Find work in Canada.

575,904 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
LC
Front End Department Manager Full Time Day
Loblaw Companies Limited
Saskatoon, SK
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 2 mins ago
LC
Natural Foods Assistant Department Manager Full Time Day
Loblaw Companies Limited
Halifax, NS
- Full-time
…We offer our colleagues progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are one of Canada’s Top…
Added 2 mins ago
LC
Meat/Seafood Department Manager
Loblaw Companies Limited
Windsor, ON
- Full-time
Oversee the day-to-day operations of a specific department within a store
Added 2 mins ago
BU
Coordinator, Student Leadership Development
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Reporting to Manager, Student Leadership & Engagement, the Coordinator, Student Leadership Development advances, coordinates and assesses student leadership, mentorship and…
Added 2 mins ago
B
Senior Analyst, Investment Platforms
BMO
Toronto, ON · FCP
- Full-time
…milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and…
Added 2 mins ago
B
Analyst, Investment Platforms
BMO
Toronto, ON · FCP
- Full-time
…milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and…
Added 2 mins ago
Produce - Clerk Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
…play such an important role in the success of our stores. Full training is provided for this…
Added 2 mins ago
G Licence Truck Driver Night Shift
Diabetes Canada / National Diabetes Trust
London, ON
Reporting to the Operations Manager, this role will drive established routes to collect garbage dumped outside our designated charity donations bins and deliver these items to the waste…
Added 2 mins ago
Truck Driver with G Licence
Diabetes Canada / National Diabetes Trust
London, ON
Reporting to the Operations Manager, this critical role will work up to 29 hours per week, driving established routes to collect donated clothing and household items from our valued…
Added 2 mins ago
NP
Reservations Manager - Full Time
Northland Properties
Halifax, NS
- Full-time
This position will be primarily responsible for managing reservations, working alongside our Events Manager and supporting shifts during the day. This position does require early mornings…
Added 2 mins ago
Pharmacy Manager
Neighbourly Pharmacy
London, ON
Neighbourly Pharmacy is looking for a Pharmacy Manager to join our team at Pharmasave Wortley Village in London, Ontario.
Added 2 mins ago
Markham - Claims & Benefits Administrator
Human Resources
Markham, ON
Today, Miller Waste operates collection fleets, recycling facilities, transfer stations, and composting operations that help communities manage waste responsibly while recovering valuable…
Added 2 mins ago
ES
Senior Business Analyst
eHealth Saskatchewan
SK · Saskatchewan
- $45.73 to $55.64 CAD / hour
- Full-time
Support implementation and operational readiness activities, including developing support documentation, coordinating training and knowledge transfer, planning deployments, and facilitating…
Added 2 mins ago
SE
HR Specialist
Schneider Electric
Montreal, QC
- Full-time
As a PeopleLink HR Representative, you’ll be an important part of our HR Operations team, providing direct support to employees and managers and helping them navigate HR processes…
Added 3 mins ago
RC
Service Advisor at Hepson Equipment
Reesink Canada
Brandon, MB
- Full-time
The Service Advisor acts as the central communication link between customers, technicians, and the Service Manager, ensuring exceptional customer service, accurate work order processing,…
Added 3 mins ago
TU
Communications Specialist
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…regulatory science research, application, innovation, education, and training. The ATM is a strategic initiative for the Faculty of Medicine and has a mandate to collaborate with other…
Added 3 mins ago
MB
Social Media Specialist
Maison Birks
Montreal, QC
- Full-time
Reporting to the Manager, Digital Marketing, the Social Media Specialist is responsible for developing and executing the social media strategy and content across Birks Group's social media…
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Smithers, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 3 mins ago
HS
Service Manager – Heavy Equipment
Headfield Solutions Pvt Ltd.
Kamloops, BC
- Full-time
We are seeking an experienced Service Manager to oversee the Service Department and manage aftermarket support operations for heavy equipment, including diagnostics, repairs, and…
Added 3 mins ago
L
7724 - Store Manager (H)
Lids
Charlottetown, PE
- $20 to $22 USD / hour
- Full-time
Lead and monitor your store’s ongoing training strategy, including training non-Keyholders, process changes, promotions or job changes, and new programs or initiatives.
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Nanaimo, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 3 mins ago
S
Lead Trainer
SafetyCo
Toronto, ON · Greater Toronto Area, Canada
- Contract
As SafetyCo’s training operations grow, we need experienced trainers who can support consistent delivery, develop team capability, and maintain high standards across our programs.
Added 3 mins ago
SC
Project Manager - Ecology
SLR Consulting
Prince George, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 3 mins ago
AG
SAP Senior Business Systems Analyst (SAP Finance)
Addmore Group
Oshawa, ON
- Full-time
Role: Reporting to the Manager, IT Product Delivery, this position is responsible for driving SAP Finance solution design, business process optimization, and stakeholder engagement to…
Added 3 mins ago
TH
Head Cashier - Part Time (Carleton Place)
The Home Depot Canada
Carleton Place, ON
- Part-time
Provide associates with the training, information, tools, coaching, guidance, encouragement and recognition needed to meet expectations and/or take on higher levels of responsibility.

Richardson Wealth Ltd

Managed Accounts Analyst

Toronto, ON, Canada

The expected annualized base salary range for this role is $60,000-$70,000.

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job