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Added 2 mins ago
AB
Operations Manager
Avis Budget Group
Ottawa, ON
- Full-time
Are you a natural born leader? Join Avis Budget Group as an Entry Level Operations Manager to coach and motivate your team to increase financial profitability, operational efficiency and…
Added 2 mins ago
GT
QC Inspector
GeoSpectrum Technologies, Inc
Port Coquitlam, BC
- Full-time
Ability to communicate quality concerns professionally and work collaboratively with technical and production teams.
Added 2 mins ago
GT
Technical Procurement Specialist
GeoSpectrum Technologies, Inc
Port Coquitlam, BC
- Full-time
For over 50 years, International Submarine Engineering (ISE) has been a world leader in the production of manned and unmanned underwater vehicles.
Added 2 mins ago
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Marketing Specialist
Numeris
Toronto, ON
- Contract
Support the Content Manager in the development, production, and distribution of marketing and communications materials, including email campaigns, webinar invites, and newsletters.
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PT Gas Bar Clerk (Warman Gas #434) Warman, SK - Saskatoon Co-op
Co-op
Warman, SK
- Part-time
Reporting to the Gas Bar Manager, responsibilities for this position include the following:
Added 2 mins ago
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PT General Clerk (Watrous Gas #436) Watrous, SK - Saskatoon Co-op
Co-op
Watrous, SK
- Part-time
Reporting to the Gas Bar Manager, responsibilities for this position include the following:
Added 2 mins ago
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3 PT General Clerk (Rosthern Hybrid #433) Rosthern, SK - Saskatoon Co-op
Co-op
Rosthern, SK
- Part-time
Reporting to the Store Manager, responsibilities for this position include the following:
Added 2 mins ago
R
Gestionnaire de l'approvisionnement strategique / Strategic Sourcing Manager
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Longueuil, QC
- Full-time
Comprendre le marché spécifique des produits acheté ainsi que les besoins de production interne de P&WC et P&W. Analyser les données sur la commodité et évaluer l'expansion de la marge et…
Added 17 mins ago
Production Planner
I M P Group International Inc.
Toronto, ON
Create a production sequence for the paint application per aircraft (using MS Office Excel, or other appropriate software), based on data provided by the Production Manager Paint Shop
Added 17 mins ago
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UI/UX Design and Frontend Engineer Intern
Plusgrade
Toronto, ON · CAN - Toronto
- Full-time
…wants to untangle those dense interfaces and actually ship the production code to fix…
Added 17 mins ago
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Applied AI Test Engineer - Intern
Plusgrade
Toronto, ON · CAN - Toronto
- Full-time
…will build and maintain automated test suites that safeguard production machine learning pipelines and agentic AI systems. You will spend your days testing model-serving endpoints,…
Added 17 mins ago
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Data Science Intern
Plusgrade
Toronto, ON · CAN - Toronto
- Full-time
Working alongside data scientists, ML engineers, and data engineers under the guidance of the Senior Manager of Data Science, you will build and ship the developer tools and observability…
Added 17 mins ago
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Applied AI Engineer Intern
Plusgrade
Toronto, ON · CAN - Toronto
- Full-time
…someone who wants to take models out of notebooks and ship production Python services that…
Added 17 mins ago
HL
Warehouse Operations Supervisor, 2nd Shift (evenings)
High Liner Foods
Lunenburg, NS
- Full-time
Reporting to the Warehouse Operations Manager, the Warehouse Supervisor is accountable for the effective organization, supervision and deployment of skilled employees as well as co-ordinate…
Added 17 mins ago
CE
MRO Buyer
Canadian Executive Search Group (USA) Inc / Division of Arrow Group of Companies
Windsor, ON
- $60,000 to $65,000 CAD / year
- Full-time
Reporting to the Maintenance Manager, this role combines industrial purchasing, spare parts inventory management, and maintenance coordination. You will play an important role in ensuring…
Added 17 mins ago
AG
Assistant Manager, Middle Office
Apex Group Ltd
Toronto, ON
- Full-time
Own requirements and delivery for Calypso (Portfolio Management System) enhancements and client initiatives, end-to-end (requirements → build → SIT/UAT → production).
Added 17 mins ago
KP
Quality Assurance Specialist
King's Pastry
Arthur, ON
- Full-time
Reporting into the Quality Assurance Manager the position requires the following but not limited to:
Added 17 mins ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 17 mins ago
CB
Quality Operations Manager
CT Bakery
Toronto, ON · Etobicoke, ON
- $70,000 to $80,000 CAD / year
- Full-time
CT Bakery is looking for a hands-on Quality Operations Manager to lead our Quality team and oversee the Sanitation function in a fast-paced bakery manufacturing environment.
Added 17 mins ago
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Maintenance Manager
Thorens - Executive Search Specialists
Toronto, ON · Etobicoke, ON
- Full-time
…in the North American market. The company specializes in the production and distribution of consumer food and beverage products, operating highly automated manufacturing facilities. With a…
Added 32 mins ago
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Team Leader - 24 Afternoons
Napoleon
Barrie, ON
- Full-time
Reports to: Manufacturing Supervisor or Manager
Added 32 mins ago
MM
Coordinator, Digital Marketing
Mini Mall Storage Properties
Calgary, AB
- Full-time
Collaborate with the creative production team to ensure asset development aligns with paid digital channel standards and best practices
Added 47 mins ago
Manager of Manufacturing (QA) - MC2
Westerkirk
Woolwich, ON
…comprehensive aerospace company with capabilities that span design, production, maintenance, repair, and overhaul (MRO) services. Our operations are supported by a team of skilled…
Added 47 mins ago
HA
Intern Bachelors Materials and Process Engineering
Honeywell Aerospace
Mississauga, ON
- Full-time
This role requires the individual to multitask across several concurrent tasks and assignments supporting Production, Design, and Quality groups. The individual will provide Materials and…
Added 47 mins ago
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Procurement and Supply Chain Intern – Summer 2027
TTM Technologies
Toronto, ON
- Full-time
Mentors: Procurement Manager and Planning Manager

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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