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Added 9 mins ago
LC
Supply Chain Replenishment Analyst
Loblaw Companies Limited
Cambridge, ON
- Full-time
Post-secondary education in Business, Economics, Engineering or Marketing
Added 9 mins ago
Customer Experience Associate (Precious Metals Analyst)
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Surrey, BC
We’re looking for a full-time Customer Experience Associate (Precious Metals Analyst) to join our growing team at our Surrey location (10362 King George Hwy. #120, Surrey, BC)! This is a…
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- Full-time
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Added 9 mins ago
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- Full-time
The Information Systems Operations team has a Cyber Security Administrator position available to provide operational support to the Cyber Security team, including supporting incident…
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Reporting Analyst
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…foundational role that supports key projects critical to our operations. You'll work independently on low to moderately complex regulatory design and maintenance projects, ensuring quality…
Added 39 mins ago
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Senior Configuration Analyst
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Added 39 mins ago
Senior Cyber Defense Operations Analyst
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Epic's Security Operations Center protects one of the world's largest player communities, along with the people, infrastructure, and technology that support it. As a Senior CDO Analyst, you…
Added 39 mins ago
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Financial Analyst
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- $40 to $50 CAD / hour
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business analytics, waste reporting, month-end closing, and projections.
Added 53 mins ago
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Senior Analyst, Enterprise Delivery Orchestration & Reporting
TD
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- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 53 mins ago
Supply Chain Analyst
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The Supply Chain Optimization Analyst is responsible for implementing and improving systems, management tools, and processes specific to the Supply Chain department. This individual will…
Added 53 mins ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group.
Added 53 mins ago
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Project Coordinator, Clinical Informatics
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As an Account Manager in freight brokerage, you will play a pivotal role in the company's growth by driving business development, account management and customer service excellence for…
Added 54 mins ago
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Senior Financial Analyst
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· Partner with Operations and other cross-functional departments to challenge business assumptions, evaluate financial implications, and provide actionable recommendations that support…
Added 1 hour ago
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Senior Financial Analyst
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Toronto, ON · Montreal, QC
- Full-time
Reporting to the Director of financial reporting, the Senior Financial Analyst will be responsible for.
Added 1 hour ago
NB
Analyst SBL Risk & Control Capital Markets
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Montreal, QC
- Full-time
A career in Capital Markets Operations at National Bank means contributing your expertise to the evolution and execution of business strategies in financial markets and wealth management.…
Added 1 hour ago
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Senior Business Analyst
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Vancouver, BC
- $53 to $57 CAD / hour
- Contract
Seeking an experienced Senior Business Analyst to support complex enterprise IT initiatives involving business applications, data integration, reporting, analytics, and cloud-based…
Added 1 hour ago
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Production Support Analyst
LTM
Mississauga, ON
- $75,000 to $90,000 CAD / year
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Role – Sr. Technical Analyst – Production Support
Added 1 hour ago
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AI Operations Analyst
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Montreal, QC
- Full-time
Valnet is looking for an AI Operations Analyst to join our team and help build the next generation of our lead generation operation.
Added 1 hour ago
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Senior Analyst US Tax Operations
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- Full-time
A career as a Senior Tax Analyst in the Tax activities team, at National Bank, is an opportunity to grow within a unifying group that is an essential contributor to decisions and offers a…
Added 1 hour ago
PC
Associate System Analyst / Analyste de systèmes associé
Parkland Corporation
Montreal, QC
- Full-time
…Greater Caribbean, and Europe. The Partnership’s midstream operations include an extensive network of approximately 14,000 miles of pipeline and over 160 terminals. This critical…

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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