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Added 4 mins ago
CU
Contracts and Agreements Specialist
Carleton University
Ottawa, ON
- Other
Knowledge of business development, contract and agreements, and intellectual property
Added 4 mins ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Wainfleet, ON
- $150,000 to $200,000 CAD / year
- Full-time
Business planning and operations: Develop and execute a British Columbia business plan aligned with corporate strategy, including a practical expansion plan for Building Envelope and…
Added 4 mins ago
M
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 4 mins ago
T&
Associate Director
Turner & Townsend
Toronto, ON
- Full-time
…contributing to the growth and technical capability of the…
Added 19 mins ago
EL
Medical Director - Oncology
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
Eli Lilly Canada is currently searching for a Medical Director for the Oncology Business Unit to lead the lung cancer and emerging solid tumour portfolio.
Added 19 mins ago
L
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 19 mins ago
SC
Senior Commercial Advisor
SYSTRA Canada
Toronto, ON
- Full-time
Serve as the lead Owner Representative commercial advisor to Project Delivery and Program Controls teams, providing direction on key commercial, contractual, risk, and governance matters.
Added 19 mins ago
C
Manager Business Communications Partner (Temporary 6-months)
CN
Montreal, QC · Greater Montreal Metropolitan Area
- Temporary
…Subject Matter Experts (SMEs) by serving as a communications advisor, planner, and developer. The incumbent builds and owns annual communications plans for the function and handles ad-hoc…
Added 19 mins ago
S
Senior Financial Advisor - 3rd Street, Medicine Hat, AB
Scotiabank
Medicine Hat, AB
- Full-time
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 19 mins ago
L
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 19 mins ago
UO
Programming Research Specialist, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
…analytics to provide a complete picture of the customer to internal business…
Added 19 mins ago
UO
Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
…(CPA) designation, combined with a related university degree in business, finance, accounting, or a related…
Added 19 mins ago
SI
HACCP Advisor
Saputo Inc.
Calgary, AB
- Full-time
The HACCP Advisor is a key food safety leadership position responsible for supporting the QC Manager in the management, maintenance, and continuous improvement of the Plant's Food Safety…
Added 19 mins ago
SW
ScotiaMcLeod Administrative Associate - London, ON
Scotia Wealth Management
London, ON
- Full-time
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Added 19 mins ago
CU
Career Consultant
Carleton University
Ottawa, ON
- Other
4 year degree in a relevant program (e.g. Sociology, Psychology, Business with concentration in Human Resources). Certified Career Development Practitioner designation is an asset.
Added 19 mins ago
D
Offensive and defensive security advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a defensive security advisor, you help identify, analyze, eradicate and mitigate threats to Desjardins's systems, networks and applications. You analyze security incidents and determine…
Added 19 mins ago
C
Senior Java Developer - Vice President
Citi
Mississauga, ON
- Full-time
Address complex, high-impact issues by thoroughly evaluating business processes, system workflows, and industry standards.
Added 19 mins ago
C
Applications Development AI Developer, Assistant Vice President
Citi
Mississauga, ON
- Full-time
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations,…
Added 19 mins ago
C
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 19 mins ago
B
Senior Manager, Strategic Learning
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 19 mins ago
K
Tax Manager, Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 34 mins ago
RN
Director, Scientific Services (RID00206)
Red Nucleus
Toronto, ON
- Full-time
…voice for clients, the Director aligns scientific strategy with business objectives, establishes quality standards, drives operational excellence, and mentors team members to deliver…
Added 34 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 34 mins ago
4A
Service Advisor - Barrie Kia
401 Auto
Barrie, ON
- Full-time
Now Hiring: Customer-Focused Service Advisor – Be the Friendly Face of Our Service Department & Drive an Exceptional Experience Every Visit!
Added 34 mins ago
M
Senior Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
As a Senior Business Systems Analyst, you will own requirements for business-critical initiatives and connect strategy with delivery for the products our customers and advisors rely on. You…

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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