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Added 1 min ago
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IT Project Manager
Citi
Mississauga, ON
- Full-time
The IT Project Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge…
Added 1 min ago
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Mortgage Specialist
BMO
Edmonton, AB
- Full-time
…let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect…
Added 1 min ago
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Mortgage Specialist
BMO
Edmonton, AB
- Full-time
…let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect…
Added 16 mins ago
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Facility Services Manager
BGIS
North Bay, ON
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 16 mins ago
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Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 16 mins ago
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Specialist Cyber Diplomacy & Governance (Business Strategy & Planning)
City of Toronto
Toronto, ON
- Full-time
A key responsibility of the role is supporting the Manager in the administration and oversight of cyber security vendor agreements, ensuring compliance with contractual obligations, service…
Added 16 mins ago
TO
Financial Sales Manager II Target
Top of Virginia Regional Chamber
Winchester, ON
- Full-time
As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner…
Added 16 mins ago
WM
Industrial Maintenance Technician/Millwright, Day Shift
Waste Management, Inc. (WM)
Edmonton, AB
- Full-time
Whether you want to become a lead technician, supervisor, trainer or manager, opportunities exist to grow your career.
Added 16 mins ago
Accounts Payable Analyst
Brewers Retail Inc
Bolton, ON
We are currently searching for an Accounts Payable Analyst, reporting to the Manager, Shared Services. This vacancy is a full-time, permanent opportunity. The Accounts Payable Analyst is…
Added 16 mins ago
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Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 16 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 16 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 16 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 16 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 16 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 16 mins ago
Manager, Wildlife & Integrated Resource Planning
The Government of Nova Scotia
Kentville, NS
Ensure effective stewardship of financial and human resources, including budgeting, forecasting, procurement, workforce planning, and performance management.
Added 31 mins ago
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Concepteur de produits principal/ Senior Product Designer
Acumatica
Montreal, QC
- Full-time
…companies thrive in today’s digital economy. Our industry-specific business management solution is engineered to address real-world needs - featuring intelligent workflows and…
Added 46 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Calgary, AB
- $96,557 to $128,743 CAD / year
- Full-time
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 46 mins ago
HF
Investor Services Supervisor
HS Financial Technologies
Halifax, NS
- Full-time
…executed within the guidelines and procedures provided by HS Financial Technologies and under the supervision and guidance of a Manager and Director. Every Investor Services Supervisor will…
Added 46 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Halifax, NS
- $96,557 to $128,743 CAD / year
- Full-time
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 46 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Ottawa, ON
- $96,557 to $128,743 CAD / year
- Full-time
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 46 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Montreal, QC
- $96,557 to $128,743 CAD / year
- Full-time
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 46 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
Toronto, ON
- $96,557 to $128,743 CAD / year
- Full-time
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 46 mins ago
ED
Observability Product Owner-EN 503
Export Development Canada | Exportation et développement Canada
AB · Edmonton, AB
- $96,557 to $128,743 CAD / year
- Full-time
…stable, dependable and resilient while enabling employees and business teams to work, connect, collaborate and serve customers. Within this mandate, TOS builds and operates the Monitoring &…
Added 46 mins ago
D
Business Development Manager / Toronto
Digicast
Toronto, ON
- Full-time
The Business Development Manager – Toronto Market is responsible for driving new business, developing and nurture strategic relationships in the GTA, and positioning Digicast as the premier…

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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