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Added 6 mins ago
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Analyste En Contraintes
Actalent
Mirabel, QC
- $40 to $80 CAD / hour
- Contract
As a Stress Analyst, you perform stress analyses on primary and secondary structures as well as system installations for aerostructures and other safety-critical components. You ensure the…
Added 1 hour ago
AC
D365 F&O Functional Analyst
Aston Carter
Richmond, BC
- Contract
The D365 F&O Functional Analyst works within a dedicated Enterprise Applications team of approximately five people. The team includes one other D365 F&O-focused developer, while other team…
Added 1 hour ago
Senior Analyst, Finance
Henkel group
Mississauga, ON
fertility support, Employee and Family Assistance program, and scholarships
Added 2 hours ago
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Global Payroll Transformation Business Analyst
Hays
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
Our client is seeking an experienced HRIS Business Analyst to join our global Financial Application Support Team, which is responsible for supporting and evolving our strategic HR, payroll,…
Added 2 hours ago
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Consultant Business Systems
HSBC
Toronto, ON
- Full-time
Work closely with the Team Lead/ Business Analyst/ Project Manager, assisting with the requirements gathering process and support business user’s queries
Added 3 hours ago
M
AVP Retirement & Wealth Strategy
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Generate appropriate communications material for various external audiences like analyst meetings/calls, rating agency presentations, and external conferences
Added 3 hours ago
NE
Senior QA Analyst (12 months Contract)
Nelson Education LTD
Remote, Canada
- Contract
- Remote
The Senior Quality Assurance Analyst works closely with product, development, design, infrastructure, and other QA team members to deliver reliable and accessible digital learning products.…
Added 3 hours ago
TR
Policy Analyst, Government Relations (CONTRACT POSITION)
Toronto Regional Real Estate Board
Toronto, ON · North York, ON
- $20 to $23 CAD / hour
- Contract
The Policy Analyst, Government Relations will be responsible for researching legislative and government policy issues related to TRREB’s government relations program, preparing detailed…
Added 4 hours ago
A&
Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
…(CIRA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications…
Added 4 hours ago
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Analyst, HR Service Center, Benefits and Absences
Couche-Tard
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- Contract
Support the implementation of new benefits programs, program changes, vendor onboarding, testing, integrations, and process improvements.
Added 4 hours ago
RP
Jr Project Controls Analyst
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
We are seeking a detail-oriented, highly analytical Junior Project Controls Analyst to join the project support team of a prominent Calgary-based organization in the energy and utility…
Added 4 hours ago
GC
Reporting Analyst
Grainger Canada
Vaughan, ON
- Full-time
Employee Family Assistance Program to help team members with physical, emotional, mental, financial and other concerns
Added 4 hours ago
GF
Structural Analysis Engineer
General Fusion
Richmond, BC
- $95,000 to $115,000 CAD / year
- Full-time
…approach to fusion energy. General Fusion's commercialization program is anchored by LM26, the world's first commercially relevant-scale MTF demonstration machine. The Company is working…
Added 4 hours ago
SP
Application Support Analyst
Spark Power ⚡
Mississauga, ON
- Full-time
Spark Power, a trusted partner in energy in North America, is seeking a Application Support Analyst Reporting to the Manager, Enterprise Applications, the Application Support Analyst…
Added 4 hours ago
GC
Product Information Analyst (12-month Contract)
Grainger Canada
Vaughan, ON
- Full-time
Employee Family Assistance Program to help team members with physical, emotional, mental, financial and other concerns
Added 4 hours ago
Inventory Control Analyst
Tigercat | MacDonald Steel
Brant, ON
The Inventory Control Analyst is responsible for reviewing and improving inventory control processes and for ensuring inventory levels are maintained at optimal levels to support production…
Added 4 hours ago
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Product Marketing Manager
Improvado
Remote, Canada
- Full-time
- Remote
Analyst firms are a silent blocker. When an enterprise buyer asks Gartner or Forrester about Improvado, there is no briefed narrative waiting for them.
Added 4 hours ago
TC
Financial Analyst, Temporary Full time
The Corporation of UCLG
Brockville, ON
- Full-time
Reporting to the Community and Social Services Finance Department, the Financial Analyst is responsible for supporting the Program Managers and is responsible for compiling, reviewing,…
Added 4 hours ago
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Business Analyst Co-op (Winter 2027)
CIBC
Toronto, ON
- Full-time
CIBC’s Retail Credit Adjudication Team is hiring a Business Analyst Co-op. The Enterprise Architecture Team is responsible for providing the technology strategy and implementation of…
Added 5 hours ago
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Business Systems Analyst (Guidewire ClaimCenter)
Procom
Toronto, ON
- Contract
We are seeking a Business Systems Analyst (BSA) specializing in Guidewire ClaimCenter to join a strategic Property & Casualty (P&C) Insurance transformation program. In this role, you will…
Added 5 hours ago
GO
Regional Financial Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Finance Manager, the Regional Financial Analyst is a member of the Finance team and is responsible for providing strategic financial and administrative advice to Regional…
Added 5 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Mississauga, ON
- Full-time
As the Business Systems Analyst you will liaise between the team and business stakeholders for functionality enhancements and new developments. You will be a part of an exciting team…
Added 5 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Moncton, NB
- Full-time
As the Business Systems Analyst you will liaise between the team and business stakeholders for functionality enhancements and new developments. You will be a part of an exciting team…
Added 5 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Guelph, ON
- Full-time
As the Business Systems Analyst you will liaise between the team and business stakeholders for functionality enhancements and new developments. You will be a part of an exciting team…
Added 5 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Toronto, ON
- Full-time
As the Business Systems Analyst you will liaise between the team and business stakeholders for functionality enhancements and new developments. You will be a part of an exciting team…

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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