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Added 1 hour ago
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Security Platform Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto Atria
- Full-time
The Security Platform Analyst is a key member of the security operations that run the operational services that align to the security technology supporting the overall Information Security…
Added 1 hour ago
EI
Value Stream Owner
Enercare Inc.
Markham, ON
- Full-time
…measurable outcomes while fostering collaboration across technology, operations, and business…
Added 3 hours ago
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Cybersecurity Operations Analyst
BRP
Valcourt, QC
- Full-time
The Cybersecurity Operations Analyst is responsible for monitoring, detecting, investigating, and responding to cybersecurity threats across the organization’s IT environment. This role…
Added 3 hours ago
B
Senior Security Operations Analyst
BRP
Valcourt, QC
- Full-time
The Senior Security Operations Analyst is responsible for monitoring, detecting, investigating, and responding to cybersecurity threats across the organization’s IT environment. This role…
Added 4 hours ago
AG
Assistant Manager, Middle Office
Apex Group Ltd
Toronto, ON
- Full-time
Business Analyst for our Middle Office team supporting a major hedge fund client. A hybrid role partnering with clients, ops, and technology, delivering projects and enhancements while…
Added 4 hours ago
E
Analyst II, Analytical Development - Biologics - Eurofins CDMO Alphora, Inc.
Eurofins
Mississauga, ON
- Full-time
We’re looking for an Analyst II, Analytical Development to support technology transfer, method development, qualification, and validation activities within our growing biopharmaceutical…
Added 4 hours ago
E
Analyst II, Analytical Development - Biologics - Eurofins CDMO Alphora, Inc.
Eurofins
Mississauga, ON
- $65,000 CAD / year
- Full-time
We’re looking for an Analyst II, Analytical Development to support technology transfer, method development, qualification, and validation activities within our growing biopharmaceutical…
Added 21 hours ago
RA
Senior Business Analyst – Financial Services / Platform Transformation
Recrute Action
Toronto, ON · Waterloo, Toronto, Ontario
- Contract
…requirements into clear solutions, and contribute throughout the journey from discovery to…
Added 22 hours ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 23 hours ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 1 day ago
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Business Analyst, Derivatives Onboarding (Capital Markets)
Maarut
Montreal, QC
- Contract
KYC or compliance operations analyst with no business
Added 1 day ago
BM
Sr Warehouse Associate
Baylis Medical Technologies
ON · Mississauga, ON
- Full-time
The Senior Warehouse Associate plays a key role in ensuring products and materials move accurately and efficiently through our warehouse operations.
Added 1 day ago
MF
Sales Operations Analyst
Magnet Forensics
Waterloo, ON
- Full-time
The Sales Operations Analyst is responsible for the end of sale cycle within the organization. In this role, you will maintain salesforce contract data, fulfil licenses, invoice customers,…
Added 1 day ago
RS
Product Owner
Radiant Systems Solutions, Inc
AB · Edmonton, AB
- Contract
Define and create epics, features, user stories and acceptance criteria working with the Scrum Master, Business Analyst, SMEs, developers, and testers to ensure stories and acceptance…
Added 1 day ago
FG
Software Engineer, Full-Stack Applications (Associate Director)- AI Fluent
Fitch Group
Toronto, ON
- $180,000 to $220,000 CAD / year
…modern engineering practices can improve developer productivity, analyst experience, decision support, and operational excellence. This is a critical leadership role for an organization…
Added 1 day ago
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Supply Chain Analyst
Masco
ON · Saint Thomas, Ontario
- Full-time
Here We Grow Again! SUPPLY CHAIN ANALYST (Hybrid - St. Thomas, ON Office)
Added 1 day ago
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Cyber Security Consultant
Infosys
Ottawa, ON
- Full-time
Infosys Public Services is seeking a Cyber Security Analyst. This position will interface with key stakeholders and apply technical proficiency across different stages of the Software…
Added 1 day ago
AC
Analyst, Store Accounting (Maternity leave replacement)
Alimentation Couche-Tard
Laval, QC
- Full-time
…and we look for ways to uplift people first. Wherever your journey’s going, we can help you get there. Are you ready to grow your career? Let's grow…
Added 1 day ago
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Senior Business Analyst, Strategy and Process Improvement
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
The Senior Business Analyst is a generalist enterprise practitioner who helps NAIT translate strategy into measurable improvements in services, processes, operating models, and…
Added 1 day ago
NA
Senior Business Analyst, Strategy and Process Improvement
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
The Senior Business Analyst is a generalist enterprise practitioner who helps NAIT translate strategy into measurable improvements in services, processes, operating models, and…
Added 1 day ago
MC
Supply Chain Analyst
Masco Canada
St. Thomas, ON · Masco Canada - St. Thomas
- Full-time
Here We Grow Again! SUPPLY CHAIN ANALYST (Hybrid - St. Thomas, ON Office)
Added 1 day ago
MC
Supply Chain Analyst
Masco Corporation
St. Thomas, ON · Masco Canada - St. Thomas
- Full-time
Here We Grow Again! SUPPLY CHAIN ANALYST (Hybrid - St. Thomas, ON Office)
Added 1 day ago
GIS Coordinator, Edmonton Fire Rescue Services
City of Edmonton
AB
Edmonton Fire Rescue Services is embarking on a modernizing journey to transform how geospatial intelligence, emergency response mapping, and incident command systems protect our community.…
Added 1 day ago
Principal Consultant
Infosys
ON
Infosys Public Services is seeking a Cyber Security Analyst. This position will interface with key stakeholders and apply technical proficiency across different stages of the Software…
Added 2 days ago
AC
CRM & CDP Solution Analyst (Microsoft Dynamics 365 CRM and Bloomreach CDP)
Air Canada Vacations
Montreal, QC
- Full-time
We are seeking a Senior CRM & CDP Solution Analyst to play a critical role in the functional design, business alignment, and successful delivery of these platforms. This role will work…

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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