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Account Executive, Data Collection and Traffic Studies
Miovision
Remote, Canada
- Full-time
- Remote
Client Advisory: Act as a trusted advisor to city departments and engineering firms to articulate the value of the Miovision One platform.
Added 1 min ago
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Associate Director
Turner & Townsend
Toronto, ON
- Full-time
Develop and maintain strong senior client relationships, acting as a trusted advisor and understanding the wider organizational and commercial context in which client decisions are made.
Added 1 min ago
PH
Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Part-time
…and whether you may qualify, please contact your Recruitment…
Added 1 min ago
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Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Part-time
…and whether you may qualify, please contact your Recruitment…
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Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Full-time
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Added 16 mins ago
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Senior Auditor, Operations | Contract Until March 2028
lululemon
Vancouver, BC
- Full-time
…clarity lead. Our vision is to be a fearless and trusted risk advisor that helps the business act boldly and responsibly when it matters…
Added 16 mins ago
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Senior Financial Advisor - 3rd Street, Medicine Hat, AB
Scotiabank
Medicine Hat, AB
- Full-time
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 mins ago
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Senior Auditor, Technology | Contract Until March 2028
lululemon
Vancouver, BC
- Full-time
…clarity lead. Our vision is to be a fearless and trusted risk advisor that helps the business act boldly and responsibly when it matters…
Added 16 mins ago
UO
Programming Research Specialist, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Knowledge and understanding of the professional development and personal enrichment educational needs of adult learners.
Added 16 mins ago
SW
ScotiaMcLeod Administrative Associate - London, ON
Scotia Wealth Management
London, ON
- Full-time
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 17 mins ago
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Applications Development AI Developer, Assistant Vice President
Citi
Mississauga, ON
- Full-time
…promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring…
Added 17 mins ago
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Associate Financial Advisor
CIBC
Strathroy, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 32 mins ago
RP
Audit and Risk Officer
Resource Productivity and Recovery Authority
Toronto, ON
- Full-time
Acts as an advisor to the compliance and enforcement team and other departments within the organization
Added 32 mins ago
TW
Business Advisor
Thrive Wealth Management
Regina, SK
- Full-time
We’re looking for a Business Advisor to join our commercial team in Regina, who is passionate about helping local businesses succeed. You will be providing financial advice and solutions…
Added 32 mins ago
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Senior Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Industry Experience: Individual insurance, annuities, group benefits, wealth, or banking; advisor-facing or customer-facing digital products; and policy administration or claims platforms.
Added 32 mins ago
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Administrative Assistant
MNP
Saskatoon, SK
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 47 mins ago
Total Wealth Planning Associate, National Support - Toronto, ON
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Toronto, ON
…Scotia Wealth, Scotia Financial Planning and FAIR (Financial Advisor, Investment and Retirement…
Added 47 mins ago
Business Advisor - Kildonan Place Branch, Winnipeg MB
Scotiabank
Winnipeg, MB
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 47 mins ago
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Advisor, Public Engagement
EPCOR
AB · Edmonton, Alberta
- Full-time
We are hiring a full-time permanent Advisor, Public Engagement position working out of Edmonton, AB.
Added 47 mins ago
AI Practise Lead (CCaaS)
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…internal AI delivery practice, acting as a senior technical advisor for enterprise clients, and serving as the primary technical voice during complex project…
Added 47 mins ago
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Co-Founder & CEO - AI Content Intelligence for Professional Services
FutureSight
Canada
- Full-time
The category proving willingness to pay for this workflow, personal/employee advocacy software, is a $0.5B–$2.2B market in 2026, growing at double-digit CAGR through the early 2030s
Added 47 mins ago
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Co-Founder & CEO - AI Content Intelligence for Professional Services
FutureSight
Canada
- Full-time
The category proving willingness to pay for this workflow, personal/employee advocacy software, is a $0.5B–$2.2B market in 2026, growing at double-digit CAGR through the early 2030s
Added 47 mins ago
T&
Associate Director
Turner & Townsend
Toronto, ON
- Full-time
Develop and maintain strong senior client relationships, acting as a trusted advisor and understanding the wider organizational and commercial context in which client decisions are made.
Added 1 hour ago
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Financial Advisor Intern
RBC
Prince Albert, SK
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 1 hour ago
T
Senior Customer Success Manager
Trulioo
Remote, Canada
- $100,000 to $130,000 CAD / year
- Full-time
- Remote
Proven ability to become a trusted advisor by focusing on customer outcomes and the business value of software.

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: 1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) 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 ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints.

This is an existing vacancy

Duties and Responsibilities

Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub-advisors
Data Reconciliation & Reporting: Managing data transmission workflows, identifying and resolving discrepancies between custodial systems and the trading platform, ensure timely resolution
Account Management Support: Assisting with daily service requests, clearing debits, and processing FX conversions.
Compliance & Risk Oversight: Conducting post-trade review and auditing client holdings against model weights.
Advisor Team Support: Monitoring incoming inquiries, providing first-point troubleshooting, and escalating unresolved issues as needed.
Other Duties: perform additional duties as assigned

Qualifications

1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) program.
Strong service orientation, demonstrated through professional client interactions and high-quality service delivery.
Experience with portfolio management tools or Envestnet is an asset.
Proficiency in Microsoft Office Suite.
Ability to work independently with minimal supervision.
Strong attention to detail and accuracy.
Excellent organizational, interpersonal, written, and verbal communication skills.
Ability to perform effectively under time constraints and high-volume workloads.
Flexible, proactive, and a strong team player.

Education

Investment Representatives Licensed preferred
An undergraduate degree in Math, Business or Computer Science 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 incumbent will manage account data, execute trading operations, and ensure accurate data reconciliation between custodial systems and trading platforms. Additionally, they will provide support for service requests, conduct compliance audits, and assist advisor teams with troubleshooting inquiries.

Requirements

Candidates should have 1–3 years of experience in SMA or UMA programs and possess strong organizational and client-service skills. An undergraduate degree in Math, Business, or Computer Science and professional investment representative licensing are preferred.

Skills

Account data management
Trading operations
Investment markets
Data reconciliation
Portfolio management
Envestnet
Microsoft Office Suite
Compliance
Risk oversight
Client service
Troubleshooting
Communication skills
Attention to detail
Organizational skills

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
Data Reconciliation
SMA
UMA
Envestnet
Portfolio Management
Compliance
Risk Oversight
Investment Advisors
Client Service
Microsoft Office
Financial Services
Reporting
FX Conversions
Model Weights
Auditing

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