivity. Our metals are integral to life-saving medical equipment and the electric vehicles…
Added 1 hour ago
HI
Project Manager 6 months contract
HRbrain Inc.
Montreal, QC
- Contract
Need a highly organized and skilled Project Manager to oversee and support two small projects simultaneously under P&BB (Personal and Business Banking). The ideal candidate will be…
Added 1 hour ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 1 hour ago
BE
Product Manager – Tech Accessories & Hardware
Blu Element
Montreal, QC
- Full-time
At Blu Element, the Product Manager is the driving force behind our hardware and accessory roadmap. While our Product Lead shapes the portfolio vision and high-level strategy, you will be…
Added 1 hour ago
GD
GARAGE - Store Manager - Les Avenues Vaudreuil
Groupe Dynamite, Inc Garage
Vaudreuil-Dorion, QC · Vaudreuil, Quebec
- Full-time
Reporting to the District Manager, your main focus as Store Manager is to promote a positive shopping experience and build loyal customer relationships. You produce outstanding business…
Added 1 hour ago
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Store Manager - Smart Centres Woodstock
Reitmans (Canada) Ltée/Ltd
Woodstock, ON
- Full-time
Reporting to the Regional Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 1 hour ago
Assistant Manager, Reconciliation Operations (GWO)
Scotiabank
Toronto, ON
The Assistant Manager, in Reconciliation Operations is responsible for providing support to a team of subject matter experts in supporting the Branch and units within Global Operations in…
Added 1 hour ago
TC
Restaurant Management | Assistant General Manager | Service Manager
The Canadian Brewhouse
Prince George, BC
- $18.25 CAD / hour
- Full-time
Assistant General Manager Role Responsibilities:
Added 1 hour ago
TC
Restaurant Management | Assistant General Manager | Service Manager
The Canadian Brewhouse
Leduc, AB
- Full-time
Assistant General Manager Role Responsibilities:
Added 1 hour ago
HI
Change Analyst
HRbrain Inc.
Toronto, ON
- Full-time
Business group: HR Change Management Office – The HR Change Management Office leads enterprise-wide HR initiatives with a strong focus on communication and organizational change. The team…
Added 1 hour ago
MP
Maintenance Manager
Mauser Packaging Solutions
Langley (District), BC · City of Langley, BC
- Full-time
Accountable to recognize and bring forward to improvement opportunities to the operations manager.
Added 1 hour ago
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Responsable de projets - Expériences Fever Originals
Fever
Montreal, QC
- Full-time
…travailleras avec tous les départements de Fever, du Marketing aux…
Added 1 hour ago
RE
Project Estimator
Rising Edge Group
AB · Edmonton, AB
- Full-time
…that power critical infrastructure across North America. With operations in both Canada and the United States, we partner with clients across the electrical utilities, renewable energy, and…
Added 1 hour ago
TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
The Citco Group Limited
Toronto, ON
- Full-time
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $3 trillion in assets under…
Added 2 hours ago
EC
Event Technical Specialist - Ottawa Office, Full Time
Encore Canada
Ottawa, ON
- Full-time
…in client satisfaction. This position reports to a Project Manager, Operations Manager, Operations Director, Director, Event Technology, Director of Project…

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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